Partner Accounts: Partner Profile Settings

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Locate: Manage > User Accounts > Partner Accounts > New Partner Account/Edit Account > Profile
Prerequisites:

• Admin permissions to manage User Accounts.
• The Partner Accounts feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New).

 

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:

• Introduction to Staff accounts
• Introduction to Customer Accounts

 

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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

 

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.

 

-- 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. 

 

-- Set/Change Password

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

 

We advise you to have your Partner change their own 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, keeping in mind the above-listed requirements.
3. Select Save when finished.

 

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

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

 

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

 

-- Require 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 they next log 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

 

-- Clear Two-Factor Authentication

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 Nickname of the User to open the Edit Account side panel.
3. Click on the Clear Two-Factor button.

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

 

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

 

-- Disabling Two-Factor Authentication

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 Nickname of the Partner to open the Edit Account side panel.
5. Click on the Clear Two-Factor button.
6. Go back to Account Settings and disable Require Two-Factor Authentication.
7. Save the change. 

 

-- 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: Managing your Admin, Staff or Partner account 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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