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 shows the Live in store status, you can keep its employee-facing content up to date, preview exactly what employees see, and take the benefit down if you no longer want it. From the partner detail page of a live partner you have two buttons, Update display details and Remove from store, plus Open employee benefit page to preview the listing. This article covers all three.

Update display details

Open the partner, select Update display details, change the store text or tabs, and save. Your changes go straight to the employee benefit, with no second review from CLVR Benefits. This is the everyday way to keep a description accurate as your agreement evolves.

Select Update display details to open the edit form. It is prefilled with the content that is currently live, so you are editing your real store page, not starting from scratch. The edit form gives you the employee-facing display details:

• Store page tabs, the rich text employees read on the benefit page. Edit the text in a tab, rename a tab with Tab title, or use Add tab to add another section.
• Any other display fields the partner uses (for example contact or display values), shown above the tabs.

The What employees will see note marks the rich text that becomes the live store page, so you can tell display content apart from the agreement file.

When the content looks right, select Activate for employees to save. Your edits update the linked employee benefit straight away, so the benefit store reflects the new text without any further approval. To discard your edits and keep the current live content, select Cancel instead.

The one-time CLVR Benefits review happens only for the initial go-live, when your signed agreement and store copy are first checked. Updating the display details of a benefit that is already Live in store does not start a new review and does not change the Live in store status. The benefit stays live the whole time.

View the employee-facing benefit page

You can preview the exact page your employees see in the benefit store without leaving CLVR. A partner that is Live in store shows a green confirmation on its detail page:

• This benefit is visible to employees in the benefit store.

Under that confirmation, select Open employee benefit page. CLVR opens the linked employee benefit, the same store listing your employees see when they browse benefits. It is the quickest way to confirm the copy and content look right before you point people to it.

The employee benefit page is built from your activation, so the preview reflects what you submitted:

• It sits in the partner's benefit category, the same category shown on the partner card.
• It uses the employee-facing description and the Store page tabs you set during activation.
• If you edited those tabs during activation, the preview shows your edited text; otherwise it shows the partner's standard content.

Because the preview is the real linked benefit, anything you change with Update display details shows up here after you save. Use the preview to check headings, wording, and the tab content read the way you intend.

Remove a partner benefit from the store

When you no longer want a partner benefit to appear in your benefit store, you remove it from the store on the partner's detail page. Removal unpublishes the employee-facing listing right away and resets the partner so you can activate it again later if you change your mind. This only applies to a partner that is currently Live in store; if the partner shows any other status, there is nothing in the store to remove yet.

If you just want to change the text, image, or store page tabs that employees see, use Update display details instead. That keeps the benefit live and only refreshes the listing.

What happens when you remove:

• The employee-facing benefit is unpublished and removed from your store catalog, so employees stop seeing it straight away.
• The partner goes back to Available, the same starting point as a partner you have never activated.
• The signed agreement and the store copy you uploaded are archived as part of the removal, so the record of what you submitted is kept.

Removing a partner does not block it permanently. From the Available state you can start over: use the activation flow again (for example We already have an agreement if you still hold a signed contract) to put the benefit back in front of employees. You will go through the same agreement and display details step as the first time.

Troubleshooting

I do not see Update display details or Remove from store. The buttons only appear once the partner is Live in store. Before go-live (for example while it is pending CLVR review), there is nothing to edit or remove yet.

I want to replace the signed agreement. Attach a new file in the edit form and save. The new file replaces the agreement currently on file for this activation.

My edit did not appear in the store. Reopen the employee benefit page with Open employee benefit page to refresh. If the listing is hidden, check your benefit and category visibility settings, since those can hide a live benefit from employees.

The preview content looks wrong. Use Update display details on the partner detail page to edit what employees see, save, then open the preview again to recheck.

The preview opens but the benefit is not in the store for employees. The listing is likely hidden by your settings. Use Go to Benefit Settings to enable visibility for the partner's category, then the badge returns to Live in store.

I wanted to keep it in the store. Use Update display details instead of Remove from store; that edits the listing without taking it down.

The benefit is still in the store after I removed it. Refresh the employee benefit store page. The listing is unpublished as part of removal, so it should no longer appear in the catalog.