Your partners live under Partners in your team's menu. This guide covers the list, every field of the partner form, and what each one changes on your site.
The partner list
The list shows each partner with their name, their job, their category and whether they are active, newest first. Above it:
- Create opens an empty form.
- Categories opens the categories of your partners, such as Founders or Advisors: create them there, with a name, a description and an image, and nest them up to three levels. See Template types and categories.
- When your partners have custom fields with a filter, the filters narrow the list by their values.
Each row lets you open, edit, delete or copy the partner. Copying is described in Clone an item.
Create a partner
- Click Create.
- Fill in the fields below. Only Name is required.
- Click the save button at the bottom.
| Field | What it does |
|---|---|
| Name | Required. The partner's name everywhere on your site. |
| Job | Their position or role, such as Managing partner. Free text. |
| Description | A text about them, in an editor with bold, lists, links and headings. |
| Media | Their photos and files. You can upload several or pick them from your files. The first one is the picture at the top of the partner's page. |
| Category | The category the partner belongs to. Only the categories of your partners are offered. |
| Is Active | On by default. Off, the partner is left out of the list of partners on your site without being deleted. |
There is no option to mark someone as a founder: use a category for that.
When your team has custom fields for partners, their inputs appear at the end of the form. See Custom fields and choose Partner as the field's model.
Edit a partner
Editing shows one more field:
| Field | What it does |
|---|---|
| Slug | The end of the partner's address on your site: a partner with the slug ana-lopez is at your site's address followed by partners/ana-lopez. It is written from the name when the partner is created. Lowercase letters, numbers, hyphens and slashes, up to 100 characters, and no two partners of your team can share it. Change it only if you have not shared the address yet: the old one stops working. |
Files
The files you upload are kept in your team's files, in the Partners folder, inside a folder named after the number of the partner. A file you pick from your files instead stays where it is. Every file counts against your team's storage space; when there is no space left, the upload is refused. See Your media library and Your storage space.
On your site
Your site lists your active partners on the Partners page, each card with the name, the job, the category and the whole description, and shows each one on the Parter Detail page (that is how the page is named when it is created). See Show your company content on your site.
Who can do what
The actions follow the team permissions Partner: See, Partner: Create, Partner: Update and Partner: Delete on the Roles screen. A deleted partner is kept, and only a member with the team's owner role can restore it or delete it for good.
For developers
- The screen is
App\Front\Resources\Team\Partnerat/team/partners, overApp\Models\Partner(partnerstable), withPartnerPolicy(permission namepartner). - The table still has an
is_foundercolumn, which the form no longer offers and no template reads. - The files go to
Partners/{id}in the team library.