Create Partner Contacts and Assign User Roles

Partner contacts are individuals within the partner organization who manage sales, marketing, or operations.

For TechWave Solutions, these contacts will be responsible for deal registrations, marketing efforts, and partner collaboration.

Here are the steps for creating Partner Contacts:

1. Sign in as a channel manager such as Bonnie Vickers.
2. Navigate to Redwood Sales > Partner Contacts.
3. On the Partner Contacts lists page, click Create Partner Contact.

Structuring partners and contacts efficiently streamlines communication, assigns responsibilities, and tracks interactions effectively.

Assign User Roles

After creating the partner contact, you can assign them a user role to access Sales by following these steps:

1. Navigate to All Partner Contacts lists page.
2. Search and select the partner contact you want to assign user role.
3. On the partner contact's page, smart search for Create User Account.
4. In the Create User Account drawer, select the appropriate role from the drop-down list.
5. Add a user name, and select the appropriate manager.

You can create a password for the partner contact user to sign in by following these steps:

1. Navigate to Security Console > Users.
2. Search for the partner contact using the user name.
3. From the Action drop-down list select Reset Password.