Partner Workspace

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • Partner admins, agents, and managers can manage partner programs and partnerships on the partner workspace to triage cases and requests from customers.

    Overview of the workspace

    Use the CSM Configurable Workspace to enable Enterprise Partner admin (sn_prm.enterprise_partner_admin) and Enterprise Partner Manager (sn_prm.enterprise_partner_rel_manager) to access tools required to address customer questions and resolve customer queries.

    You can perform the following actions using the workspace.
    Table 1. Tasks on the partner workspace
    Task Description
    Create Channel Partner record Create and track channel partner records on workspace to manage and store all information related to the channel partners.
    View Channel Partner information on partner workspace View all the details, cases, and other entities associated with a channel partner.
    Create Partner Programs on the CSM Configurable Workspace Enable channel partners to create Partner Programs on the workspace.
    Create Partnerships on the CSM Configurable Workspace Establish a relationship between channel partners and partner programs on the workspace.