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Locate: Manage > User Accounts > Partner Accounts > New Partner Account/Edit Account > Profile
Prerequisites: Administrator access permissions.
New to Partner Accounts? Please read the first article in this series: Partner Accounts: Introduction.
Check out the following articles to learn more about Staff and Customer User Accounts:
Partner ProfileBack to top
A Partner Profile can be added via the New Partner button at the top-right of the Partner Accounts tab or edited by clicking on the Name of any Partner Account record within the Partner Accounts list.
- Account EnabledBack to top
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 temporarily remove a Partner's access.
- Profile InformationBack to top
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.
An Email address for your Partner is required. This is used as the login Email, as well as for notifications and internal communications
An abbreviated name for your Partner is required. This should be a short, unique name used in reports and notes.
Partner Account Tags allow you to link different Partner Accounts for reporting purposes e.g. to report on Partner Accounts from the same company or organization across Commission Groups.
From the Commission report, you can then search and find Partner Accounts with that Tag to filter the report further for Commission Payout purposes.
-- Commission Group
Commission Groups allow you to group like Partner Accounts within the Commission report filters.
-- Login ID/Username
This can be used interchangeably with Email Address to log into the Partner Account.
-- Set/Change Password
This is the Password the Partner uses to access their account. This can be changed in their profile later on. The password should not be the same as any other Partner's Password.
- Passwords must contain/be
- At least 1 number (0-9).
- At least 1 upper and lower case letter.
- At least 10 characters long.
- At least 1 special character.
- Passwords must NOT contain empty spaces
-- Mobile Phone
Enter the Partner's Mobile Phone number here if you wish to use SMS notifications. The third-party Twilio integration is required for this.
-- Snapshot Email
A recurring email report with a summary of statistics and activity on Checkfront. Use the select box to choose the day of the week you would like your Partner to receive this.
Choose Never to unsubscribe the Partner from the Snapshot Email.
-- 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.
Archive Partner AccountBack to top
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 can be found with the Partner Accounts list if you filter by the Archived status. From there, you can Edit the Account and Unarchive the Partner, if need be.