Overview
excerptStep 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 | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
| Status | ||
|---|---|---|
|
Table of content
| Table of Contents | ||||
|---|---|---|---|---|
|
Step-By-Step
Step 1 - In Icare
| |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1.1 Onboard new Corporate Group | Go to the account you want to onboard: Ensure it is linked to a Corporate Group & click on the Corporate Group |
| |||||||
1.2 Onboard new Corporate Group | On the Parent Account, Check box “Partner Corporate group” |
| |||||||
1.3 Onboard new Account | Go Back to the Account, top right hand side, click on the arrow |
| |||||||
1. | |||||||||
4 Onboard new Account | On the account Click on the 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 |
| |
| 1.5 Onboard new Contact | On the Contact, Select (top right arrow Enable Partner User). You will be redirected to User Record |
| |
| 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)
|
| |
| 1.7 Onboard new Contact | Email received by the contact |
| |
| 1.8 Onboard new Product | If 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 |
| |
Step 2 -
| ||||||||
|---|---|---|---|---|---|---|---|---|
Related articles
Need help?
| Include Page | ||||
|---|---|---|---|---|
|