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--- help:admin:partner_detail [2009/05/14 20:17]
anthony
+++ help:admin:partner_detail [2009/06/02 13:54] (current)
anthony
@@ Line 1: / Line 1: @@
 ====== Partner Detail Page ======
-**Detail Tab:**
+===== Detail Tab=====
-  * Partner Benefit Eligibility: what is it?
-Partner eligibility tells the system what applications that partner is authorized to use. To the system, this impacts what is shown to the partner in terms of functionality, and what emails the partner users may receive.
-Per the available emails, you will also need to set up the appropriate roles at the partner contact level.
+=== Partner Benefit Eligibility: ===
+A partner's benefit eligibility tells the system what applications that partner is authorized to use.
-  * Deleting a partner: what it means and how it might be better to make in-active?
+//For example, if a partner should have access to leads from channelLEADS, they should be setup with the **Sales Leads** Partner Eligibility//
-To delete a partner, you would first need to delete or inactivate the locations beneath it, then click on the 'Delete partner' button. Before you take this action, however, you should consider making the partner inactive versus actually deleting it. When something is inactive, you have the option of re-activating it, while with a deleted item, the data associated is gone for good.
-**Location Tab:**
+Please keep in mind, adding an eligibility is the first step in setting up partner's users for an application. The steps are:
-  * Territories: what is it?
+  - Add eligibility
-FIXME (I'm writing what I think it is and we will need to chisel out a better definition) Territories are assignable designations that are used in the territory based auto lead routing. The designations can be done by Country, State, Zip code, Area Code and County.
+  - Set up a user's login
+  - Set up the appropriate roles at the partner contact level to ensure they receive the correct system generated emails.
-  * Deleting a location: what it means and how it might be better to make in-active?
+=== Deleting a partner: ===
-To delete a location, you would click on the 'delete' button. If there are associated contacts, the system will prompt you to either delete or re-assign those contacts to other locations of the partner.
+To delete a partner, you would first need to delete or inactivate the locations beneath it, then click on the **Delete partner** button. Before you take this action, however, you should consider making the partner inactive versus actually deleting it. When something is inactive, you have the option of re-activating it, while with a deleted item, the data associated is gone for good.
+===== Location Tab =====
+=== Territories ===
+Territories are assignable classifications that are the basis of the Territory auto lead routing feature in channelLEADS. The designations can be done by Country, State, Zip code, Area Code and County.
+If you are not a user of channelLEADS, this feature may still have information/tracking use.
+=== Deleting a location ===
+When deleting a location, i.e. clicking on the **Delete** button, the system will prompt you to either delete or re-assign the associated contacts. When re-assigning, you will have the ability to choose from other locations of the partner.
 Before you take this action, however, you should consider making the location inactive versus actually deleting it. When something is inactive, you have the option of re-activating it, while with a deleted item, the data associated is gone for good.
-**Contact Tab:**
+===== Contact Tab =====
-  * Roles: what are they?
-Roles tell the system which users should receive notification emails. As noted on the Partner help page, the 'Benefit Eligibility' tells the system which functionality is available to the partner's users and the roles tell the system which emails should be sent.
+=== Roles ===
+ Roles designate which users will receive notification emails from the associated application. As noted on the Partner help page, the **Benefit Eligibility** tells the system which functionality is available to the partner's users and the roles tell the system which emails should be sent.
-Additionally, when setting up a user, please remember to create a login!
+Additionally, when setting up a user, please remember to create a login.
-  * login: locking an account?
+===  Login ===
-An account may be locked manually by the administrator, or is locked automatically should the user fail to enter in a correct password 3 consecutive times within a 10 minute period. Should the login autolock, the system will reset the ability for the user to login 10 minutes after the last attempt.
+ Setting up a contact login will allow that user to access an application online. The partner benefit eligibility will dictate what functionality will be available.
-  * Credentials custom program?
+When attempting to log in, should a user enter in an incorrect password 3 consecutive times his account will be locked automatically. This autolock will reset after 10 minutes.
+Should an administrative deem it necessary, they may be lock/unlock a login manually.
-**Certifications Tab:**
+=====Mini-FAQ=====
-ideas:
+  * **One of my Partner Contacts has a credential unique to him. I want to include it in the system, but don't think it necessary to create a whole new credential type. What can I do?** When adding a new credential for that specific user, select 'Create Custom' in the dropdown. The system will let you input a custom program name and description, which should meet your need.
-  * Custom Program?
+  * **Is there a way to change a Partner's Theater after it has been initially set?** No - and this is intentional. Theaters have regions associated to them and these regions are assigned to the locations beneath the partner.  Changing the Theater at the partner level would invalidate this data. Incidentally, this is why you may only transfer Locations to intra-theater partners.

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