Updating a Partner

Last edit: Jul 18, 2019
  • Contributors:
  • pavelloz

This guide will help you update a Partner's information.

Note

Currently, you can only update a Partner's name. We will extend this tutorial with additional instructions once you can update other fields, too.

Requirements

To follow the steps in this tutorial, you should be able to log in to the Partner Portal, and have access to a Partner (e.g. the Partner your User is assigned to).

Steps

Updating a Partner is a two-step process:

Step 1: Locate Partner

In the menu on the left, click on Partners, and select the Partner you would like to update. The information page of the Partner is displayed.

Step 2: Update Partner

To update the Partner, click on Edit:

  • Name: Edit the name of the Partner.

Click on Update. A Partner was successfully updated. message is displayed, and you can see that the information you edited has changed.

Next steps

Congratulations! You have updated a Partner's information. Now you can learn about updating an Instance:

Questions?

We are always happy to help with any questions you may have.