Manage a live partner benefit

Update the employee-facing content of a live partner benefit, preview the exact page employees see, and remove the benefit from the store when you no longer need it.

Once a partner benefit's pill says Live in store, you can keep what employees see up to date, open the benefit in the store, and take it down if you no longer want it. On the partner's page, the action card says "Live in the store" and that employees have seen the benefit under its category since the date it went live. It also says that changes to the display details go live straight away.

The action card has three controls: Update display details, View in store, and Remove from store. This article covers all three.

Update display details

Select Update display details in the action card. The main column becomes the Display details editor, "What employees see in the store." It starts with what employees see now, so you edit your real page, not a blank one.

The editor has the same fields as when you first activated, without the agreement upload:

• Short description: the one line employees see under the benefit's name.
• Tabs on the benefit page: each tab is a row with a title, a remove button (×) and its text. Select + Add tab to add one.

While you edit, the action card says "Editing display details" and "No new review needed. Employees see the changes as soon as you save."

Save display details stays greyed out until there is a short description and at least one tab with a title and text.

CLVR's review only happens before the first go-live. Saving display details on a live benefit does not start a new review and does not change the Live in store pill. The benefit stays live the whole time.

View the benefit in the store

To see the benefit the way employees do, select View in store in the action card. It opens the benefit's page in the store. This is the quickest way to check the wording and tabs before you point people to it.

The store page is built from what you wrote:

• It sits in the partner's category, the same category shown on the partner's card.
• It uses your Short description and Tabs on the benefit page.

Because it is the real store page, anything you save with Update display details shows up there straight away.

Remove a partner benefit from the store

When you no longer want a partner benefit in your store, remove it from the partner's page. This only works for a benefit that is live. You also find Remove from store when the pill says Hidden from store.

If you only want to change the text, use Update display details instead. That keeps the benefit live.

What happens when you remove:

• A message confirms "Removed from the store" and that the benefit is no longer shown to employees.
• The benefit is unpublished and taken out of your store, so employees stop seeing it right away.
• The pill goes back to Available, the same start as a partner you have never activated.
• The signed agreement and the details you wrote are archived, so a record of what you sent is kept.
• Your agreement with the provider itself is not affected.

Removing a partner does not block it for good. From Available you can start again, for example with We already have an agreement if you still have a signed contract. You go through the same agreement and details step, and CLVR's review, as the first time.

Troubleshooting

I don't see Update display details or Remove from store. These only show once the benefit is live. Before that (for example while the pill says With CLVR for review) there is nothing to edit or remove.

Save display details is greyed out. Fill in the short description and make sure at least one tab has both a title and text.

I want to replace the signed agreement. Update display details does not include the agreement upload. Contact CLVR support.

My change doesn't show in the store. Select View in store again to reload the page. If the pill says Hidden from store, your benefit or category settings hide it from employees.

The pill says Hidden from store. The benefit is live, but its category is turned off in your store. Select Open Benefit settings in the action card and turn the category on. The pill then goes back to Live in store.

I wanted to keep it in the store. If you selected Remove from store but have not confirmed yet, select Keep it. To change the text without taking it down, use Update display details.

Something didn't go through. A message says "That didn't go through" and that nothing was changed. Try again. If it keeps happening, contact CLVR support.

The benefit is still in the store after I removed it. Reload the store page. The benefit is unpublished when you remove it, so it should be gone.