How to Add Partners

Overview

Partners represent the external suppliers, vendors, or service providers that your organization works with. By adding them to BoolDesk, you can link assets to specific vendors (e.g., tracking that a laptop was purchased from "Dell Technology") and keep essential contact information readily available for maintenance or warranty claims.

Step-by-Step Guide

1. Navigate to Partner Settings

Access the partner management section from the asset settings menu.

• From the main menu, go to Settings (1).

• Under the Asset section (2), click on Partners (3).

• Click the Add Partner button (4) in the top right corner.

2. Configure Partner Details

In the pop-up window, fill in the information for your vendor.

• Partner Information: Enter the Partner Name (e.g., "Dell Technology") and a Description (e.g., "Hardware Supplier"). You can also add their general contact details like address, email, and website.

• Contact Information: Add specific details for your account manager or point of contact, such as Contact Person, Contact Phone, and Contact Email.

• Click Save to add the partner to your directory.