Edit Partner

Accessing the Edit Partner Screen

You can access the Edit Partner screen via two methods:

1. From the Partner List Screen:

   • Click the kebab menu (⋮) next to the partner and select "Edit."
   
   

   

   
   

2. From the Partner Detail Screen:

   • Click the "Actions" button in the top-right corner.
   • Select "Edit."

Once selected, the Edit Partner screen will open with all current information pre-loaded.

Screen Sections

1. Account Information

• First Name (required)
• Last Name (required)
• Email Address (required, must be unique)
• Phone Number (Country phone prefix + phone number) (required)

2. Personal Data

• Country (Dropdown selection) (required)
• Address Line 1 (required)
• Address Line 2 (optional)
• City (required)
• State (required)
• ZIP Code (required)

3. Financial Data

For US Accounts:

• Account Type:
  • Checking
  • Savings
• Account Number
• Routing Number

For Brazil Accounts:

• CPF or CNPJ (required)
• Bank (Dropdown selection) (required)
• Agency (required)
• Account Number (required)
• Pix Key (optional)

Navigation

Buttons:

• Save: Updates the partner's details if all required fields are completed.
• Back: Returns to the Partner List screen without saving changes.

Behavior and Validation

1. Pre-loaded Data:

   • The screen loads the existing partner information into the fields for ease of modification.

2. Required Fields:

   • The following fields must be completed for the "Save" button to activate:
     • First Name
     • Last Name
     • Email Address (unique)
     • Phone Number
     • Country
     • Address Line 1
     • City
     • State
     • ZIP Code
     • Financial Data based on the selected country (e.g., Bank details for Brazil)

3. Optional Fields:

   • Pix Key and Address Line 2 are not required. The "Save" button remains active if other required fields are completed.

4. Duplicate Email Validation:

   • If the entered email already exists for another partner, the system displays an error message:
     • "Email already exists for another Partner. Please check."

5. Saving Changes:

   • Once valid information is entered, clicking the "Save" button:
     • Updates partner details.
     • Displays a confirmation message: "Partner updated successfully."
     • Redirects back to the Partner List view.

6. Discarding Changes:

   • Clicking the "Back" button:
     • Discards any unsaved changes.
     • Returns the user to the Partner List screen.

Important Notes

• Only valid and unique emails are accepted.
• Optional fields, like Pix Key and Address Line 2, are not required for saving changes.
• Ensure accuracy in financial data, as incorrect entries can impact transactions.