> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-management/manage-my-partners.md).
# Manage Your Partners
Once you've [recruited partners](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners.md) to your program, you can manage them from the *My Partners* screen.
{% hint style="warning" %}
A new version of the My Partners screen is being rolled out gradually. The legacy screen remains the default view. [Contact us](https://app.impact.com/secure/advertiser/support/customer-support-portal-flow.ihtml) to get early access to the new version.
{% endhint %}
{% tabs %}
{% tab title="Legacy My Partners screen" %}
1. From the left navigation menu, select  **\[Engage] → Partners →** [**Partners**](https://app.impact.com/secure/advertiser/engage/mediapartners/view-mediapartners-flow.ihtml).
* If you've got a creator program, refer to [Manage Your Creators](/brand/what-would-you-like-to-learn-about/creator-program/working-with-creators/manage-your-creators.md).
2. From the upper-right corner, you can do the following:
* To view chosen partner data, select  **\[Graph icon]** in the upper-right corner. Here you can view the [**Performance by Partner**](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/performance-reports-for-brands/performance-by-partner-report.md) report, the **Partner tracking settings**, or the [**Partner contact list**](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-management/get-partner-contact-information.md#view-all-partners-contact-information).
* To edit several partners at once, select **Bulk Edit** and upload your excel or CSV file. See [Bulk Edit Partners in a Group](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-groups/bulk-edit-partners-in-a-group.md#bulk-edit-partner-groups) for more information.
3. Search for partners using the filter bar below *My Partners*.
* Refer to the *Filter reference* below for more information.
4. Select  **\[Columns]** to add additional columns to the *My Partners* screen.
* Refer to the *Columns reference* below for more information about the different columns.
5. Hover over a partner and select  **\[More]** to perform various actions for each partner.
* Refer the *Actions reference* below to see what you can do.
* Alternatively, select a partner's name to access the partner slideout. Learn more about the partner's [basic information](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/prospective-partners/view-prospective-partners.md#view-the-partner-s-basic-information-0-0), [media properties and details](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/prospective-partners/view-prospective-partners.md#view-the-partner-s-media-properties-and-details-0-1).
Filter reference
| Filter | Description |
| ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Search bar | Filter through your partners by searching for their name, unique partner ID, or URL. |
| Contract status | Filter your partners according to whether they are in an *Active*, *Expired*, or *Suspended* state of the partnership. |
| Groups | Filter your partners based on the specific partner group they are assigned to. |
| Contract | Filter partners by the type of contract they are signed to. |
| Terms updates | Filter your partners based on any updates to their terms, e.g. Partners who have *pending proposals*, or partners whose contracts have *recently expired*. |
| Relationship type | Filter to partners that either directly partnered with you or have partnered with you through the marketplace. |
| Country | Filter partners based on the country they are from. |
| State/Province | Filter partners based on the state or the province they are from. |
Column reference
| Column | Description |
| -------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Access |
This column provides a URL that grants temporary access to the partner account.
You can only access your partner's account if they've only joined your program via a direct sign-up link. Contact support if you want this option enabled.
|
| Partner | The partner's unique name, ID, and location can be found in this column. |
| Direct partner | Displays a  **\[Check]** if a partner is a direct partner with you, as opposed to one that joined through the marketplace. |
| Groups | Displays a list of labels indicating the different groups the partner is associated with. |
| Contract | The various contracts the partner is currently signed to. |
| Date joined | Displays the date the partner joined your program. |
| Report | Select the  **\[Graph]** to view the performance report for a particular partner. |
Actions reference
| Action | Description |
| -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Notes |
Note: We recommend using the Activity log in the partner slideout instead of this action.
|
| Contract | This action allows you to choose from a range of actions associated with the contract between you and the partner. To learn more, view the [contracts](/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/contracts.md) section. |
| Tracking | This action gives you a set of options related to tracking events between you and the partner. To learn more, view the [tracking](/brand/what-would-you-like-to-learn-about/platform-features/tracking/tracking-explained.md) section. |
| Partner Integration | This action allows you to help your partners in setting up either partner tracking pixels or postbacks (see the Partner-facing help article on [postbacks](/partner/what-would-you-like-to-learn-about/platform-features/action-management/event-notifications-and-postbacks/introduction-to-postbacks-for-partners.md) to learn more) to sync event data with the partner's own system. |
| Account Manager |
This action allows you to specify an account manager for the selected partner and make contact information available for direct partners.
Note: We recommend using the Assigned To field in the partner slideout instead of this action.
|
| Client Cost Settings | This action allows you to enable client costs for the partner. Select their default cost type and action tracker exceptions here. |
| Compliance Settings | This action allows you to customize review schedules and audit rates. You can override how frequent the review schedule for a partner is as well as how frequently they are audited. |
| Manage Account Links | This action allows you to oversee and adjust relationships between connected partner accounts, including why and how they're linked. |
| Message | This action opens up the chat window. From the chat window you can send the partner a message. |
{% endtab %}
{% tab title="New My Partners screen" %}
1. From the left navigation menu, select  **\[Engage] → Partners →** [**Partners**](https://app.impact.com/secure/advertiser/engage/mediapartners/view-mediapartners-flow.ihtml).
* If you've got a creator program, refer to [Manage Your Creators](/brand/what-would-you-like-to-learn-about/creator-program/working-with-creators/manage-your-creators.md).
2. From the upper-right corner, you can do the following:
* To view the [**Performance by Partner**](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/performance-reports-for-brands/performance-by-partner-report.md) report, select  **\[Graph icon]** in the upper-right corner.
* Select  **\[More]** to:
* **Export Partner List.**
* Access your **Partner Tracking Settings.**
* Access the legacy screen by selecting **Revert to old UI**. Refer to the [Legacy My Partners screen](#legacy-my-partners-screen) tab.
3. Search for partners using the filter bar below *My Partners*.
* Refer to the *Filter reference* below for more information.
4. Select  **\[Columns]** to add additional columns to the *My Partners* screen.
* Refer to the *Columns reference* below for more information about the different columns.
5. To see the performance data of a partner, hover over a partner and select **Performance**.
1. From here, you can track performance across various categories, including event types, ads, promo codes, and monthly trends.
6. Hover over a partner and select  **\[More]** to perform various actions for each partner.
* Refer the *Actions reference* below to see what you can do.
* Alternatively, select a partner's name to access the partner slideout. Learn more about the partner's [basic information](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/prospective-partners/view-prospective-partners.md#view-the-partner-s-basic-information-0-0), [media properties and details](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/prospective-partners/view-prospective-partners.md#view-the-partner-s-media-properties-and-details-0-1).
7. To manage multiple partners at once, see the [Bulk manage partners](#partner-groups) section below detailing bulk actions you can apply.
Filter reference
| Filter | Description |
| ------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Search bar** | Filter through your partners by searching for their name, unique partner ID, or URL. |
| **Groups** | Filter your partners to a specific partner group they are assigned to. |
| **Contract stage** | Filter your partners according to whether they are in an *Active* or *Expired* state of the partnership. |
| **Contract** | Filter partners by the type of contract they are signed to. |
| **Country** | Filter partners based on the country they are from. |
| **Size** | Filter for partners based on their [size](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-management/partner-size-rating-criteria.md#partner-size-scale). |
| **Custom fields** | Filter partners based on their answers to [custom fields in your surveys](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/surveys/create-custom-fields-for-surveys.md). |
| Select  **\[More]** to view additional filters |
Relationship stage:
Filter for partners based on their relationship status with you:
New - Partners you've tagged as prospects, but have yet to email or send a proposal to.
Contacted via message, provided they aren't already a prospect.
Negotiating - Partners without an accepted contract, including those awaiting a decision, those who haven’t accepted your proposal, those who countered your proposal, and those whose application you’ve countered.
Joined - Partners joined to your program.
Expired - Partners with expired contracts.
Business model: Filter partners by the type of business they run, such as loyalty, email, or coupon.
Assigned to: Filter partners by the account user assigned to manage or negotiate with them.
Prospecting source:
Filter partners by the source from which they were prospected, such as:
Applications
Prospects that were aggregated from external applications. This includes both direct applications and partners who applied via the brand marketplace.
This column provides a URL that grants temporary access to the partner account.
You can only access your partner's account if they've only joined your program via a direct sign-up link. Contact support if you want this option enabled.
|
| Partner | The partner's unique name, ID, and location can be found in this column. |
| Groups | Displays a list of labels indicating the different groups the partner is associated with. |
| Contract | The various contracts the partner is currently signed to. |
| Country | The country in which the partner is located. |
| Size | The partner's [size](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-management/partner-size-rating-criteria.md#partner-size-scale). |
| Email | The partner's email address. |
| Date joined | Displays the date the partner joined your program. |
| Media properties | The partner's connected media properties such as social media accounts and websites. |
| Business model | The type of business the partner runs, such as loyalty, email, or coupon. |
| Social reach | The partner's total social presence, based on follower counts across all social media properties. |
| Direct partner | Displays a  **\[Check]** if a partner is a direct partner with you, as opposed to one that joined through the marketplace. |
| Marketplace application date | The date of the partner's marketplace application. |
| Audience country | Where the partner's audience is situated. |
| Partner ID | The impact.com identification number of the partner. |
| Assigned to | The brand account user to which the partner is assigned. |
| Description | The partner's profile description. |
| Promotional areas | These are the locations or countries in which the partner promotes. |
| Contact name | A list of contact persons you could contact if you want to message or propose a contract. |
| Address | The physical address at which the partner is located. |
| Moz domain authority | Shows how likely a website is to rank higher in search results. The higher the score, the stronger the ranking potential. |
| Categories | These are content categories derived from the partner's historical brand associations. When a partner works with a brand, they inherit that brand's category structure. |
| Prospecting source |
Where you originally found this partner.
Applications
Prospects that were aggregated from external applications. This includes both direct applications and partners who applied via the brand marketplace.
Prospects that were identified through the Creator Search feature.
Other
Prospects not aggregated by any of the above sources.
|
| Custom fields | The partner's responses to the custom fields in your survey. Each custom field can be added as its own column. |
Actions reference
| Action | Description |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Contract | This action allows you to choose from a range of actions associated with the contract between you and the partner. To learn more, view the [contracts](/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/contracts.md) section. |
| Tracking | This action gives you a set of options related to tracking events between you and the partner. To learn more, view the [tracking](/brand/what-would-you-like-to-learn-about/platform-features/tracking/tracking-explained.md) section. |
| Invite to my campaign | This action allows you to invite the partner to a specific campaign. |
| Invite to my survey | This action allows you to invite the partner to a specific survey. |
| Partner Integration | This action allows you to help your partners in setting up either partner tracking pixels or postbacks (see the Partner-facing help article on [postbacks](/partner/what-would-you-like-to-learn-about/platform-features/action-management/event-notifications-and-postbacks/introduction-to-postbacks-for-partners.md) to learn more) to sync event data with the partner's own system. |
| Client Cost Settings | This action allows you to enable client costs for the partner. Select their default cost type and action tracker exceptions here. |
| Compliance Settings | This action allows you to customize review schedules and audit rates. You can override how frequent the review schedule for a partner is as well as how frequently they are audited. |
| Account Manager |
This action allows you to specify an account manager for the selected partner and make contact information available for direct partners.
Note: We recommend using the Assigned To field in the partner slideout instead of this action.
|
| Manage Account Links | This action allows you to oversee and adjust relationships between connected partner accounts, including why and how they're linked. |
| Message | This action opens up the chat window. From the chat window you can send the partner a message. |
### Bulk manage partners
{% hint style="success" %}
**Note**: The availability of these bulk actions depends on the user account's permissions.
{% endhint %}
From the new *My Partners* screen, you can perform bulk actions on multiple partners simultaneously. To begin any bulk action:
1. Hover over the partners you want to change and select the  **\[Unchecked boxes]** next to their names.
* Alternatively, select  **\[Unchecked box]** **Select All** to make changes to all your partners.
2. Select your desired action from the options available beneath the filters. Refer to the tabs below to learn how to perform your desired action.
{% tabs %}
{% tab title="Partner groups" %}
Change the groups your partners are assigned to.
1. Select **Change Groups \**  **\[Drop-down menu]**. From this drop-down menu, you perform one of the following:
1. Assign a group: Select the  **\[Unchecked box]** next to the desired group or select **Select All** to assign them to all groups.
2. Remove from a group: Deselect the  **\[Checked box]** next to the group name, or select **Clear** to remove them from all groups.
2. Select **Apply** **→ Confirm**.
{% hint style="success" %}
**Note**: Updates may not be immediately visible. Please allow a few minutes before refreshing your browser.
{% endhint %}
{% endtab %}
{% tab title="Assign account managers" %}
Bulk assign partners to specific account managers.
1. Select **Assigned To** to open the drop-down list of account managers.
2. Choose the account manager to which you want to assign the partners.
3. Select **Apply** **→ Confirm**.
{% hint style="success" %}
**Note**: Updates may not be immediately visible. Please allow a few minutes before refreshing your browser.
{% endhint %}
{% endtab %}
{% tab title="Email partners" %}
Bulk email partners.
1. Select **Email**.
2. Fill out the email details in the pop-up window.
3. Select **Send**.
{% endtab %}
{% tab title="Update contracts" %}
Bulk update your partners' contracts.
1. Select **Contract.**
2. Choose one of the following options:
* **Switch to existing contract**
* **Switch to new contract**
* **Suspend**
* [**Expire**](/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/contracts/expire-partner-contracts.md#expire-a-partner-contract)
* [**Modify Settings**](/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/contracts/revert-a-partner-contract-switch-or-expiry.md)
{% endtab %}
{% endtabs %}
{% endtab %}
{% endtabs %}
---
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