Overview

Step by step process on how to onboard new

Concerned profiles:

SALES MGR / DIR SALES REPS

Table of content

Step 1 - In Icare SALES REPS
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) Upon Saving, the user will receive an email to set his/her new password
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