---
title: Partnerships Overview (Accounts for Activation Teams)
description: To provide a comprehensive overview of the activation partnership account in Trak, including managing account information, sharing with internal and collaborative users, and navigating through subpages.
---

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# Partnerships Overview (Accounts for Activation Teams)

## To provide a comprehensive overview of the activation partnership account in Trak, including managing account information, sharing with internal and collaborative users, and navigating through subpages.

<iframe src="https://player.vimeo.com/video/1013688856?app_id=122963" width="426" height="240" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" title="Product Training MODULE Partnerships (Accounts for Activation Teams)" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

### Key Steps

1. **Account Information Management** 
     - Click on the partnership logo and name.
     - Use the pencil icon to update account information such as industry, sales owner, and account notes.
     - Modify collaboration settings like status, external access, and notifications.
     - Edit partnership overview and rearrange elements by dragging and dropping.
     - Utilize pin notes, dashboards, and protected accounts for specific needs.
     - Access additional options like managing users, duplicating or merging accounts, rolling over partnerships, or archiving accounts.
2. **Sharing** 
     - Assign internal and collaborative users to the partnership.
     - Update users on changes, due dates, and progress through email notifications.
     - Remove, grant different access levels, invite new users, or assign existing users directly from the share button.
3. **Subpages Navigation** 
     - Tasks: View and manage all tasks related to the partnership, edit due dates, and make assignment changes.
     - Overview: Shareable page for client collaborators with customizable information.
     - Files: Access and manage files associated with the partnership.
     - Calendar: 30-day view based on task due dates.
     - Social: Social feed for partnership mentions.
     - Presentations: Access and create presentations for client collaborators.
     - Notes: Internal and external notes sharing option.
     - Activity: Log of all activities and changes in the partnership account.

### Cautionary Notes

- Ensure sensitive information is protected when sharing and collaborating on the partnership account.
- Double-check changes before updating account information to avoid errors.
- Regularly review and update user assignments to maintain accurate communication and collaboration.

### Tips for Efficiency

- Customize the overview page to tailor information for client collaborators.
- Utilize filters and search functions to quickly find specific tasks or files.
- Regularly check the activity log to track changes and stay updated on account activities.

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