Partners

What Are Partners?

Partners are other shelters, rescue organizations, or animal welfare groups that your organization collaborates with. These partnerships enable you to:

• Transfer Animals: Move pets between organizations based on capacity and resources
• Expand Reach: Work together to find homes for more animals
• Share Resources: Collaborate on rescue efforts and special needs cases
• Track Relationships: Maintain records of all partner organizations

Partners Dashboard

The Partners dashboard provides a complete view of all your partner organizations and transfer activity.

Accessing the Partners Dashboard

1. Log in to your PawPlacer account
2. Click on "Partners" in the main navigation menu
3. You'll see a list of all partner organizations

Partners Table Features

The main Partners page displays a table with:

• Name: The partner organization's name
• Contact: Primary contact person at the organization
• Email: Contact email address
• Status: Current relationship status (Active, Pending, Inactive, etc.)
• Transfers: Number of pet transfers with this partner

Filtering and Searching

You can filter the partners list by:

1. Click the filter dropdown at the top of the table
2. Select from these options:

• All: Shows all partner organizations
• Active: Currently active partnerships
• Pending: Partnership applications awaiting review
• Inactive: Partnerships that are no longer active
• Archived: Historical partner records

To search for a specific partner:

1. Type the organization name, contact name, or email in the search bar
2. The list will automatically filter to show matching results

Quick Actions

Each partner row includes quick action buttons:

• View Profile: Click the eye icon to see complete partner details
• Edit: Update partner information (requires admin permissions)

Managing Partner Records

Adding a New Partner

1. From the Partners dashboard, click the "+ Add Partner" button
2. Fill out the partner information form:

• Organization name and website
• Physical address
• Main phone number and email
• Primary contact person details

3. Add any relevant notes
4. Click "Add Partner" to save the record

Viewing Partner Profiles

To see complete details for a partner:

1. Click on any partner's name in the table
2. The profile page shows:

• Complete organization information
• Primary contact details
• Transfer history
• Documents and agreements
• Notes and special arrangements

Editing Partner Information

1. From a partner's profile page, click the "Edit" button
2. Update any information as needed
3. Click "Update Partner" to save changes

Partner Status Management

Partners can have different statuses:

• Active: Approved partnerships ready for transfers
• Pending: New applications awaiting your review
• Inactive: Partnerships temporarily paused
• Archived: No longer active partnerships

To change a partner's status:

1. Open the partner's profile
2. Click the status dropdown menu
3. Select the new status
4. Add a note explaining the change
5. Click "Update Status"

Reviewing Partnership Applications

When organizations apply to become partners, you'll need to review their applications:

1. Look for partners with "Pending" status
2. Click on the partner to view their full application
3. Review their organization details and credentials
4. You'll see options to:
   • Approve: Accept the partnership
   • Reject: Decline the partnership

Next Steps

Learn more about partner management:

• Pet Transfers - Moving animals between partner organizations
• Transfer History - Tracking all transfer activity
• Managing Documents - Storing agreements and paperwork
• Custom Partner Forms - Creating application forms for new partners