Register Partner Staff on workspace

  • Release version: Australia
  • Updated June 18, 2026
  • 1 minute to read

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

    Before you begin

    Role required: sn_prm.enterprise_partner_admin

    About this task

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

    Procedure

    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.