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How do I change partnership status?
How do I change partnership status?

Sometimes, you'll need to manually progress a partnership. Here's how it's done

Gordon Thomson avatar
Written by Gordon Thomson
Updated over a week ago

In certain circumstances, being able to move partnerships through the normal process manually can save time and keep your scheme in good shape.


On the partnership screen, click the View partnership button (looks like an eye).

This will take you to the partnership profile. Click the partnership status button. In this example, the button is yellow and indicating the partnership is Provisional.

Choose the new status from the dropdown menu and then fill in the details in the popup.

Add the details for the status update.

If required, you can then click Send Confirmation Email.

Key points

👍 Bypassing the automatic flow allows administrators to quickly move partnerships to a certain state

👍 The same process can be used to prevent the sending of partnership emails

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