The Partners section of your configurations is where you will add the organizations that you transfer animals to and from. The majority of your partners will likely be on our master list, but new partners can always be added.

Click your Username > Configuration > Partners to get started.

What user permissions do I need for general configurations?

• Configure my shelter and its users

Note
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.

Overview

Once you have selected the Partners section in your account's configurations, you will see a list of your current partners with a few options, such as adding a new partner, editing/deleting an existing partner, and marking a partner in or out of coalition.

Note
If you see a gold SL icon next to a partner's name, the partner is also a Shelterluv customer!

Adding a New Partner

Follow these steps to add a new partner:

1. In the Partners configuration section, click the green Add Partner button.
2. Click the Global Partner List dropdown menu and then search for your partner's name. If you see your partner's name, click them, then click the green Add Partner Button.
3. If you do not see your partner in the Global Partner List, scroll to the bottom of the dropdown menu and click the Submit New Partner to Shelterluv button.
4. Fill out the form and click the green Submit Partner button.

How to Edit and Delete a Partner

Please note that you cannot edit a partner's information if they are a Shelterluv customer.

• Follow these steps to edit a partner that is not a Shelterluv customer:

  • Click the three dots on the right side of the partner and choose Edit from the dropdown menu.

  • Make your adjustments in the Suggest Changes for Non-active Shelter form, and click the green Save button to save your changes.

  

  

  Note
  Edits to existing partner information go through an approval process, so you may not see your updates reflected immediately.

• Follow these steps to delete a partner:

  • Click the three dots on the right-hand side of the partner and choose Delete from the dropdown menu.

  • Read the warning and click the red Delete button to delete the partner from your account.

  

  

  Note
  Deleting a partner will not remove them from your historical data.

Marking Partners in Coalition

You can use the In Coalition toggle to the right side of a partner's name to mark them as being in coalition with your organization.