Register Partner Staff on workspace
Register a new partner member or transfer existing staff within a partner organization.
Before you begin
Role required: sn_prm.enterprise_partner_admin
About this task
The Enterprise Partner Relationship Manager [sn_prm.enterprise_partner_rel_manager] of the channel partner can also register partner staff on the workspace.
Procedure
Navigate to the CSM/FSM Configurable Workspace and select the list view.
Select Channel Partners from the Partner Relationship Management module.
Open a channel partner record from the list and select Register Partner Staff.
On the form, fill in the fields.
To learn more about the fields on the Register member form, see Member registration form.
Upload a file or document in the Add attachments section.
This is an optional field.
Select Submit.
Parent Topic:Create Channel Partner record
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