Within the partners menu you will be able to look up all of the available partners within the Reedge platform.
The admin has the options to:
- View the partner details
- Manage contactpersons for a partner
By clicking 'Open' in the context menu of a partner will open the Partner details screen.
Here you can view the partners details
In the Contactpersons tab, the admin can manage the contactpersons for a partner. Later on these contactpersons that are related to a file on behalf of a partner can be selected.
Look up existing contactpersons by entering a search query in the searchbar
Add a contactperson
By clicking the Add button the admin can add a new contact person.
A pop-up will appear where the following information of the contactperson should be entered:
- First name
- Last name
- Email address
- Phone number
- checkbox 'set as default' ; check this box if this is the default contactperson for this partner. Only 1 contactperson can be set as default.
click save to store
Edit a contactperson
The details of a contactperson can be adjusted by clicking 'Edit' in the context menu of an individual contactperson.
A pop-up with the information will appear which can then be changed.
click save to store changes
click cancel to avoid changes and return.
Remove a contact person
A contactperson can be deleted via the context menu > remove