The Partner function is where you set up a Partner company and contact. This can be reached via the Administration function in the top banner of the application.
New Partners can be added via the Add Record tab. Existing Partners can be edited or deleted via the Partner List page.
The Partner edit page contains data that can be collected about a Partner for user “informational” purposes. The Company field is the only required field. A Partner needs to be set up before creating and assigning Partner Reps.
Until this page indicates ‘Has Logon’ equals ‘Yes’ this user will not be able to see assigned accounts.
If a user logon is restricted to the Partner assignment level then that logon must be set up as a Partner level logon and the first name and last name on that logon must exactly match the first name and last name of the Primary Contact on the Partner page. This will be further explained in the Logon Management section of this blog.
