Viewing partner details

Sponsor Administrators can get a 360-degree view of all the partners within their partner communities. Line-of-business (LOB) representatives that are assigned to a division can view only the partners that are assigned to the same division. You can see the contact details and email addresses of partner administrators and partner users that you have the permission to view. You can also see the activities that are associated with the partner.

1. Sign in to the PEM Portal as a Sponsor Administrator, an LOB representative, or a Sponsor Standard User.
2. Click Directory.
   The Partners tab is displayed by default. You can select the number of items that are displayed per page in the Show 10 per page field. The default is 10 items, but you can choose to display fewer items or more items.

   Note: For an LOB representative, only the partners assigned that are assigned to the same division as that of an LOB representative can be viewed. If there are no partners assigned to the division of an LOB representative, the Partners list is empty.
3. In the Actions column for the partner, click View.
   The Company Profile window is displayed.

   Depending on your permissions, you can see some or all of the following information:

   • Partner organization details
   • Partner administrator details
   • Attributes that are assigned to the partner organization
   • Activities that are assigned to the partner
   • Custom fields that are assigned to the partner
4. Click Organization.
   If the partner is not active, the User ID (Email) field can be updated.
   1. To edit the administrator, click Edit.
   2. In the User ID (Email) field, update the email address.
5. Click Administrators. The email address and account information of the partner administrator is displayed.
6. Click Users. The email address of all the partner users can be viewed.
   • Click the email address of the partner user. The Account Information is displayed.
   Note: The Users tab shows the email address of partner users only when the partner administrator is in Active status. In a pending status, the Users tab has no data and is not displayed.
7. Click Attributes. All the attributes that are associated with the partner can be viewed and edited.
   1. To edit the attributes, click Edit.
   2. Select an attribute type from the Assign Attributes list.
   3. In the Attribute Value List, select the check box of the attribute Value that is applicable to the partner. Click the right arrow ("greater than" symbol) ( > ) button to apply the attributes to the partner.
   4. Optional: To remove attribute values, select the attribute Value check box in the Selected Attribute Value List. Click the left arrow ("less than" symbol) ( < ) button.
8. Click Activities. All the activities that are associated with the partner can be viewed.
9. Click Custom Fields. All the custom fields that are associated with the partner can be viewed, added, edited, or removed. You can also search for the custom field name and take appropriate action.

   To add a custom field, use the following steps:

   1. Click Add.
   2. From the Name list, select the custom field name.
   3. In the Value field, enter a value that is applicable to the partner.
   4. Click Save.

      To edit a custom field value or remove a custom field, from the Actions column, click Edit or Remove as needed.