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Partner Management
Manage and create a new partner
Manage and create a new partner

View, create, and manage partners and partner logins for effective collaboration and access.

Rob Fearn avatar
Written by Rob Fearn
Updated over a week ago

Viewing your partners

To view your partners, Navigate to your Organizer Dashboard, and click on the 'Partners' tab on the left hand side.


You are now viewing the 'Partners' screen.

Here, you can view all your partners in one central place. You can also:

  • View individual Partner Dashboards

  • View the user accounts linked to them (and revoke access)

  • Copy a link to a Partner Dashboard

  • Generate a new user login

  • Edit a Partner (eg name, description).

To do any of the above, simply click on the three dots on the right hand side, and select the option you need.


Creating a new partner


To add a new Partner, navigate to your Organizer Dashboard and click on the 'Partners' tab on the left hand side.



Once on the Partners screen, click the blue 'Add new' button.



In the resulting pop-up, add their basic information:

You can add the following fields:

  • Partner Type (e.g. Charity, Sponsor, Corporate etc)

  • Name

  • Description

  • Tagline

  • Logo

  • Individual Contact Name

  • Individual Contact Email

💡 Tip: The Name, Individual Contact Name and Individual Contact Name fields are all mandatory fields, so make sure you've filled all three out before creating your new Partner.

You can also choose to send a login email to the Partner immediately on creation. Tick the box at the bottom of the pop-up to do this.


Once happy with your new Partner details, click on the blue 'Create' button at the bottom of the pop-up.

You will now be able to see your new Partner on the Partners screen.


Generating additional logins for partners



Access to Partner Dashboards is granted on an individual user basis, so if more than one person from your Partner organization needs to access their Dashboard, they need to be granted access individually. As an organizer, you have the ability to generate additional user login for all of your Partners.


First, click on to the "Partners" tab on the left hand side of your Organizer Dashboard.


On the Partners page, you'll be able to view all your. To generate a new login for a partner, click on the three dots to the right hand side, then click on 'Generate new login'.


You can choose to either email the person their new login directly, or generate a link to send them yourself.

If you want them to receive an email, tick the 'automatically email the person this login' box, enter their email address, and click 'Generate login'.

If you don't want to notify via email, don't tick the box, and click on 'Generate login'.

You've now generated a login to the Partner dashboard. On the popup below, click on 'copy to clipboard', and distribute to your intended recipient as desired.

Revoking a Partner login

If you need to remove access for a specific user on a Partner Dashboard, first navigate to the dashboard in question, then click on Accounts on the left.

Find the user account you want to remove, and click on the three dots on the right. Click revoke access.

The user account will no longer be able to access to the Partner Dashboard.


Allow Partners to create and manage their own teams

As an organiser, you also have the option to allow your Partner to create their own teams for their organisation. Some example uses:

  • A global organisation wants to delegate their reserved entries to their different regional branches

  • A charity has several different teams who each have their own workflows for inviting participants

  • A corporate sponsor want to distribute their set of reserved entries to different department heads

A Partner Team can manage their own subset of the Partner’s assigned reserved entries, via their own dedicated Dashboard. Each Partner Team will be able to invite additional people to access their Dashboard.

To allow a Partner to create their own teams, you can enable this setting in one of two places:

  1. When creating a new Partner, enable teams via the toggle in the Create New Partner modal:

2. Alternatively, after creating a Partner, you can enable or disable teams using the ‘Edit Partner’ menu item, or via their Partner Dashboard’s Settings page:

Once a Partner has teams enabled on their dashboard, they will see an additional ‘Teams’ page on their Partner Dashboard. Partners can then create their Teams by pressing the ‘Add New’ button:

On the ‘Add New Team’ popup, the Partner can invite someone to access the Team’s dashboard, and optionally send them an invitation email immediately. (Additional invitations and account access can be managed later from the Partner Team’s dashboard.)

Partners can then manage their teams from the Teams page, including accessing their Dashboards:

For a Partner to assign reserved entries between their Teams, first navigate to the Events tab, and select the relevant event:

This page will display all the reserved entries groups assigned to each of the Partner Teams. Press ‘Assign New’ to assign reserved entries to and between individual Partner Teams:

Need more help?

If you didn't find the answer you were looking for here, or something didn't make sense, use the 😞 emoji at the bottom of the page to message our team with your question or problem. We'll get back to you as soon as we can!

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