Register Partner Staff on workspace

  • Freigeben Version: Australia
  • Aktualisiert 16. Juni 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: sn_prm.enterprise_partner_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.

      To learn more about the fields on the Register member form, see Member registration form.

    5. Upload a file or document in the Add attachments section.

      This is an optional field.

    6. Select Submit.