Partners

The Partners form gives you the option of associating different types of partners to the location:

• Landlords: Person or entity that is providing the location.
• Managers: The person or entity who is the administrator of the property.
• Vendors: The person or entity who is receiving payments linked to owned locations, or the person or entity who is making payments linked to leased locations.

Note that to remove a partner, click in the Actions column and click Dissociate.

To associate partners to a location:

1. Click Main Menu > Locations and open the required location.
2. Click Partners.
3. To add landlords or managers, click in the related section.
   1. To search for a partner, enter at least two characters in the Name field.
   2. Select one or more landlord or manager and click Save.

To associate a vendor to a location:

1. Click in the Vendors section.
2. In the Role drop-down, select the type of vendor that you are associating to the location:
   • Lessee: The party that is renting the location. This option is generally used when you own the location.
   • Lender: The party that is financing the lease (and is only involved in the money aspect).
   • Supplier.
   • Lessor: The party that leases the property or finances the lessee. This option is generally used when you are leasing the location.
3. To search for a partner, enter at least two characters in the Name field.
4. Select one or more vendors.
5. Optionally enter a date range for the vendor using the Date From and Date To fields.
6. Click Save.

To update the date range for a vendor, click > Manage Vendors, and enter the required dates.

You have the option to select from the existing contacts that are associated in Financial Organization Structure to associate to your location partners, or to create new contacts. Contacts can be associated to multiple partner roles and to more than one location, if required.

Note: Contacts from Financial Organization Structure cannot be edited or dissociated from the partner, and are displayed in red. Contacts that are created in Nakisa Portfolio Management Suite can be edited and dissociated, and are displayed in blue.

To create contacts:

1. Click > Manage Contacts next to the partner to which you'd like to create a contact.
2. If there are already contacts associated to this partner in Financial Organization Structure, they will be listed in the Partner Contacts table. Click Location Partner Contacts > to add a new contact.
3. Enter a Name and Email for the contact.
4. Set one or more contact Types.
5. Fill in any additional information in the optional fields.
6. Click Save.

To associate contacts to the location partner:

1. Click > Manage Contacts next to the partner to which you'd like to associate a contact.
2. If there are already contacts associated to this partner in Financial Organization Structure, they will be listed in the Partner Contacts table. Click Location Partner Contacts or Partner Contacts > to associate a contact.
3. Select a contact from the list. Note that the contact must be associated to the partner in Financial Organization Structure to be displayed in the list.
4. Click Associate.

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