Human Essentials

Documentation

Partner Profiles

Partner Profiles allow you to gather and hold a lot of information about your Partners that may be useful for meeting your regulatory requirements, managing their experience, and for grant-writing.

There is a lot of information in the profiles, and the information that is needed varies from bank to bank. Once you decide what information you need from your partners, you can set up the Partner Profiles to show the sections that you need, customizing it through “My organization”.

How does a Partner fill in and submit their profile

In the Partner’s view of the system, they can click on “Edit My Profile” to fill in all the information you want.
Once they have saved this, they will also see a “Submit for Approval” button. Clicking that changes their status to “Waiting for Approval”, and makes them appear in your dashboard list of partners waiting for approval, as well as making a “Review Partner’s application” button appear beside them in your view of all the Partners.

Viewing a Partner Profile

The Partner’s profile is viewable by clicking Partner Agencies in the left hand menu, then All Partners, then the name of the Partner. Scroll down to “Partner Profile” Partner Profile View Navigation 1 Partner Profile View Navigation 2

More information about the partner profile can be found under “Editing a Partner’s Profile”, below.

Editing a Partner’s Profile

You can edit a Partner Profile clicking Partner Agencies in the left hand menu, then All Partners, then “view” beside the partner in question. Scroll down to “Partner Profile”, then click “Edit Information.”

Partner Profile Edit Navigation 1 Partner Profile Edit Navigation 2

This will bring you to the partner profile edit screen It is initially presented with all the sections collapsed. Clicking on any of them will open the appropriate section.

You can save your progress by pressing the “Save Progress” button – that will save what you have done, but keep this screen up. Clicking “Save and Review” will save what you’ve entered, and go to the profile view. In either case, the whole profile will be checked for errors, which you will have to resolve to save.

Partner Profile Edit screen with all sections collapsed

The sections

The high level sections of the partner profile are:

Unless marked otherwise, above, you can choose whether you and the partners will see these sections, in your “My Organization” section (see “Getting started - customization)

[!NOTE] The section screenshot images below have sample data in them. Your initial screens may look a bit different as a result.

Agency Information (not configurable)

screenshot of expanded agency information section This section contains basic agency information that most, if not all, partners will need to provide:

  • Agency Name
  • Agency Type
  • Other Agency Type (i.e, details if “other” is chosen in Agency Type)
  • 501(c)(3) IRS Determination Letter or other Proof of Agency Status – this is a file to upload said letter.
  • Agency Mission
  • Address
  • City
  • State
  • Zip Code

Program / Delivery Address (if different)

screenshot of expanded program address section Sometimes, a large agency may have a separate address for a specific program or for deliveries/shipping.

Media Information

screenshot of expanded media information section This provides a place for the agency to indicate their major communication outlets.

If the bank chooses to ask for this information, the Partner must fill in at least one of the fields:

Agency Stability

screenshot of expanded agency stability section This section is about the maturity of the agency.

None of these fields are mandatory.

Organization Capacity

screenshot of expanded organizational capacity section This section has specific questions about the volume of the agency’s needs.

Sources of Funding

screenshot of expanded sources of funding section How does the agency get its funding?

Area Served (County/Client Share %)

screenshot of expanded area served with several counties

This asks what county/county equivalents the agency serves and what proportion of their client share is in which area.

At this time, this only covers U.S. counties and equivalents. We believe the list covers all of the U.S, including some areas that are not technically counties.
Let us know if you need more!

The sum of the client share has to be either 0 or 100, and the numbers have to be positive whole numbers.

You start out with space for 1 county, but can add more with the “Add Another County button”

Population Served

screenshot of top part of expanded population served question screenshot of bottom part of expanded population served question

This section has three broad questions plus two subsections of of demographic questions:

[!NOTE] We have an issue in our queue to rework this, so the order may change.

Race/Ethnicity of Client Base

This subsection is comprised of questions about the race/ethnicity of the client base and the poverty level of the Partner’s client base. There is no check on whether the numbers add up to 100 – because there may be overlap.

Poverty Information of those Served:

Executive Director

screenshot of expanded executive director section ![NOTE] This section currently contains both Executive Director and Primary Contact for the partner. We have splitting them up in our queue. Contact information for the head of the agency:

This is for your information only. It is not used for any emails.

Primary Contact

Contact information for your bank’s primary contact

This is for your information only. It is not used for any emails.

Pick Up Person

![screenshot of expanded pick up person section] The Pick up person (as well as the person who made the Request) will receive an email when a Distribution is scheduled, if the Distribution type is “Pick up”

Agency Distribution Information

screenshot of expanded agency distribution section This section is about the agency’s practices when distributing to their clients.

Additional Documents

screenshot of expanded additional documents section This is a place to upload additional documents that you need from your Partner.

Settings (not configurable)

screenshot of expanded settings section Many banks restrict the Partners to one kind of request (see Customization). If you don’t, the Partner can still simplify their request experience by unclicking the items that don’t apply. Only the options that you haven’t already turned off will show up there, and at least one has to be checked.

Prior: inviting a Partner Next: Approving a Partner