How to Edit a Card on Supered (Partner)
There are two ways to edit a card, depending on the need.
-
You can edit a specific card at the CLIENT level
-
Go to "Partner"
-
Click on "Accounts" and click "Access Instance" on the far right side of the client account you want to access.
-
Once you are in your client's account, navigate to "Cards" and the specific card you would like to update.
-
Click on the card, make the edits and hit "Save."
-
The card will automatically update on the Supered Base and the embedded cards on the client's Hubspot.
-
-
You can edit a card at the Partner level
-
Go to "Cards"
-
Click on the Collection where the card is being housed.
-
Click on the card, make the edits and hit "Save."
-
This will NOT automatically update the packages that have already been installed on clients accounts
-
It will automatically update the package for future installations.
-
To update the packages that are already installed, you will need to go re-install the cards at the client level.
-
Go to "Accounts" and click on the package under "Assignments"
-
Click on "Uninstall" and "Install cards" to update the cards.
-
Note- Supered will not remove Hubspot resources, but will remove cards, folders & triggers when "Uninstalled".
-
Articles in this Section
- Connecting a Current Supered Client to Partner Account
- Create Custom Packages
- How to Create Collections for Cards
- How to Edit a Card on Supered (Partner)
- How To (Partner): Install custom packages into HubSpot Accounts
- How to Remove Hubspot Resources from a Package
- How to Uninstall Hubspot Resources from a Hubspot Instance
- Modifying a Supered Client Package
- Partner Dashboard
- Partner License FAQ
- See all 11 articles