Overview

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:

  

Table of content

 

Step-By-Step Onboard New Contact in C&C

Step 1 - In Icare


PREREQUISITE Verify Contact is part of an account - that is connected to a Parent Corporate Group. And this Parent Group is set up for C&C

 




1.5 Onboard new ContactOn 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 ContactThis is  a copy of the Email received by the contact





Step 2 - Step short description

Describe step 2.1 in details

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Describe step 2.2 in details

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