Add a partner
To add a partner, go in Partners / All partners menu.
From this grid:
- Click on the ➕ button to open a partner creation pop up
- Enter the partner's information you have
- Only Name and Publication status fields are mandatory
- Draft status: partner is not displayed on the website, and available only on the back end
- Preview status: partner is displayed on the website, only in preview
- Published status: partner is displayed on the live version of the website
- Once your information filled in, click on SAVE to create the partner.
Partner creation window
Partner's options
- Event themes
Add one or more themes to this partner: themes linked to this partner will be displayed on the partner detail page and inversely.- Click on the button Update
- Select a theme or click on the button NEW to create one.
- Package
Package is assigned through the menu Partners / Packages. - Persons invited
If the partner invited participant through free invitation or a discount code, invited participants will be added here. - Quotas
If the Business Meetings functionality is activated, you can enter partner quotas here.If you authorise partners to send free invitations, partner personal quota will be entered here. - Linked partner (parent)
This field allows you to define which partner is the parent of the partner currently updated (for a company and its brand for example) - Booth number
If you choose a partner template on your website with a booth number, you can fill in it in here.
Partner's specific tabs
By clicking on the partner edition button 
, you can access specific tabs:
- Details
- Details tab has all the partner's information, entered by the organizer or the partner.
- Tasks
- Tasks tab has the list of all tasks assigned to the partner.
- For each task, in the Done column, you can see if the partner answered the task or not
- You can assign a new task to the partner by clicking on ➕ and selecting the task
- You can delete a task for the partner by selecting the task and click on
- Documents
- Documents tab has the list of all document assigned to the partner.
- For each document, in the read column, you can see if the partner read the document or not.
- You can assign a new document to the partner by clicking on ➕ and selecting the document
- You can delete a document for the partner by selecting the document and click on
- Accounts
- Accounts tab has the list of all participants linked to this partner.
- You can add a new person by clicking on ➕
- You can delete a person by selecting the person and click on
- Scans
- Scans tab has the list of all participants scanned by the partner
- You can delete a person by selecting the person and click on
- Product
- Product tab has the list of all products and packages assigned to the partner.
- You can assign a new product or a new package to the partner by clicking on ASSIGN A PRODUCT and ASSIGN A PACKAGE
- Sessions
- Sessions tab has the list of all sessions animated by this partner.
- You can update a session by clicking on
- You can see participants registered to a session by clicking on "..." and View registered
- You can assign a new session to the partner by clicking on ➕ and enter session's information
- Meetings
- Meetings tab is the list of all networking meetings took on behalf of this partner
- You can update a meeting by clicking on
- You can see participants of a meeting by clicking on
- You can create a new networking meeting on behalf of this partner by clicking on ➕ and enter meeting's information
- Business Meetings
- Business Meetings tab is the list of all Business Meetings of the partner
- You can update a meeting by clicking on
- You can see participants of a meeting by clicking on
- You can create a new Business meeting by clicking on ➕ and enter meeting's information