Table of Contents

Partner Detail Page

Detail Tab

Deleting a partner:

To delete a partner, you would first need to delete or inactivate the locations beneath it, then click on the Delete Partner button.

Location Tab

Deleting a location

When deleting a location, i.e. clicking on the Delete button, the system will prompt you to either delete or re-assign the associated contacts. When re-assigning, you will have the ability to choose from other locations of the partner.

Contact Tab

Login

Setting up a contact login will allow that user to access an application online. The partner benefit eligibility will dictate what functionality will be available.

When attempting to log in, should a user enter in an incorrect password 3 consecutive times his account will be locked automatically. This autolock will reset after 10 minutes.

Should an administrative deem it necessary, they may be lock/unlock a login manually.

Mini-FAQ