Adding a Partner Company

Adding a Partner Company to the list lets you work with Partner Company users within the system.

Note: When a Partner Company user is added to a shell, the system verifies that the user's company is a Member Company; if not, the system adds the Partner Company. When a Partner Company is removed from a shell, the Partner Company users are automatically set to Inactive.

When you initially add a Partner Company, the address is designated as the Headquarters and the entry is set to Active. After creating the initial entry, you can add additional addresses—including a different Headquarters designation—identify a Contact and add additional information regarding Support and eLearning. For more information, see Updating Partner Company Information. If your environment supports it, you can also establish Password Complexity and Password Rules parameters.

To add a Partner Company:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select User Administration, and then select Partner Companies.
The Partner Companies page is displayed.
Choose one of the following:
- If this is the first Partner Company, click Add below the Add your first partner company line.
- To add an additional Partner Company, click Add .
Both options access the guided process drawer for adding a partner company.
In the About step, complete the following:
- 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.
- 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.
Click Continue.
In the Address step, complete the following fields:
Note: If your environment uses the Lobby and identifies a company with the same company name, you can click Use this to select the identified company and address, or you can complete the following fields.
- Country: Select from the list.
- Address line 1: Enter the address.
- Address line 2: (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.
- Fax: (Optional) Enter a fax number.
Click Add.

URL Guidelines

Protocol	Length	Characters
Must use an approved protocol, followed by `://`, and then followed by a host name or domain name. The domain name must include at least one dot and a valid top-level domain such as .com, .net, .org.	4000 characters or fewer	Valid characters include alphanumeric characters and special characters such as -, _, ., ~, /, ?, :, @, &, =, +, $, #.

See Also