Modify partner information
Click Edit in the About section, click the contact type, and make the desired modifications.
Delete a contact
Click Edit in the About section, click the contact type, and click the Delete contact link.
Modify a Partner’s Settings
You can modify a partner’s settings including contact details, identifiers, digital certificates, acknowledgements, control numbers, and more.
To modify a partner’s settings:
In Partner Manager, select Partners in the navigation menu.
Click the partner.
Change any of the following settings:
Settings Actions Additional Information
Partner information, including a partner’s address, website, and contact details
Add a new identifier
Click New in the Identifiers section and enter the required fields.
Delete an identifier
Select the identifier and click Delete.
Because a partner must have at least one identifier, you can’t delete the last one.
The partner’s digital certificates, such as X.509 certificates
Click New in the Certificates section.
Create a new endpoint
Click New in the Endpoints section and enter the required fields.
Delete an endpoint
Click the endpoint’s link and click Delete.
Acknowledgements, validations, control numbers, character sets (X12 only), and separators (X12 send format only).
Click the appropriate link in the Validation and acknowledgement settings section, and make the desired modifications.