Updating Partner Company Information

After you add a Partner Company, you can add additional addresses—including a different Headquarters designation—identify a Contact, update Password Complexity and Password Rules parameters, and add additional information regarding Support and eLearning. If your environment supports it, you can also update Password Complexity and Password Rules parameters.

Note: When a Partner Company is added, the system automatically copies the password policies from the Owner Company if your environment supports it.

To update information for a Partner Company:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Partner Companies.

    The Partner Companies page is displayed.

  3. In the left pane, locate and select the applicable Partner Company.
  4. To update information, click Edit.

    Note: While you are updating information for the selected Partner Company, you can also update the Addresses section. However, you can also update the Addresses section separately, as described later in this topic.

  5. Use the following guidelines for the About section:
    • Name: Enter a Partner Company name, up to 64 characters. It can include alphanumeric characters, spaces, and punctuation.
    • Short Name: Enter a short name, up to 60 characters. The Short Name is a unique, abbreviated form of the Partner Company name that is used throughout the system in place of the Partner Company name.
    • Contact: (Optional) Select a user from the User Picker list. The list is generated from the list of active users assigned to the selected Partner Company.
    • DUNS: (Optional) Enter the nine-digit Data Universal Numbering System (DUNS) number assigned to the Partner Company by Dunn & Bradstreet.
    • Home URL: (Optional) Enter the main Uniform Resource Locator (URL) for the Partner Company. The system validates the specified URL based on the Uniform Resource Identifier (URI) provided by the Site Administrator and on URL standards. For more information, see the URL Guidelines table.
    • Help URL: (Optional) Enter an additional URL to point to internal documentation regarding company policies or practices, an intranet site, or other internal information that you choose. The system validates the specified URL based on the URI provided by the Site Administrator. For more information, see the URL Guidelines table.
    • Description: (Optional) Enter information that describes the Partner Company, such as its line of business.
  6. If your environment supports it, in the Password Complexity section, enter values in the applicable fields.

    A value of 0 indicates that a restriction does not apply.

    For the Minimum Special Character field, valid special characters include: [{~!@#$%^&*()-_=+;:'",<.>/?]}

  7. If your environment supports it, in the Password Rules section, select the applicable options.

    For the Password recovery secret questions setup required option, users are prompted to set up security questions for password reset upon first login. Existing users are prompted to set up security questions upon the next login.

  8. Use the following guidelines for the Support Information section:
    • Email: Enter an email address for the Partner Company's internal support.
    • Phone: Enter a phone number for Partner Company's internal support.
    • Instructions: Enter additional information on how to use the Partner Company's support information.
    • Email Notifications: Enter additional information that should appears at the bottom of email notifications. This field supports simple html formatting and can include a hyperlink.

      Example:

      <p>For PartnerCompany support, contact <a href="mailto:support@yourcompany.com">support@partnercompany.com</a> or 1-800-555-1212.</p>

      which will display in the bottom of record email notifications as:

      For PartnerCompany support, contact support@partnercompany or 1-800-555-1212.

  9. Use the following guidelines for the eLearning section:
    • URL: Enter the URL for eLearning access. Oracle recommends that you include the entire address.
    • Label: Enter that label that is used for the preceding URL. The label can display the actual URL, or you can a different label. This label appears as a hyperlink to users.
    • Contact email: Enter an email address that you want users to use if they need to contact someone. Enter a valid email format, for example, elearn@partnercompany.com.
    • Instructions: Enter instructions or other information such as a contact phone number. This field does not support html formatting.
  10. Click Update.
  11. To update or add an address in the Addresses section, click + Add or click Edit , whichever is applicable, and use the following guidelines to complete the addition or update:
    • Address type: Select from the list.
    • Attention: (Optional) Select from the list. The list contains active users from the Partner Company and is sorted alphabetically by first name.
    • Country: Select from the list.
    • Address line 1: Enter the address.
    • Address line 2: (Optional) Enter additional address information.
    • Address line 3: (Optional) Enter additional address information.
    • City: Enter the name of the city.
    • State: Enter the name of the state or region.
    • Zip: Enter the ZIP Code or postal code for your location.
    • Phone: (Optional) Enter a phone number.
  12. Click Update.
  13. To delete an address from the Addresses section, click Delete , and then click Delete when the confirmation message appears.

See Also

Adding and Managing Partner Companies

Adding a Partner Company

Removing (Deactivating) a Partner Company

Reactivating a Partner Company

Viewing a Partner Company Profile



Last Published Tuesday, May 6, 2025