Partner Listing Screen

The Partner Listing Screen allows Affiliate Management users to view and manage a comprehensive list of partners. It provides key functionalities like search, pagination, and export capabilities for efficient partner management.

Accessing the Partner Listing

To access the Partner Listing screen:

1. Navigate through the left-side menu: Partnerships Management → Partners

Screen Layout

The screen displays a data table with the following columns:

• Name
• Email
• User ID
• Role
  • Displays as "Partner"
• Status
  • Invited: When the partner is created or invited.
  • Active: When the partner accepts the invite to join Inspire.
• Created On
  • Displays the date and time the partner was created.
• Sales
  • Displayed as an amount formatted according to the partner's currency (e.g., USD).
• Commission
  • Displayed as an amount formatted according to the partner's currency (e.g., USD).

Functionalities

Search

• A search field is available at the top for quick filtering of results by partner attributes.

Pagination Controls

• Previous and Next buttons allow navigation through pages of results.

Actions

• Export: Click to download the current list view in a CSV file format.
• Link: Click to share or manage invitations for partners.
• Create: Click to add a new partner.

Row-level Options

Each row has a kebab menu (…) providing additional actions:

• Edit: Modify partner details.
• Delete: Remove the partner from the list.
• Inactive: Change the partner's status to inactive.

Navigation

1. Access the Partners page to see a table with all relevant columns populated with data.
2. Use the search field to filter results quickly.
3. Navigate through pages using the "Previous" and "Next" buttons.
4. Use the "Export" button to download a CSV of the current list view.
5. Click "Link" to manage partner invitations or share links.
6. Click "Create" to add a new partner.
7. Use the kebab menu (…) for additional actions like Edit, Delete, or Inactivate partners.