{"id":2679,"date":"2024-06-28T12:26:57","date_gmt":"2024-06-28T15:26:57","guid":{"rendered":"https:\/\/bc.themis.app.br\/?p=2679"},"modified":"2024-06-28T12:27:43","modified_gmt":"2024-06-28T15:27:43","slug":"criacao-e-edicao-de-parceiros","status":"publish","type":"post","link":"https:\/\/bc.themis.app.br\/en\/criacao-e-edicao-de-parceiros\/","title":{"rendered":"Creating and Editing Partners"},"content":{"rendered":"<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><strong>Menu \u2192 Finance \u2192 Partners<\/strong><\/p>\n\n\n\n<p>In this article, you will have access to information on:<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#cadastrar-parceiros\">Registering Partners<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#editar-parceiros\">Partner Edition<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#excluir-parceiros\">Exclusion of partners<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#exportar-parceiros\">Partner list export<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p>To consult <strong>register, edit and export the list of Partners<\/strong> on the platform, access the page <strong>Partners <\/strong>in menu <strong>Financial<\/strong>.<\/p>\n\n\n\n<p>When you access the page, you will see the list of registered Partners:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"438\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/1-lista-parceiros-cadastrados.png\" alt=\"\" class=\"wp-image-2781\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/1-lista-parceiros-cadastrados.png 1280w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/1-lista-parceiros-cadastrados-300x103.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/1-lista-parceiros-cadastrados-1024x350.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/1-lista-parceiros-cadastrados-768x263.png 768w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"cadastrar-parceiros\"><strong>Register a partner<\/strong><\/h2>\n\n\n\n<p><strong>1. <\/strong>To register a partner, simply click on the \"New\" button in the bottom right-hand corner of the page:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"4400\" height=\"1507\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/2-cadastrar-novo-parceiro.png\" alt=\"\" class=\"wp-image-2782\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/2-cadastrar-novo-parceiro.png 4400w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/2-cadastrar-novo-parceiro-300x103.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/2-cadastrar-novo-parceiro-1024x351.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/2-cadastrar-novo-parceiro-768x263.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/2-cadastrar-novo-parceiro-1536x526.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/2-cadastrar-novo-parceiro-2048x701.png 2048w\" sizes=\"auto, (max-width: 4400px) 100vw, 4400px\" \/><\/figure>\n\n\n\n<p><strong>2. <\/strong>When the pop-up opens, fill in the partner's name and click on \"Add\":<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"442\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/3-salvar-novo-parceiro.png\" alt=\"\" class=\"wp-image-2783\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/3-salvar-novo-parceiro.png 1280w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/3-salvar-novo-parceiro-300x104.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/3-salvar-novo-parceiro-1024x354.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/3-salvar-novo-parceiro-768x265.png 768w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<p><strong>3. <\/strong>When you access the partner registration screen, you will see the following fields:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Code:<\/strong> Automatically filled by the system and cannot be edited.<\/li>\n\n\n\n<li><strong>Name: <\/strong>Confirm the partner's name;<\/li>\n\n\n\n<li><strong>Type:<\/strong> Choose between the COM (commission) or RLP (net producer revenue) options;<\/li>\n\n\n\n<li><strong>Default Commission:<\/strong> Fill in the standard commission percentage for the partner, not including \"%\";<\/li>\n\n\n\n<li><strong>Before standard net income: <\/strong>Select between the Y (yes) and N (no) options to configure the commission calculation;<\/li>\n\n\n\n<li><strong>Standard RLP: <\/strong>Fill in the percentage of Net Revenue products, without including \"%\".<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<ol class=\"wp-block-list\" style=\"list-style-type:lower-alpha\"><\/ol>\n\n\n\n<p>Finally, click on the \u201cfloppy disk\u201d icon to save:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"4400\" height=\"825\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/4-salvar-campos-preenchidos-parceiro-novo.png\" alt=\"\" class=\"wp-image-2784\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/4-salvar-campos-preenchidos-parceiro-novo.png 4400w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/4-salvar-campos-preenchidos-parceiro-novo-300x56.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/4-salvar-campos-preenchidos-parceiro-novo-1024x192.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/4-salvar-campos-preenchidos-parceiro-novo-768x144.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/4-salvar-campos-preenchidos-parceiro-novo-1536x288.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/4-salvar-campos-preenchidos-parceiro-novo-2048x384.png 2048w\" sizes=\"auto, (max-width: 4400px) 100vw, 4400px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"editar-parceiros\"><strong>Editing a partner record<\/strong><\/h2>\n\n\n\n<p><strong>1. <\/strong>Double-click on the partner's name to open the editing screen or select the partner and click on \"open selected\":<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"4400\" height=\"1501\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/5-editar-parceiro-existente.png\" alt=\"\" class=\"wp-image-2785\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/5-editar-parceiro-existente.png 4400w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/5-editar-parceiro-existente-300x102.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/5-editar-parceiro-existente-1024x349.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/5-editar-parceiro-existente-768x262.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/5-editar-parceiro-existente-1536x524.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/5-editar-parceiro-existente-2048x699.png 2048w\" sizes=\"auto, (max-width: 4400px) 100vw, 4400px\" \/><\/figure>\n\n\n\n<p><strong>2. <\/strong>When you access the partner registration screen, you can edit the fields Name, Type, Standard Commission, whether it will be calculated before or after the standard Net Revenue and the percentage of the Producer Net Revenue. After making the edits, click on the floppy disk icon to save the change:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"4400\" height=\"825\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/6-editar-campos-e-salvar-parceiro.png\" alt=\"\" class=\"wp-image-2786\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/6-editar-campos-e-salvar-parceiro.png 4400w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/6-editar-campos-e-salvar-parceiro-300x56.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/6-editar-campos-e-salvar-parceiro-1024x192.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/6-editar-campos-e-salvar-parceiro-768x144.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/6-editar-campos-e-salvar-parceiro-1536x288.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/6-editar-campos-e-salvar-parceiro-2048x384.png 2048w\" sizes=\"auto, (max-width: 4400px) 100vw, 4400px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"excluir-parceiros\"><strong>Delete a partner record<\/strong><\/h2>\n\n\n\n<p><strong>1. <\/strong>To delete a partner record, simply select the partner and click on the \"Delete Selected\" button:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"4401\" height=\"1511\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/7-excluir-parceiro-da-lista.png\" alt=\"\" class=\"wp-image-2787\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/7-excluir-parceiro-da-lista.png 4401w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/7-excluir-parceiro-da-lista-300x103.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/7-excluir-parceiro-da-lista-1024x352.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/7-excluir-parceiro-da-lista-768x264.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/7-excluir-parceiro-da-lista-1536x527.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/7-excluir-parceiro-da-lista-2048x703.png 2048w\" sizes=\"auto, (max-width: 4401px) 100vw, 4401px\" \/><\/figure>\n\n\n\n<p><strong>2.<\/strong> Then confirm the deletion in the pop-up that will appear:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"444\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/8-concluir-exclusao-parceiro.png\" alt=\"\" class=\"wp-image-2788\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/8-concluir-exclusao-parceiro.png 1280w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/8-concluir-exclusao-parceiro-300x104.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/8-concluir-exclusao-parceiro-1024x355.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/8-concluir-exclusao-parceiro-768x266.png 768w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"exportar-parceiros\"><strong>Partner list export - Excel<\/strong><\/h2>\n\n\n\n<p>To export the partner list in Excel format, simply go to the partner registration home page and click on the Excel icon in the top left-hand corner of the screen. The download will start automatically:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"4400\" height=\"1507\" src=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/9-exportacao-excel-parceiros.png\" alt=\"\" class=\"wp-image-2789\" srcset=\"https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/9-exportacao-excel-parceiros.png 4400w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/9-exportacao-excel-parceiros-300x103.png 300w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/9-exportacao-excel-parceiros-1024x351.png 1024w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/9-exportacao-excel-parceiros-768x263.png 768w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/9-exportacao-excel-parceiros-1536x526.png 1536w, https:\/\/bc.themis.app.br\/wp-content\/uploads\/2024\/06\/9-exportacao-excel-parceiros-2048x701.png 2048w\" sizes=\"auto, (max-width: 4400px) 100vw, 4400px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><em>Didn't find what you were looking for? Use key terms in the search fields and check out our FAQ. If you still can't solve your problem, contact our customer service team.<\/em><a id=\"_msocom_1\"><\/a><\/p>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Menu \u2192 Financeiro \u2192 Parceiros Neste artigo, voc\u00ea ter\u00e1 acesso as informa\u00e7\u00f5es de: Para realizar o cadastro, edi\u00e7\u00e3o e exporta\u00e7\u00e3o [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[208],"tags":[206,67,205],"class_list":["post-2679","post","type-post","status-publish","format-standard","hentry","category-parceiros","tag-cadastrar-parceiros","tag-financeiro","tag-parceiros"],"_links":{"self":[{"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/posts\/2679","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/comments?post=2679"}],"version-history":[{"count":2,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/posts\/2679\/revisions"}],"predecessor-version":[{"id":3009,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/posts\/2679\/revisions\/3009"}],"wp:attachment":[{"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/media?parent=2679"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/categories?post=2679"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bc.themis.app.br\/en\/wp-json\/wp\/v2\/tags?post=2679"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}