Partner Hierarchies

Partner hierarchies provide a consolidated view of the organization of partner companies.

Channel managers can use the Hierarchy pages on the Relationships subtab to gain a more complete view of their partner, from the headquarters of the partner company down to the individual account level.

Note: While it's possible to view and create partner hierarchies on either the partner's Relationships subtab (Show Hierarchy UI) or by using the Manage Hierarchies UI in FSM, changes made in the FSM task do not appear on the Partners UI. The recommended approach is to use only the Partner UI to create and manage your partner hierarchies.

The Hierarchy page has both a graphical chart view and a table view for partner hierarchies. You can click the view icons located in the upper right of the Hierarchy page to alternate between views.

The following table shows what you can see and do in each of the two views on the Hierarchy page.

Graphical (Chart) View	Table View
See the hierarchy and the current active hierarchy version.	See the hierarchy and the current active hierarchy version.
Use the Control Panel tools to change the hierarchy layout, move the hierarchy around, center the hierarchy in the view, and increase or decrease the amount of zoom.	See the Type, Location, and Primary Contact for each node in the hierarchy.
Use the carousel view scroll between three pages of information for the partner, including: Page One Offered Leads Pending Deal Registrations Open Opportunities Active Enrollments Page Two Type Status Owner Page Three Contacts Primary Contact	N/A
Add or remove a node from the hierarchy (with the exception of the currently selected partner).	Add or remove a node from the hierarchy (with the exception of the currently selected partner).
Move a node (and its children) to a different hierarchical level by clicking and dragging the node.	Move a node (and its children) to a different hierarchical level by clicking and dragging the node.
Add a partner to the hierarchy. You can't add a partner to a hierarchy if the partner already belongs to that hierarchy.	Add a partner to the hierarchy. You can't add a partner to a hierarchy if the partner already belongs to that hierarchy.
See the parent and children for the selected partner. You can see up to five nodes for each level and you can navigate through and expand each level in the hierarchy.	N/A

Add a Parent Partner

Adding a parent partner creates a parent-to-child hierarchy between the two partners. You can add a parent partner from the partner's Profile subtab or from the partners Relationships subtab. Use the following steps to add a parent partner to a selected partner.

Add a parent partner from the Profile page:

1. Sign in with your Channel Account Manager credentials.

2. Click Partners, and select a partner from the list.

3. Click the Profile subtab and click the Search icon in the Parent Partner field.

4. On the Select Parent Partner page, search for and select the partner you want to add as a parent.

5. Click OK.

   You return to the Profile page and the selected partner appears in the Parent Partner field.

Add a parent partner from the Hierarchy page:

1. Sign in with your Channel Account Manager credentials.

2. Click Partners, and select a partner from the list.

3. You can either click the Profile subtab and click the Hierarchy icon next to the Parent Partner field, or you can click the Relationships subtab and select Hierarchy in the Show list.

4. On the Hierarchy page, click the Actions list for the partner and select Add Parent.

5. On the Select Parent Partner page, search for and select the partner you want to add as a parent.

6. Click OK.

View a Partner Hierarchy

Channel managers can use these steps to view a partner hierarchy:

1. Sign in with your Channel Account Manager credentials.

2. Click Partners.

3. Search for and select the partner you want.

4. On the Edit Partner page, you can view the partner hierarchy by doing one of the following:

   • Click the Profile subtab and click the Hierarchy icon next to the Parent Partner field.

   • Click the Relationships subtab and select Hierarchy from the Show list.

   The Hierarchy page appears, displaying the selected partner in graphical view.

5. You can use the view icons to switch between Chart (Graphical) and Table views.

6. When you're in Chart view, you can click the Layout icon in the Control Panel to switch between the following layouts:

   • Vertical, Top Down

   • Horizontal, Start-to-End

   • Tree

   • Radial

   • Circle

Create a Partner Hierarchy

Use the steps below to create a hierarchy for your selected partner.

1. Sign in with your Channel Account Manager credentials.

2. Click Partners, and select a partner from the list.

3. On the Edit Partner page, you can access the partner hierarchy by doing one of the following:

   • Click the Profile subtab and click the Hierarchy icon next to the Parent Partner field.

   • Click the Relationships subtab and select Hierarchy from the Show list.

   The Hierarchy page appears, displaying the selected partner in Chart (graphical) view.

4. From the Action menu, select Add Child.

5. Search for and select the child partner you want to add.

6. Continue adding partners to your hierarchy.

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