Edit Partners or Other Members

Information about a Partner or Other Member can be edited by clicking on the Edit icon (paper & pen) alongside the name of the Partner or Member.

Partner settings

The following fields can be entered:

Name: Name of the Partner

Active yes/no: a Partner is usually active, but may be deactivated in certain circumstances. For example, if a museum or attraction is closed for an extended period of time (at least 1 year) or is closed permanently. This means that the data remains in the system, but that the Partner no longer appears in invitation lists and so forth.

URL: Link to the Partner’s website. Note! The URL needs to be complete, including ‘http://’ at the beginning.

Upload logo (Partners only)

Logo images can also be uploaded for Partners. File names may only contain letters and numbers; special characters are not permitted. JPG, GIF and PNG file formats can be used.

Link to modules (Partners only)

After a new Partner has been added and saved, it can be linked to one or more modules. To do this, find the Partner in the system and click on the ‘edit’ icon next to the Partner’s name. A screen will appear containing information about the Partner and the option of linking the Partner to a module. The Partner is linked to a module by selecting the required module in the ‘Add module’ field and clicking the ‘Add’ button. After a new Partner has been added and saved, users can be created for the Partner. To do this, find the Partner in the system and click on the ‘View users’ link. The ‘Add a new user’ link on this screen can be used to add a new user for the Partner in question.

Settings other members

The following fields can be entered and/or edited:

Name: the name of the other member

Phone: a phone number of the other member

Email: a valid email address of the other member

Notify by E-mail: This needs to be activated, in order to send the username and password.

Username and Password: This must be unique

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Used in Create/edit/delete Partners and their users and send password

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