Using Partner Relationship Management
Install the Partner Relationship Management plugin (com.snc.partner_relationship_management) to enable admins and channel partners to use the self-service Partner portal.
- Get a 360° view of the Partner portal.
- Add and manage staff members.
- Submit an inquiry to connect with the enterprise.
- Access knowledge base articles and engage with the community.
Partner Portal
From the Partner portal, you can use and access the following features.
| Task | Description |
|---|---|
| Requests | Channel partners can perform the following actions through the Requests header.
To learn more about registering a case, see Raise an inquiry on Partner Portal. To learn more about registering staff members, see Register a member on Partner portal. To learn more about registering a deal, see Register a deal on Partner portal. |
| Knowledge | Select Knowledge on the header to view the kb_home page. You can search the knowledge base or view a list of top-rated or most viewed knowledge base articles. |
| Your information | View a list of all channel partners. |
| General Inquiry | Raise concerns or queries with the enterprise. To learn more about general inquiry, see Raise an inquiry on Partner Portal. |
| Browse catalog | List of all catalog forms. |
| My Lists | Provides access to all cases, deal registrations, and orders along quick links to open the items that require action.
|
| Quick Links | List of links that can be configured by the user. |
| Tours | View a tour for additional guidance on how the Partner portal works. Your administrator determines whether tours appear on pages. |
| Profile menu | Select your profile picture to view your profile or log out of the Partner portal. |
| Search | Search for support articles and other requests. Enter a search word or term and select Search to view the results. |
| Most Popular Articles | View a list of the most viewed articles on the community. |