Edit the Partner Contact Hierarchy

Channel managers with edit access to partner accounts and partner contacts can edit their partner's contact hierarchy, including making management changes and changing the current root or top resource in their partner's contact hierarchy.

Partner administrators with the ability to perform delegated user administration, such as accessing the Partners information in the channel organization's Oracle Cloud applications, can also make these changes for their company's contact hierarchy.

You don't need to deactivate the old head of hierarchy user before appointing a new hierarchy head. The user account for the old head of hierarchy remains active and automatically reports up to the new hierarchy head. If the previous head of hierarchy is the primary contact for the partner company, he or she remains the primary contact. Also, all teams below the previous hierarchy head remain intact and continue to report to the previous hierarchy head.

Only partner contacts who have a managerial resource role can be promoted to the head of the partner contact hierarchy. Channel managers and partner administrators can use these steps to edit their partner contact hierarchy.

1. Sign in with your channel manager or partner administrator credentials.

2. Navigate to the Partner Contact UI.

   Channel Managers:

   1. From the home page, click Partner Management.

   2. Click Partners.

   3. From your list of partners, select the partner account the contact belongs to.

   4. Click the Partner Contacts subtab.

   Partner Administrators:

   1. From the home page, click Partner Management.

   2. Click Partners.

   3. On the Partner Profile page, click Edit.

   4. Click the Partner Contacts subtab.

3. Click the name of the contact whose hierarchy information you want to update.

4. On the Edit Contact page, click the Manage User Details link.

5. On the Manage User Details page, you can update the following:

   The following table shows the fields, options, and buttons on the Manage User Details page, including Role, Manager, Head of Hierarchy, Create User Account, Sign In as User, and Deactivate User Account.

   Field, Option, or Button	Description
   Role	Select a role for this contact in the partner company. Default values are Partner Administrator, Partner Sales Manager, and Partner Salesperson.
   Manager	Select a manager in the partner company for this contact.
   Head of Hierarchy	Select this check box if you want this contact to be the root or top resource in the partner company's contact hierarchy. The Head of Hierarchy check box is only active if you have selected Partner Administrator or Partner Sales Manager, or a customer-defined resource role that's set up as a Manager role, for the contact. Note: You can't delete a partner account's primary contact if the contact is the root of the partner resource organization.
   Create User Account	Select this check box to create a user account for this contact.
   Sign In as User	Click this button to sign in as this contact.
   Deactivate User Account	Click this button to deactivate this contact as a user. For example, if the user leaves the partner company.

6. Click OK, then click Save and Close to save your changes.