Configuring partners

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Inviting partner administrators to register
A Sponsor Administrator or an LOB representative can invite partner administrators by sending email invitations with links they can use to register.
Creating partners
Sponsor administrators can now create partners from the Directory and can choose to send or not send a registration mail to the partners.
Viewing Partners by Invite status
Partners that are created by Sponsor administrators can be invited to register. If the partners are not invited, they cannot log in to the application. From the list of partner on the Partners tab, you can filter the partners based on whether they have been invited.
Creating Partners through the UI (SSO Enabled)
Sponsor Administrators can create Partner Organization either through the UI or REST APIs.
Creating Partners through the REST API (SSO Enabled)
Sponsor Administrators can create partners either through UI or API.
Approving or rejecting a new partner administrator registration
A Sponsor Administrator or Line-of-business (LOB) representative must approve or reject registration submissions by partner administrators. LOB representatives can only approve or reject partners that are assigned to the same division as that of the LOB representative.
Sending a registration alert to an LOB representative
Sponsor Administrators can notify line-of-business (LOB) representatives that one of their partners has not registered.
Inviting a partner again
If a partner company has the status Registration Pending or Approval Pending, you can invite a partner to register again. This might be necessary if the initial invitation bounced back, if the registration was pending for a long time, or if there is an issue with the partner data.
Adding a custom field to a partner
Custom fields that exist in the system can be added to a partner. You add custom fields to partners to assign a unique ID to the partner.
Registering partner organizations by using REST API
A Sponsor Administrator can register and approve a partner organization by using the REST APIs. A Sponsor Administrator can update the partner status from Non Invited or Invited to Registered by using the REST API. For more information, see PEM Portal APIs. With repeated calls to the API with different values, you can register partner organizations in bulk.
Country and region codes
When setting up a partner organization using an API, you need a two-letter code in the XML entry to identify the country or region of the partner organization.
State abbreviations
When setting up a partner organization using an API, you need a two-letter abbreviation in the XML entry to identify the state of the partner organization.
Registering multiple partner users at one time
Using a REST API, you can register and approve a partner user. With repeated calls to the API with different values, you can register partner users in bulk.
Getting partner information
Using a REST API, you can get information on a partner organization. Partner organization information is necessary for onboarding the partner to another application such as Sterling File Gateway.
Updating partner information
Using a REST API, you can update information for a partner organization.
Starting activities for a partner
Sponsor Administrators can start activities for partners from the Partner List screen.
Assign Partners to an Attribute REST API
A Sponsor Administrator or LOB representative can assign partners to an attribute that can be assigned to partners as part of activity roll out. Using this API, LOB representatives can associate an attribute with the partners that are assigned to the same division.
Unassign Partners from an Attribute REST API
A Sponsor Administrator or LOB representative can unassign partners from an attribute. Using this API, LOB representatives can remove an attribute from the partners that are assigned to the same division as that of the LOB representative.
Deactivating a Partner
You can deactivate a Partner from IBM PEM. When a partner is deactivated, an email notification is sent to the Partner administrator. The inactivate Partners are not listed while sharing the activities and while rolling out activities to Partners. You can only view the 360-degree details of the inactive Partners but cannot make any changes to the Partner profile.
Activating a Partner
You can activate a deactivated partner from IBM PEM.

Parent topic: Configuring