Skip to content

Commit 6ed82d5

Browse files
committed
More work on partners
1 parent 0d64d46 commit 6ed82d5

File tree

3 files changed

+11
-14
lines changed

3 files changed

+11
-14
lines changed

docs/user_guide/bank/pm_approving_a_partner.md

Lines changed: 6 additions & 9 deletions
Original file line numberDiff line numberDiff line change
@@ -1,33 +1,30 @@
11
DRAFT USER GUIDE
22

3-
4-
[TODO: Upcoming change review -- terminology. I feel like these are going to be done before the first pass is through so I'm leaving the screenshots out for the nonce.]
5-
63
# Approving Partners
74

8-
There are three paths in to reviewing a Partner's information before approving them to make requests --
5+
There are three paths in to reviewing a Partner's information before approving them to make Requests --
96

10-
1/ There is a list of partners awaiting approvals on the dashboard. To start the approval process, click "Review Application";
7+
1/ There is a list of Partners awaiting approvals on the dashboard. To start the approval process, click "Review Application";
118

129

1310
![Navigation to review application_from dashboard](images/partners/partners_review_application_from_dashboard.png)
1411

1512
or
1613

17-
2/ Click "Partner Agencies" and "All Partners" in the left-hand menu, then "Review Application" beside the partner.
14+
2/ Click "Partner Agencies" and "All Partners" in the left-hand menu, then "Review Applicant's Profile" beside the partner.
1815

1916

2017
![Navigation to review application_from partner_list](images/partners/partners_review_application_navigation.png)
2118

2219

20+
3/ Click "Partner Agencies" and "All Partners" in the left-hand menu, then click the Partner's name. Scroll down to view the Partner Profile information, and click "Approve Partner" if it has what is needed.
21+
2322

2423
----------------------------------
2524

2625
In any of these cases, you can view all the answers in the profile. If something needs changing, you can do it yourself by clicking the "Edit Information" button, or the partner can make the change.
2726

28-
See [Partner profiles](partner_profiles.md) for details on the partner profile.
29-
30-
[TODO: Link should go to the part of partner profiles that lists all the fields]
27+
See [Partner profiles](pm_partner_profiles.md#viewing-a-partner-profile) for details on the partner profile.
3128

3229
Once you have reviewed the partner's info, and want to approve them to make requests, click the "Approve Partner " button.
3330

docs/user_guide/bank/pm_inviting_a_partner.md

Lines changed: 3 additions & 3 deletions
Original file line numberDiff line numberDiff line change
@@ -1,10 +1,10 @@
1-
Draft User Guide
1+
READY FOR REVIEW
22
# Inviting a Partner
33

44
Before a Partner can make Requests, they have to be invited and approved.
55

66
When they are invited, they will receive an email with a link so that they can set up their password.
7-
These links expire [TODO: How long?], but if they don't respond in time,
7+
These links expire in a couple of weeks, but if they don't respond in time,
88
you can direct them to use the "Forgot your password?" function on the sign-in page
99
(https://humanessentials.app/signin) to get a new link to set their password.
1010

@@ -47,7 +47,7 @@ your annual reports.
4747
![Inviting a Partner screenshot](images/partners/partners_inviting.png)
4848

4949
# How to invite and approve a Partner
50-
First, make sure that you have "Use one-step Partner invate and approve process" chosen in ["My Organization"](getting_started_customization.md).
50+
First, make sure that you have "Use one-step Partner invite and approve process" chosen in ["My Organization"](getting_started_customization.md).
5151
Then...
5252

5353
1/ Click on "Partner Agencies" in the left hand menu, then "All Partners"

docs/user_guide/bank/pm_partner_reactivation.md

Lines changed: 2 additions & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -1,4 +1,4 @@
1-
DRAFT USER GUIDE
1+
READY FOR REVIEW
22

33
# Partner reactivation
44

@@ -10,7 +10,7 @@ This will bring up a list of all the deactivated partners. You can then click on
1010
Then click on the "Reactivate" button beside the partner. Click "Ok" on the confirmation window that pops up.
1111

1212

13-
[TODO: screenshot]
13+
![Navigation for reactivating a Partner](images/partners/partners_viewing_and_reactivating_deactivated.png)
1414

1515
This will bring them up in the same status as they were when you deactivated them.
1616

0 commit comments

Comments
 (0)