Editing a Partner
Editing a partner allows you to update partner details such as the Partner Name, Privacy Policy URL, logo, and associated email template. These updates ensure the correct partner information is displayed on ABM Pages, Hubs, and during asset downloads.
To edit a Partner, follow the steps below:
- From the Left Nav Menu, click Setup > Manage Partners.
- On the Manage Partners page, open the three-dot menu located under the Action column for the partner you want to modify, and then select Edit.
- On the Update Partner page, you can modify all the fields and click Update.
A success message is displayed, indicating that the Partner has been updated.
Deleting a Partner
To delete a Partner, follow the steps below:
- From the Left Nav Menu, click Setup > Manage Partners.
- On the Manage Partners page, open the three-dot menu located under the Action column for the partner you want to remove, and then select Delete.
- If a Partner account has any dependencies, the following message is displayed.
- If the Segment is not in use, a confirmation message is displayed. Click OK.
- If a Partner account has any dependencies, the following message is displayed.
- A confirmation message is displayed, and the Partner is removed from the listing page.
Related Topics:
Adding a Partner and associating it with an ABM Page and a Stream
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