Syensqo IS - Customer Support

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Overview

excerpt

Step by step process on how to onboard new

  • Corporate Group
  • Accounts (part of an existing Corporate group on C&C)
  • Contacts  (part of accounts on C&C)
  • Products

Concerned profiles:

Status
colourBlue
titlesales mgr / dir
 
Status
colourBlue
titlesales reps
  StatuscolourBluetitletech. team & sales dev. 
Status
colourGreen
titleCustomer Service & CS Manager
 
Status
colourYellow
titleSupply Chain & Quality
 
Status
colourRed
titlestrategic marketing
 
Status
colourRed
titleCorporate Sales & Marketing
 
Status
titleData Steward / Admin
 OR "ALL"

Table of content

Table of Contents
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excludeOverview|Table of content
 

Step-By-Step

Step 1 - In Icare

Status
colourBlue
titlesales reps


1.1 Onboard new Corporate GroupGo to the account you want to onboard: Ensure it is linked to a Corporate Group & click on the Corporate Group

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1.2 Onboard new Corporate Group

On the Parent Account, Check box “Partner Corporate group

”On the Account, click

” 

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1.

2

3 Onboard new Account

Go Back to the Account, top right hand side, click on the arrow

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1.4 Onboard new Account

 On the account Click on the

Enable as a Partner

  • On the Account, click Enable as a Partner

    • If the account is already set up on the C&C portal, the option Enable as Partner will not be visible 

    Debug: If already enabled, field “ispartner” (hidden for some users) is Yes

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    1.5 Onboard new ContactOn the Contact, Select (top right arrow Enable Partner User). You will be redirected to User Record

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    1.6 Onboard new Contact

    On the User record, fill the missing info (Profile:’Connect & Collaborate Partner). Data Access profile is not relevant (you can selectAccount Manager)

      1. Upon Saving, the user will receive an email to set his/her new password

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    1.7 Onboard new ContactEmail received by the contact

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    1.8 Onboard new ProductIf the distributors contact do not see a product in his product/sample/technical request on the portal, Go to Partner community Product, and create new Partner Community Product

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    Step 2 -

    Status
    colourYellow
    titleSupply Chain & Quality

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