How to Archive Inactive Voucher Partners in the Voucher Portal

Follow this quick guide to archive inactive partners and maintain a cleaner, more organized partner dashboard.

Tap the video to pause the demo or manually advance each step. 

Step 1: Open the Voucher Partners List

• Click Portals.

• Click Voucher Portal.

• Navigate to the Authorized Partners tab.

Step 2: Archive an Inactive Partner

• Click VIEW/EDIT next to the partner you want to archive.

• Uncheck the Active checkbox.

• Check the Archive checkbox.

• Click UPDATE to save the changes.

The partner is now archived and will no longer appear in your default active list.

Optional: Display Archived Partners in the Dashboard

By default, the Archive column is hidden to keep your view clean. To view archived partners

Step 3: Reveal the Archive Column

• Click Columns in the AG Grid.

• Check the box for Archive to show the Archive status column.

• Click Columns again to close the settings panel.

Step 4: Filter to Show Archived Partners

• Use the filter option to include archived partners in your view, if needed.

Unarchive and Reactivate a Partner

If you need to make an archived partner active again:

• Click VIEW/EDIT next to the archived partner.

• Uncheck the Archive box.

• Check the Active box.

• Click UPDATE to apply the changes.

Your partner is now active and eligible for new voucher assignments and purchases.

Keep in Mind

• Archived partners are excluded from the “Authorized Partners Available” list in voucher programs.

• If already assigned, archived partners still appear in the Assigned Partners column.

• Archived partners cannot initiate new purchases.

• Archived status does not impact historical purchase visibility.