Add members to an channel partner

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Register a new partner member or transfer existing staff within a partner organization.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    The Enterprise Partner Relationship Manager [sn_prm.enterprise_partner_rel_manager] of the channel partner can also register partner staff on the workspace.

    Prozedur

    1. Navigate to the CSM/FSM Configurable Workspace and select the list view.
    2. Select Channel Partners from the Partner Relationship Management module.
    3. Open a channel partner record from the list and select Register Partner Staff.
    4. On the form, fill in the fields.
      Field Description
      Register staff Whether the staff member is new or existing
      Partner organization Channel partner account to which the member is being registered.
      First name First name of the member.
      Last name Last name of the member.
      User ID Unique ID of the member.
      Email Email of the member.
      Role type Type of role that is assigned to a member, whether Partner Manager or Partner Associate.
    5. Upload a file or document in the Add attachments section.

      This is an optional field.

    6. Select Submit.