View Channel Partner information on partner workspace

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

    • View consolidated channel partner information through the multiple tabs on workspace.

    Before you begin

    Role required: sn_prm.enterprise_partner_rel_manager or sn_prm.enterprise_partner_agent

    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.
      You can view all the information related to cases, child channel partners, sold products, or install base items associated with the channel partner.

      To learn more about the components on the channel partner record, see Channel Partner components on workspace.