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Before you start

You can edit a relationship in the Relationship Explorer or in the Relationship Manager.

Getting started

  • Make sure you are logged in to your admin UI

  • Click on Relationships in the main navigation menu, and proceed to click on Explorer or Manager.
    If you do so, you will see the Relationship Explorer or Relationship Manager page.

  • Now select a relationship and you will see the info panel with details of the selected relationship on the right side.

Edit a relationship

You can change the commission model, commission rule, fee model, and the status if you have the permissions to do so.

Activities: When and by whom was the relationship established and changed?

In the single-selection mode click on the 'Activities' - tab next to the Details tab. It will show you all changes that have been made to the relationship since it was established.

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