Add members to an channel partner

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Role required: admin

    이 태스크 정보

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

    프로시저

    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.