How to Manage Partner Companies
To view your list of partner companies
- While logged into SecurityTrax, click on your Company Name or the Hamburger icon
in the upper-left header.
- Note: Once clicked, the hamburger will change to
.
- Note: Once clicked, the hamburger will change to
- Under Admin, click Company Settings.
- Scroll down to the Integrations section.
- In the Integrations section, click Partner Companies.
To add a new partner company
- In the Partner Companies section, click Add.
- In the Add Partner Company window, fill out the desired fields.
- Click Save.
To edit a partner company
- In the Partner Companies section, click anywhere on the row of the desired partner company.
- On the Company page, click on the row of the desired partner company.
- Update the desired fields.
- Click Save.
To apply a tag to a partner company
- In the Partner Companies section, click anywhere on the row of the desired partner company.
- Just above the Company page, click the Apply Tag icon
.
- Inside the Apply Tag window, search for the desired tag.
- Click on the desired tag.
- Close the Apply Tag window.
To remove a tag from a partner company
- In the Partner Companies section, click anywhere on the row of the desired partner company.
EITHER
- Click the X inside the desired tag.
- Click Remove inside the Confirmation window.
OR
- Just above the Company page, click the Apply Tag icon
.
- In the Apply Tag window, search for the desired tag.
- Click on the desired tag.
- Close the Apply Tag window.
To view your list of partner company campaigns
- In the Partner Companies section, click anywhere on the row of the desired partner company.
- Click Campaigns in the left menu.
To add a new partner company campaign
- In the Partner Companies section, click anywhere on the row of the desired partner company.
- Click Campaigns in the left menu.
- In the Campaigns section, click Add.
- Fill out the desired fields.
- Click Save.
To edit a partner company campaign
- In the Partner Companies section, click anywhere on the row of the desired partner company.
- Click Campaigns in the left menu.
- In the Campaigns section, click on the row of the desired campaign.
- Update the desired fields.
- Click Save.
To apply a tag to a partner company
- In the Partner Companies section, click anywhere on the row of the desired partner company.
- Click Campaigns in the left menu.
- On the Campaigns page, click the Apply Tag icon
inside the row of the desired campaign.
- Inside the Apply Tag window, search for the desired tag.
- Click on the desired tag.
- Close the Apply Tag window.
To remove a tag from a partner company
- While on the Campaigns page, click the Apply Tag icon
inside the row of the desired campaign.
- Inside the Apply Tag window, search for the desired tag.
- Click on the desired tag.
- Close the Apply Tag window.