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How to Edit a Card on Supered (Partner)
How to Edit a Card on Supered (Partner)

Editing cards as a Partner can

Lindsay John avatar
Written by Lindsay John
Updated over a week ago

There are two ways to edit a card, depending on the need.

  1. You can edit a specific card at the CLIENT level

    1. Go to "Partner"

    2. Click on "Accounts" and click "Access Instance" on the far right side of the client account you want to access.

    3. Once you are in your client's account, navigate to "Cards" and the specific card you would like to update.

    4. Click on the card, make the edits and hit "Save."

    5. The card will automatically update on the Supered Base and the embedded cards on the client's Hubspot.

  2. You can edit a card at the Partner level

    1. Go to "Cards"

    2. Click on the Collection where the card is being housed.

    3. Click on the card, make the edits and hit "Save."

    4. This will NOT automatically update the packages that have already been installed on clients accounts

    5. It will automatically update the package for future installations.

    6. To update the packages that are already installed, you will need to go re-install the cards at the client level.

    7. Go to "Accounts" and click on the package under "Assignments"

    8. Click on "Uninstall" and "Install cards" to update the cards.

    9. Note- Supered will not remove Hubspot resources, but will remove cards, folders & triggers when "Uninstalled".

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