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 |
|---|---|
| Support | Channel partners can perform the following actions through the Support feature.
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. |
| 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. |
| Cases | Provides access to all cases and quick links to open cases that require action. |
| 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. |
| Browse Support | Report an issue or request a service. |
| View Articles | Explore the knowledge base to access information that you require. |
| My Partner Organizations | View a list of all the partner organizations associated with the channel partner. You can export the partner details into PDF, Excel, or CSV formats. To learn more about partner organizations, see Channel partner table fields. |
| Featured Articles | View featured community content. |
| Most Viewed Articles | View a list of the most viewed articles on the community. |