Edit partner
Module: EDI · For: Carrier users · Page address: /carrier-portal/edi-dashboard/partners/:id/edit
How to get there
Section titled “How to get there”EDI Dashboard → Trading & Exchange → Trading Partners → Demo 3PL Broker (7e4fe1) → Edit Trading Partner
Who can use this page
Section titled “Who can use this page”Needs: Edit permission on the EDI module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on EDI | Must be granted on its own (not part of Manage) |
| Save all changes | Edit on EDI | Manage also grants it |
| Edit notes | Edit on EDI | Manage also grants it |
What you see
Section titled “What you see”- Partner
- Contact
- Connection
- 990 response policy
- Notes
- Partner card — Editing
- Demo 3PL Broker (7e4fe1)
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Hide preview
- Clear selection
- Edit notes
- Hide Notes
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Partner name | Yes | textbox | Blue Ridge Retail Group |
| Partner code | Yes | textbox | BRRG4055 |
| EDI format | Yes | combobox | X12 |
| Status | Yes | combobox | Error |
| Contact name | No | textbox | Who runs the mailbox |
| Contact email | No | textbox | edi@partner.com |
| Contact phone | No | textbox | (555) 0142 |
| Transport | No | combobox | Select… |
| EDI connection | No | combobox | Demo SFTP Drop (7e4fe1) |
| Response window | Yes | spinbutton | 30 |
| On window expiry | No | combobox | Auto-accept on expiry |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27