You can edit a partner's profile details — photo, expertise, bio, links, capacity, and firm — from the admin console. This guide covers editing partners.
💡 Tip — Who can use this For platform admins, under Partners.
Quick reference
| Step | Action |
|---|---|
| 1 | Toggle edit on a partner and update their fields |
Step 1 — Edit a partner
Go to Partners and click Edit on a partner's row. An inline form opens letting you update:
- Photo — upload a profile photo.
- Expertise Domains — toggle the advisory domains they cover.
- Bio — their professional summary.
- LinkedIn URL and Website URL.
- Max Clients — their capacity.
- Firm — their firm association.
Save to persist. Partners can also self-edit most of these from their own settings.
📝 Note — Photo uploads use the partner-photos bucket Partner photos are stored securely and served via a public URL. The upload replaces any previous photo.
💡 Tip — Keep expertise domains current The expertise domains drive the partner-suggestion ranking during client onboarding. Keeping them accurate ensures the right partners are suggested for the right domains.