Editing a Provider's Profile and Custom Fields

To edit these details for a specific provider account:

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Profile. This area lists out all of the provider attributes, including Custom Fields.
4. Under Provider Information, when you click Edit, you can edit the provider's Contact Name, Contact Email, and Provider Company Description.
5. Under Partner Fields, when you click Edit, you can add/manage the Custom Partner Field information for the provider.
   • Custom Fields are data items that you collect from your partners and/or providers. You can create custom partner fields to capture the significant metadata when provider accounts are created and then use that as a filter for various channel actions.
6. Under Partner Filters, when you click Edit, you can add/remove which partners you want to allow access to this provider and their marketing offerings.
7. Click Save at the top right-hand corner of the section once your edits are completed.