Partner Space

Partner Space is a partner-branded work area that separates documents, issues, and assessments into company-specific containers. The Partner Workspace allows collaboration with various partners from a central place. It simplifies and groups information sent and received by your partners.

Note: Guest Users, who are not subscribed with CENTRL will work solely within a dedicated work-place type setting with your company branding using CENTRL's Partner Space.

This article covers the following topics:

Navigating to Partners 

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1. Click on Partners from the sidebar as shown above. You will be taken to the Partner Data screen.

Viewing your Partners 

By default, all your Partners will appear in a Grid view. If you have multiple partners, the Partners' list will appear in a List view. 

Grid View

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List View

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Searching for a Partner

Using the Search icon, you can quickly search for any Partner.

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1. Click on the Search icon to start searching.

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2. Within the search box, enter your search text.

Note: The screen will automatically reflect your search results.

Filtering your Partners

You can apply filters to your Partners by type. The options available are Active and Inactive.

Note: By default, the Partners screen will show Active Partners.

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1. Click on the Active drop down as shown above and select from the options; Active or Inactive.

Note: The Partners page will reflect the applied filters.

Applying Additional Filters

You can apply additional filters per field combined with AND/OR logic to Partners. This feature is especially useful when you have multiple partners and additional filters help in searching for your request quickly.

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1. Click on the Filter icon as shown above.

2. Within the Additional Filters modal, click on the Column drop-down and Value drop-down to select from the pre-populated options. You can apply more than one filter by clicking on the +icon.

3. Click on the Apply button to proceed. To clear filters, click on the Clear All button.

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4. You can view the filtered partners on the screen.

Note: After applying filters, the Filter icon also shows a count of the applied filters in red.

To learn more about adding a new partner or editing partner details, click here