Create, Submit, and Approve Enrollment Requests

Channel operations managers can use a simplified list of partner program enrollments, across all of their partners or by individual partner, to easily manage the enrollments for their partner accounts.

Channel operations managers can quickly create new enrollments, submit them for approval, and approve them.

Use these steps to create a new program enrollment request for a partner account.

  1. Sign in with your channel operations manager credentials.

  2. Click Enrollment, and click Create Enrollment.

  3. On the Create Enrollment page, provide the necessary information about the program enrollment.

  4. Click Save and Continue.

  5. On the Edit Enrollment Summary page, verify the enrollment request information and click Submit.

  6. Click Save and Close.

  7. On your springboard, click Notifications.

  8. From your list of recently created enrollment requests, search for and select the new enrollment request.

  9. Select the new enrollment request, and click Claim in the dialog box.

  10. From the Actions menu, select Approve.

    Your new enrollment now appears in your main list of enrollments.