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To Edit a Partner
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Either in the All, Partners, or Users tab, click the partner you would like to edit.
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Enter new information for any of the following. Please keep in mind all fields are required besides a phone number.
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Company
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Email
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Contact Name
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Phone Number
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Select SAVE to confirm changes.
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Select CANCEL to back out of changes.
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Select Delete Partner to delete the partner.
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To Add a Partner
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Select the + Add Partner button.
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Enter information for all of the following. Please keep in mind all fields are required besides a phone number.
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Company
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Email
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Contact Name
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Phone Number (Optional)
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Select ADD to confirm changes.
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Select CANCEL to back out of changes.
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