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index 7d92e881bc..a2d5cec8c0 100644 Binary files a/docs/user_guide/bank/images/partners/partners_user_management_navigation_2.png and b/docs/user_guide/bank/images/partners/partners_user_management_navigation_2.png differ diff --git a/docs/user_guide/bank/images/partners/partners_viewing_and_reactivating_deactivated.png b/docs/user_guide/bank/images/partners/partners_viewing_and_reactivating_deactivated.png index 3379c686a4..b455c14068 100644 Binary files a/docs/user_guide/bank/images/partners/partners_viewing_and_reactivating_deactivated.png and b/docs/user_guide/bank/images/partners/partners_viewing_and_reactivating_deactivated.png differ diff --git a/docs/user_guide/bank/pm_approving_a_partner.md b/docs/user_guide/bank/pm_approving_a_partner.md index 2d4103047e..69dfec76ad 100644 --- a/docs/user_guide/bank/pm_approving_a_partner.md +++ b/docs/user_guide/bank/pm_approving_a_partner.md @@ -21,11 +21,11 @@ or ---------------------------------- -In any of these cases, you can view all the answers in the profile. If something needs changing, you can do it yourself by clicking the "Edit Information" button, or the Partner can make the change. +In any of these cases, you can view all the answers in the profile. If something needs changing, you can do it yourself by clicking the "Edit Partner Profile" button, or the Partner can make the change. See [Partner profiles](pm_partner_profiles.md#viewing-a-partner-profile) for details on the Partner Profile. -Once you have reviewed the Partner's info, and want to approve them to make requests, click the "Approve Partner " button. +Once you have reviewed the Partner's info, and want to approve them to make requests, click the "Approve Partner" button. (There is one at the top of the page, under "Partner Status", and another at the top of the Partner Profile section -- they do the same thing.) ![Approve Partner button](images/partners/partners_approving_1.png) diff --git a/docs/user_guide/bank/pm_making_a_partner_inactive.md b/docs/user_guide/bank/pm_making_a_partner_inactive.md index 33a3aa84e6..0f1c43096b 100644 --- a/docs/user_guide/bank/pm_making_a_partner_inactive.md +++ b/docs/user_guide/bank/pm_making_a_partner_inactive.md @@ -8,8 +8,7 @@ Go to the All Partners list (click on "Partner Agencies", then "All Partners" in ![Partner deactivate screenshot 1](images/partners/partners_deactivate_1.png) -Then click on "Deactivate Partner". A confirmation screen will appear. Click "OK". - +Then click on "Deactivate Partner" (1). A confirmation window will appear. Click "OK". ![Partner deactivate screenshot 2](images/partners/partners_deactivate_2.png) diff --git a/docs/user_guide/bank/pm_partner_profiles.md b/docs/user_guide/bank/pm_partner_profiles.md index 43946d0a83..4b92c5de54 100644 --- a/docs/user_guide/bank/pm_partner_profiles.md +++ b/docs/user_guide/bank/pm_partner_profiles.md @@ -44,7 +44,6 @@ The high level sections of the partner profile are: - Population Served - Contacts - Pick up Person -- Race/Ethnicity of Client Base - Agency Distribution Information - Additional Documents - Settings (not configurable) @@ -132,19 +131,15 @@ The sum of the client share has to be either 0 or 100, and the numbers have to b You start out with space for 1 county, but can add more with the "Add Another County button" ### Population Served -![screenshot of top part of expanded population served question](images/partners/partners_profile_edit_population_1.png) -![screenshot of bottom part of expanded population served question](images/partners/partners_profile_edit_population_2.png) +![screenshot of expanded population served section](images/partners/partners_profile_edit_population_1.png) -This section has three broad questions plus two subsections of of demographic questions: - -> [!NOTE] -> We have an issue in our queue to rework this, so the order may change. +This section has two broad questions plus two subsections of demographic questions: - Clients Have An Income Requirement to Work With You? - Do You Verify The Income Of Your Clients? #### Race/Ethnicity of Client Base -This subsection is comprised of questions about the race/ethnicity of the client base and the poverty level of the Partner's client base. +This subsection is comprised of questions about the race/ethnicity of the Partner's client base. There is no check on whether the numbers add up to 100 -- because there may be overlap. - % African American @@ -166,21 +161,14 @@ There is no check on whether the numbers add up to 100 -- because there may be o ### Contacts ![screenshot of expanded executive director section](images/partners/partners_profile_edit_executive.png) -![NOTE] This section currently contains both Executive Director and Primary Contact for the partner. We have splitting them up in our queue. -Contact information for the head of the agency: -- +This section holds contact information for the head of the agency, and for your bank's day-to-day contact at the agency. + +Executive Director: - Executive Director Name - Executive Director Phone - Executive Director Email -- Primary Contact Name -- Primary Contact Phone -- Primary Contact Cell -- Primary Contact Email - -This is for your information only. It is not used for any emails. -#### Primary Contact -Contact information for your bank's primary contact +Primary Contact: - Primary Contact Name - Primary Contact Phone - Primary Contact Cell diff --git a/docs/user_guide/bank/pm_partner_user_admin.md b/docs/user_guide/bank/pm_partner_user_admin.md index 6e516b8c4a..e9dcbd9837 100644 --- a/docs/user_guide/bank/pm_partner_user_admin.md +++ b/docs/user_guide/bank/pm_partner_user_admin.md @@ -7,12 +7,12 @@ Partners can add Users themselves, but occasionally a bank may need to step in If you need to administer a Partner's Users, click on "Partner Agencies" in the left-hand menu, then "All Partners", then click on the specific Partner you want to administer. -![](images/partners/partners_user_management_navigation_1.png) +![Navigation to a Partner from the Partner list](images/partners/partners_user_management_navigation_1.png) Then click "Manage Users" below Edit details button. -![](images/partners/partners_user_management_navigation_2.png) +![Manage Users button on the Partner page](images/partners/partners_user_management_navigation_2.png) -This will bring you to a list of Users for that Partner. Here you can invite new Users, start a reset password process (B) (they will receive an email with a link to reset their password), or remove access to that Partner from the User(C). +This will bring you to a list of Users for that Partner. Here you can invite new Users (A), start a reset password process (B) (they will receive an email with a link to reset their password), or remove access to that Partner from the User (C). -![](images/partners/partners_user_management.png) +![Partner user management page](images/partners/partners_user_management.png) [Prior - Partner reactivation](pm_partner_reactivation.md) [Next: Other Partner information](pm_other_information.md) diff --git a/docs/user_guide/bank/pm_requesting_recertification.md b/docs/user_guide/bank/pm_requesting_recertification.md index b3774518a7..210a43f78f 100644 --- a/docs/user_guide/bank/pm_requesting_recertification.md +++ b/docs/user_guide/bank/pm_requesting_recertification.md @@ -6,7 +6,9 @@ From time to time, perhaps annually, you may want to confirm that the informatio If you request recertification from a Partner, they will receive an email requesting that they update their information, and their status will change to "Recertification required". -Here is the text of that email +Here is the text of that email: + +![Recertification request email](images/partners/partners_recertification_email.png) --------- Hi [Partner name]