Partner Portal User Guide

A thank you email will be sent to the user address, welcoming them and reinforcing the benefit of creating an account (i.e. Promote events, become a member).

The user will click on Join Organizational Account.

The user will then receive a message that their request is being processed. As standard operating procedures, a representative from the chamber will approve all requests to join an organization. Please allow 24 – 48 hours for processing. Once a user is approved, they will be able to login at any time thereafter.

Once the request has been approved by the chamber representative, the user will see their current organizational account from the Current Organizational Accounts screen.

The user will need to click the Access Account button.

Then select Edit Your Online Partner Profile from the menu on the left side of the screen.

The business description for the Partner Profile / Free Member Listing will need to be entered in the Body section.

Be sure to enter the alternative text for each photo or logo that you upload.

To use the map function on the website, enter in the latitude and longitude for your business using getalong.net. If your business has special directions for driving or entry, enter the directions into the Written Directions section.

If the website for the business has a booking URL, enter that in the Miscellaneous Details section along with the Yelp Business ID and OpenTable Business ID.

The business can enter in their social media links to gain more exposure for those sites.

Click Submit Profile Changes once you are done editing your online profile.

Once changes are made, a notification will be sent to a chamber representative and will be reviewed and approved within 48 hours. To view the pending submissions, click Manage My Submissions.

If you wish to have an additional user to have access to the business account, they must first create a personal profile and then click “Join an Organization” and select the organization.

This will send an email notification of the request to the admin of the organization who can then add the request to the top of the “Team Settings” page.

You can view the profile of the individual requesting administrative access and accept their request by either selecting “Editor” or “Admin” user and clicking save changes. While both options allow them to edit the offers, events, and free member listing details for an organization, admins are also able to edit team settings.

To Remove a Team Member

Navigate to the Team Settings page. Click Edit next to the member you’d like to remove and select “Remove User From Team.” Click Save Changes.

To Create a New Event

Select Create New Event from the white button at the top of the screen OR from the menu on the left side of the screen.

The main screen of the submission page will display. The user will be able to select which organization they want to create the event for by opening the dropdown menu. The business name will appear here. If the user is not a Chamber member, the only option will be “Non-chamber member.”

The user should enter as much detail as possible for this event submission. Event submissions will be reviewed by a chamber administrator. Allow up to one business day for events to publish to the Connect Calendar

If the user is an administrator for multiple chamber member organizations, then the other accounts would appear in this dropdown menu.

If a change is needed after approval from the chamber representative, the user should access the organization account from the main screen, which will then take them to the Manage Submissions screen.

The user can then select the event they wish to edit, make the change, and resubmit the event for approval by the chamber representative. To do this, the user should click Edit on the right side.

The user will then be able to edit the event and resubmit the information for approval.

Select Create New Offer from the white button at the top of the screen OR from the menu on the left side of the screen.

The main screen of the offer submission page will display. The user will be able to select which organization they want to create the event for by opening the dropdown menu. The user should enter as much detail as possible for an offer submission.

If the user is an administrator for multiple chamber member organizations, then the other accounts would appear in this dropdown menu.

Editing of offer submissions are allowed if a change is needed (after approval) from the chamber representative. To complete this, the user should access the organization account from the main screen, which will then take them to the Manage Submissions screen.

Select Edit next to the offer to edit. Submit the change and a chamber representative will approve the update within one business day.