Assigning attribute values to multiple partners

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You can assign an attribute value to more than one partner at the same time.

About this task

You can group partners based on common criteria like country or region by assigning attribute values to partners. You can assign attribute values to partners that have the status Active, Registration Pending, or Approval Pending. In the user interface the status is not visible, but the list of partners contains partners in any status.

Procedure

  1. Sign in to the PEM Portal as a Sponsor Administrator.
  2. Click Settings.
    The Attributes tab is displayed by default.
  3. In the Actions column for the activity, select Assign/Remove.
    The Assign attribute values to partners window is displayed.
  4. Select an attribute value from the drop down list.
  5. In the Partner List, select partners for whom the attribute value is applicable. Click the right arrow ("greater than" symbol) (>) to apply the attribute value to all the selected partner administrators.
    Alternatively, you can search for a partner by entering the name in the Search by partner name field. The partner name appears in the Partner List. Select the partners for whom the attribute value is applicable. Click the right arrow (>) to apply the attribute value to the selected partner administrator.
  6. Optional: To remove a partner from the Selected Partner List, select a partner in the Selected Partner List. Click the left arrow ("less than" symbol) (<).
  7. Click Finish.
    A confirmation message is displayed.
  8. Click OK.