Documentation/Studio
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  • Getting started
    • Key concepts
    • Sign in
    • Create and switch organisations
  • Registers
    • Create and change a register
    • Upload and download entries
    • Add, edit and deactivate entries
    • Groups
    • Claims
    • Challenge codes
    • Connect and test an external register
    • Register activity
  • Membership definition
    • Add and order register assignments
    • Filters and outcomes
    • Preview before saving
    • Save and version history
  • Member code query
  • Members directory
    • Find a member
    • Look up the checks of a member code
    • Deactivate a membership
  • Communities
    • Create, rename and delete a community
    • Filter by register, status, groups and claims
  • Frontends
    • Create a frontend
    • Frontend keys
    • Released claims
    • Sign-in settings
    • Guest access
    • Sign-in branding
  • Login with appsolut
    • Sign-up and onboarding
    • Sign-in and sign-out
    • Support requests
  • Frontend users
    • Find a frontend user
    • Membership and activations
    • Block a frontend user
    • Export a frontend user's data
    • Disconnect a frontend
  • Membership check
    • Check modes
    • Results and the check log
    • Rate limits
    • Grace rule
  • Vouchers
    • Partners
    • Create a voucher offer
    • Voucher pools
    • Activate, pause and end a voucher offer
    • Voucher settings
  • Redemptions
    • Redemption settings
  • Organisation settings
    • Organisation profile
    • Studio users and roles
    • Billing
    • Roadmap and feature requests

Partners

Add the businesses that honour your vouchers, with their contact persons and redemption address, and archive them.

Studio roles: "Owner" and "Administrator", and Studio users with the permission set "Voucher manager". With "Voucher viewer" you see the partners without changing them.

A partner is a business that honours your organisation's vouchers. Open "Partners" in the sidebar, under "Vouchers", to see them all with their redemption address, website and how many contact persons and voucher offers each has. Search by name, or show only "Active" or "Archived" partners with "State".

The Partners page of Pannoniqa AG, listing Thermalbad Pannonia, Radwerk Graz, Buchhandlung Seitenweise and the archived Lichtspiele WelsThe Partners page of Pannoniqa AG, listing Thermalbad Pannonia, Radwerk Graz, Buchhandlung Seitenweise and the archived Lichtspiele Wels

Add a partner

  1. Open "Partners" and choose "New partner".
  2. Enter the "Name", for example "Thermalbad Pannonia". Two partners of your organisation cannot have the same name, whatever its case.
  3. Optionally enter the "Redemption address": the email address members' messages about a redemption go to. Without one, the default redemption address applies.
  4. Optionally enter the "Website", starting with https://.
  5. Under "Contact persons", choose "Add contact person" for each person, with their name and optionally their email and phone. A partner has up to 20.
  6. Optionally write an "Internal note", for your organisation only.
  7. Choose "Create partner".

The partner's page opens, with its details, contact persons and voucher offers.

The page of Thermalbad Pannonia with its redemption address, website, internal note, contact person and voucher offerThe page of Thermalbad Pannonia with its redemption address, website, internal note, contact person and voucher offer

To change a partner, open it and choose "Edit". Changes apply at once, to every voucher offer of the partner. If someone else saved the partner meanwhile, the Studio says so and keeps their changes: close the dialog and edit again.

Archive or delete a partner

A partner with voucher offers is never deleted, so your records keep it.

  • Archive a partner you no longer work with: open it and choose "Archive". "Archive" shows once every voucher offer of the partner has ended. An archived partner keeps its ended offers but takes no new ones, and the list marks it "Archived". "Restore" takes it back.
  • Delete a partner without voucher offers, for example one added by mistake: open it and choose "Delete". The partner and its contact persons are gone for good.