Assigning Partners to Employees

Access the Employee - Manage {Employee Name} form, Customer and Partner tab. Click the Partner link.

To assign partners to employees:

1. Click the Assign Partners button.

2. On Link Partners, search for and select the partners that you want to attach to the employee, and then click Select.

   The selected partners appear in the detail area of the form.

3. To remove a partner, click the Remove button.