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How to add partners

Easily add and manage partners from your dashboard. Keep organizations and contacts organized with quick edits when details change.

Partners let you keep key contacts connected directly in Brindlechute.

Add a New Partner

  1. From your dashboard, go to the left sidebar.

  2. Scroll down to the Platform section and select Partners.

  3. In the top-right corner, click Add partner.

  4. Enter the organization name. Optionally, upload a Profile image using Choose File and add one or more tags — search existing tags or create a new one.

  5. Under Contacts, enter the contact's First name and Last name (both required), plus their Phone and Email.

  6. To add another contact, click Add contact. Select Primary contact on whichever contact should be your main point of contact. To remove a contact, click the X in its top-right corner.

  7. Scroll down to configure additional optional settings:

  8. Click Save.


Manage Partners

Once added, your partner will appear in the Partners list. You can edit their details anytime by selecting their record and updating the fields.

Contacts: Add, edit, or remove contacts anytime — open a partner and click Edit, then go to the Contacts section. Click Add contact to add someone new, select Primary contact on whoever should be your main point of contact, or click the X on a contact to remove it.

Tags: Add, change, or remove tags anytime — open a partner and click Edit, then search existing tags or create a new one. Use tags to group partners however makes sense for your organization (by region, activity type, relationship, etc.). Tags also work as a filter on the Partners list — see Find a Partner below.

Profile image: Upload or replace the image anytime — open a partner and click Edit, then use Choose File under the org name. The image appears next to the partner in your Partners list and in the partner filter on the Experiences page. Partners without one show a letter avatar instead.


Find a Partner

As your partner list grows, use the search controls above the list to narrow it down:

  • Search by name, email, phone — type any part of a partner's organization name, email address, or phone number.

  • Search partner tags — open the dropdown and select a tag to show only the partners carrying it.

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