Configuring Partner account profile settings

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Learn how to add or edit Partner Accounts, including disabling or enabling accounts, adding or editing profile information, changing passwords, requiring two-factor authentication, clearing two-factor authentication,  adding or updating mobile phone numbers, subscribing to Checkfront updates, archiving Staff accounts and answers to frequently asked questions.

New to Partner accounts? Please read the first article in this series: Introduction to Partner Accounts.

Looking for information on Staff or Customer accounts? Check out the following articles:

• Introduction to Staff accounts
• Introduction to Customer Accounts

 

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Which plans include this feature?

Legacy: Soho*, Pro*, Plus*, Enterprise*, Flex*
Current: Growth (Subscription), Growth (Online Booking Fee), Managed
*Limits on the number of Partner accounts apply.
→ Learn more about our current plans or how to change your plan.

Where can I find this feature using the top menu?

Manage > User Accounts > Partner Accounts > New Partner Account/Edit Account > Profile

What more do I need to use this feature?

• Admin permissions to manage User Accounts.
• Our Android and iOS mobile apps do not support Partner Accounts. Partners must use their desktop or mobile browsers to access accounts.
  
  

Which Checkfront version supports this feature - classic, new or both?

• This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products).  → Learn more about products

 

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A Partner Profile can be added via the New Partner button at the top-right of the Partner Accounts tab or edited by clicking the Name of any Partner Account record within the Partner Accounts list.

 

By default, the Partner Account is enabled. Toggle off or on the Enabled control to change the status of the User Account. Partner Accounts can be Disabled if you want to remove a Partner's access temporarily.

 

The following information and settings apply and can be edited with Admin permissions.

 

First Name

The First Name of the primary contact for your Partner is required.

 

Last Name

The Last Name of the primary contact for your Partner is required.

 

Email

An Email address for your Partner is required. This is used as the login Email, as well as for notifications and internal communications

Nickname

An abbreviated name for your Partner is required. This should be a short, unique name used in reports and notes.

 

(Partner) Tags

Partner Account Tags allow you to link different Partner Accounts for search purposes to help you find Partner Accounts from the same company or organization across Commission Groups when attributing a booking to a partner.

 

Commission Group

Commission Groups allow you to group like Partner Accounts within the Commission report filters.

 

Login ID/Username

Login Username has been deprecated. Please use your email address to log in. 

 

Setting/Changing Passwords

This is the Password the Partner uses to access their account. This can be changed in their Profile later on or by resetting their password. The password should not be the same as any other Partner's password.   

To maintain a high level of security in your account, the new password must contain...

• At least 8 characters
• At least 3 of the following:
  • Lower case letters (a-z)
  • Upper case letters (A-Z)
  • Numbers (0-9)
  • Special characters (e.g. !@3$%^&*)

Passwords must NOT contain empty spaces

 

Requiring Two-Factor Authentication

Enable this setting if you need the account in focus to utilize Two-Factor Authentication.

The Partner is then prompted to configure Two-factor Authentication when logging in.

Two-factor Authentication can also be required for all accounts by an Admin via Account Settings or by a Partner through their account profile.

 

Learn more about enabling Two-factor Authentication here: Introduction to two-factor login authentication Enabling two-factor authentication within User accounts

 

Clearing Two-Factor Authentication

Select this option to reset authentication for the User.

 

Adding or updating mobile phone numbers

Enter the Partner's Mobile Phone number here to use SMS notifications. Third-party Twilio integration is required for this.  

 

Email this account important Checkfront service updates and announcements

Check the box provided if you would like the Partner to receive email regarding important Checkfront service updates and announcements.

 

Learn more about Partner Profiles from the Partner perspective here: Managing your Admin, Staff or Partner account profile

 

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To change a Partner's email, follow these steps:

1. In the Partner profile, select and remove the text in the Email field.
2. Enter a unique email address into the field.
3. Select Save when finished.

 

We advise you to have your Partner change their passwords using the Forgot Password? feature or through the change password option within their Account Profile. This ensures that only the account holder is privy to their password.

If need be, you can change a Partner's password here by following these steps:

1. In the Partner profile, select the Change Password button.
2. In the New Password field that appears, enter a new password, considering the above-listed requirements.
3. Select Save when finished.

 

You can suggest that Partner use the Forgot Password? link within the Login form.

This saves you from communicating the new password to the Partner outside the system, keeping the password private and secure.

 

Learn More about how Partners can reset their passwords here: Resetting your forgotten password

 

Two-Factor Authentication can be reset for select User Accounts by an Admin. This is helpful if a Partner loses their authentication device or wants to change authentication methods or applications.

1. Go to User Accounts (Manage > User Accounts). 
2. Find the Partner Account you need to update and click on the Partner's Nickname to open the Edit Account side panel.
3. Click on the Clear Two-Factor Device Settings button.

Next time the Partner logs in, they are asked to set up authentication again.

 

Users can also clear Two-Factor Authentication from their profiles, for example, if they need to switch authentication methods or apps. Managing your Admin, Staff or Partner account profile

 

To fully disable Two-Factor Authentication for a Partner account, follow these steps.

1. Go to User Accounts (Manage > User Accounts). 
2. Enable Require Two-Factor Authentication within Account Settings.
3. Save the change.
4. Find the Partner account you need to update and click on the Partner's Nickname to open the Edit Account side panel.
5. Click on the Clear Two-Factor Device Settings button.
6. Go back to Account Settings and disable Require Two-Factor Authentication.
7. Save the change. 

 

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Partner Accounts can be archived if no longer needed or created in error. Simply click the Archive button found at the bottom of the Edit Account page.

Archived accounts are found with the Partner Accounts list if you filter by the Archived status. From there, you can edit the account and Unarchive the Partner.

 

Archived Partner Accounts do not count toward total Partner Accounts. If you archive a Partner Account, this opens up a space for a new Partner Account!

 

 

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< Enabling system-wide account settings for Partner accounts     |     Managing partner account permission settings >

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