What is Partner Settings?
The Partner Settings module in OrderGrid allows you to manage Groups and Tags for partners, helping to organize and categorize them for easier management.
To access the Partner Settings, navigate to:
☰ > Partners > Settings
Groups
Groups help categorize partners into predefined segments for easier management.
Creating a New Group
Select the Groups tab.
Click the + New Group button.
Enter a group name in the input field.
Click Save to finalize the creation.
Editing a Group
In the Groups tab, locate the group to be updated.
Click the (⋮) beside the group and select Edit.
Modify the group name as needed.
Click Save to apply changes.
Deleting a Group
Navigate to the Groups tab.
Click the (⋮) beside the group to be removed and select Remove.
Confirm the deletion to delete the group.
Tags
Tags allow for specific categorization of partners for easier filtering.
Creating a New Tag
Select the Tags tab.
Click the + New Tag button.
Enter a tag name in the input field.
Click Save to create the tag.
Editing a Tag
In the Tags tab, locate the tag you want to edit.
Click the (⋮) beside the tag and select Edit.
Update the tag name as required.
Click Save to confirm the changes.
Deleting a Tag
Navigate to the Tags tab.
Click the (⋮) beside the tag to be removed and select Remove.
Confirm the deletion to remove the tag.
Note: Groups and tags created here can be assigned to partners in the Partners > List module.