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
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. If not, you need to Onbaord the Account on C&C C&C Onboarding Account

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 Enter GBU: Specialty Polymers Upon Saving, the user will receive an email to set his/her new password
1.7 Onboard new Contact		This is a copy of the Email received by the contact

Who has already access to C&C?		Check Report C&C Users by Corporate Group
How to deactivate Contact in C&C
How to give access to both C&C & Webshop