Assign Attributes to Members

Assign Attributes to Members

This article shares how to assign an attribute to multiple members in your ecosystem at the same time. Follow these steps:
NOTE: You must create your custom attributes and members before you can start assigning them. You can also assign attributes to multiple members by uploading them in a spreadsheet, however you need to create the custom attributes before you download your template spreadsheet for it to work.

How to Assign an Attribute to Members: Step-by-Step Instructions

1. Login to PARTNER CPRM and open your Ecosystem.

2. On the lefthand side of the screen, click "Attributes" within the ecosystem navigation menu to open your attribute library.

3. Within the attribute library that opens, click the 'more options' icon to the right of the attribute you want to assign.



4. Double click the cell next to each member to assign that attribute to them.

5. Choose a single option for single-select attributes, and multiple options for multi-select attributes.



5. When finished, click the button that says "Return to Attributes."

Repeat this with each attribute to assign them across your ecosystem members.
    • Related Articles

    • Customize Member Library Columns

      This article shares how to customize which attributes and data appear in the columns in your member library and change their order. How to Customize Columns in Your Member Library: Step-by-Step Instructions 1. First, login to PARTNER CPRM and open ...
    • Create a New Attribute

      This article shares how to add a custom member attribute in your member library. These allow you to collect additional info about the members of your ecosystem, like previous meetings and interactions, notes about your partnership, and single-choice ...
    • Upload Multiple New Members

      This article shares how to create multiple ecosystem members in your member library in PARTNER CPRM by uploading a CSV spreadsheet. To learn how to add an individual member to your member library, read our article: Create a Member Experiencing ...
    • Create a GIS Attribute

      This article shares how to add a custom GIS attribute for your ecosystem members. GIS Map attributes will populate data based on the primary address of the member and can not be edited by users. The data is pulled from the selected GIS map base ...
    • Add a New Member

      This article shares how to add a new member to your library in PARTNER CPRM. To learn how to add multiple members to your member library by uploading a spreadsheet, read our article: Add Multiple Members in Your Member Library. How to Add a New ...