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help:v7:admin:partner_detail

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

  • One of my Partner Contacts has a credential unique to him. I want to include it in the system, but don't think it necessary to create a whole new credential type. What can I do? When adding a new credential for that specific user, select 'Create Custom' in the dropdown. The system will let you input a custom program name and description, which should meet your need.
help/v7/admin/partner_detail.txt · Last modified: 2014/01/29 18:49 by jason