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Implementing partners

Partners who deliver your projects, the staff who work for them, and what they see.

Partners and their projects

When implementing partners are switched on, Settings, then Partners lists the organisations that deliver your projects. Each partner is assigned to one or more projects, and each activity says whether a partner or your own staff delivers it.

Partner staff

A user can belong to one partner. They inherit that partner's projects, places and countries, and see the people their partner registered or serves and their partner's activities. A user manager may narrow a partner member, never widen them.

Sharing project totals

A project editor can switch on Share project totals for a partner on a project. Its staff then see the project's full totals; otherwise every figure they see is the total for their access.

People already registered

When a partner member enters an identification number already on file outside their access, nothing about that person is shown. They are offered Add this person to my activity instead: on the registration form, when adding a household or establishment member, and when importing a file.