Partner Accounts: Partner Profile Settings

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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:

• Staff Accounts: Introduction
• Customer Accounts: Introduction

 

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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 on 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 temporarily remove a Partner's access.

 

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

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. 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: Accounts: Profile

 

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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 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.

 

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

 

 

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< Partner Accounts: Introduction     |     Partner Accounts: Permission Settings >

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