Setting up a Partner

Set up a Partner

1. On the main menu, click Maintenance > Internal > Partner.
2. In the Partners window, click in the blank Employee field.
3. A drop down  arrow and Ellipsis   button appears.
4. Click the drop down arrow to select a partner or find the employee (partner) using the browse button.
5. Press [Enter]. The name appears in the list.
6. To add additional partners, repeat steps 2 to 4.
7. When you have finished, click OK to save the changes and close the Partners window.