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Manage Partners as an Agency

impact.com's in-app Customer Relationship Management tools can help you manage your relationship with partner. Within the Media Partners tab, you can perform actions like assign agency account managers to a partner account, view partner performance, and create notes regarding the partner.

Log into a partner's account as an agency member

You can log into a partner's account if you need to make any updates.

  1. From the left navigation menu, select Media Partners → Companies.

  2. Use the filters at the top of your screen to refine your view of partners.

  3. Under Login, select Login next to the partner to which you want to make changes.

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Assign an account owner to a partner

If you want someone on your team to be the primary point of contact for a partner, assign them to be the partner's account owner.

  1. From the left navigation menu, select Media Partners → Companies.

  2. Use the filters at the top of your screen to refine your view of partners.

  3. Under Account Owner, select Assign.

  4. In the top-right corner of your screen, select pencil-alt-solid.svg [Edit].

  5. Select the account owner from the drop-down menu.

  6. Select Save.

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Edit a partner's account information

Manage a partner's account information, like their contact information, tax information, promotional methods, and more.

  1. From the left navigation menu, select Media Partners → Companies.

  2. Use the filters at the top of your screen to refine your view of partners.

  3. Under Review, select Review.

  4. Next to the setting you want to change, select pencil-alt-solid.svg [Edit]. See these articles for more information on the setting you can change here:

  5. Make your changes, then select Save.

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Suspend or deactivate a partner's account

Warning: Partners will know that you suspended or deactivated their account. Remember that while a suspension is reversible, account deactivations are not. Take great care with these actions, as they will cause partners to potentially lose out on funds, and are irreversible if you deactivate their account.

  1. From the left navigation menu, select Media Partners → Companies.

  2. Use the filters at the top of your screen to refine your view of partners.

  3. Under Review, select Review

  4. In the top-right corner, select Suspend or Deactivate.

    • To reactivate a partner, return to this screen, then select Reactivate.

Add notes about a partner

Keep a history of your interactions with a partner.

  1. From the left navigation menu, select Media Partners → Companies.

  2. Use the filters at the top of your screen to refine your view of partners.

  3. Under Notes, select Notes.

  4. Add any notes about a partner, as well as any files you might have about the interaction.

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