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channelADMIN checklist - Have you remembered to…

  • Set up your lists (Channel Management → Lists)? This will be important when setting up partner and admin info.
  • Added your Partners and Partner locations?
  • Given your partners the proper eligibilities? This dictates what modules they will be able to use.
  • Imported/created your Partner contacts?
  • Given your partner contacts and internal admin user's roles and logins (where appropriate)?
  • Assigned Admin to Partner location scope (Administrators → Scope Assignment)?
admin_setup_checklist.txt · Last modified: 2009/06/17 18:41 by anthony