Adding Client Partners

Complete the following steps to add client partners:

  1. Log in to the ONE system.

  2. Select Menu/Favs > Administration > Partners > Client Partners.
    The Client Partners screen appears.

    images/download/attachments/131841216/image-2023-6-9_10-20-11-version-1-modificationdate-1686320411000-api-v2.png



  3. Click the Add Partner button.
    The New Client Partner screen appears.

    images/download/attachments/131841216/image-2023-6-9_10-20-56-version-1-modificationdate-1686320456000-api-v2.png

  4. Fill out the following fields. Fields with an asterisk ( * ) are required.

    Field

    Description

    * Partner Name

    Enter a partner name.

    * Partner Organization

    Select a partner organization using the picker tool.

    Consignee Signature Required

    Select this checkbox require a consignee signature.

    Auto Accept Control

    Select this checkbox auto-accept control.

    Relax Cutoff Time Constraints

    Select this checkbox to relax cutoff time constraints.

    Compliancy Codes

    Select one or more compliancy codes.

    Declared Value Threshold

    Enter a declared value threshold.

    Tax Exempt

    Select this checkbox if the partner is tax exempt.

  5. Click Save.
    A success message appears.