Overview
Concerned profiles:
SALES MGR / DIR SALES REPS TECH. TEAM & SALES DEV. CUSTOMER SERVICE & CS MANAGER SUPPLY CHAIN & QUALITY STRATEGIC MARKETING CORPORATE SALES & MARKETING DATA STEWARD / ADMIN OR "ALL"
Table of content
Step-By-Step
Step 1 -SALES REPS | |||
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| 1.1 | Go to the account you want to onboard: Ensure it is linked to a Corporate Group |
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1.2 | On the Parent Account, Check box “Partner Corporate group” |
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1.3 | Go Back to the Account, top right hand side, click on the arrow |
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1.4 | 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 |
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| 1.5 | On the Contact, Select (rop right arrow Enable Partner User). You will be redirected to User Record |
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| 1.6 | On the User record, fill the missing info (Profile:’Connect & Collaborate Partner). Data Access profile is not relevant (you can selectAccount Manager)
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| 1.7 | Email received by the contact |
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| 1.8 | 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 |
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Step 2 -SUPPLY CHAIN & QUALITY | ||
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