IN THIS ARTICLE:
Overview
The Partner module provides a centralised tab for managing partners. Administrators can create, edit, archive or delete corporate partners, subject to the permissions assigned to their administrator role.
Note: Partners within Rosterfy are not formal entities and will not have their own logins or settings.
Creating a Partner
To create a partner in Rosterfy, follow these simple steps:
In the admin console, navigate to Users > Partners.
Click Create.
Enter the relevant information in the fields, then click Save.
Creating Partners in Bulk
There is the additional option to create partners in bulk, using the import partners function. Follow the simple steps below:
In the admin console, navigate to Users > Partners.
Click Actions > Import Partners.
Select Create in the Action dropdown.
Download a sample file, either Excel or CSV.
Edit the sample file as required and save it. Ensure to keep the column format remains as per the sample file to avoid errors when uploading.
Select the file via the Browse menu in the Import screen.
Click Upload.
Managing Partners
Within the Partner tab, there are a number of management actions that are available, including updating, archiving, and deleting partners.
For instructions on these actions, check out the Managing Partners article.
Partners & Groups
The Partner module can work together with groups within Rosterfy.
Groups can be affiliated with a single corporate partner, both admins and group leaders can manage this affiliation.
Partners can have multiple groups, and volunteers can belong to multiple groups.
Linking groups to partners will allow reporting to include Partner, Group and User level reporting.
For steps and instructions, check out the Partners & Groups article.
More Information
For more information check out the Group Leader - Overview article.