Creating partners

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Sponsor administrators can now create partners from the Directory and can choose to send or not send a registration mail to the partners.

About this task

When a Sponsor administrator creates a partner, the partner is automatically approved.

Procedure

To create a partner from the Directory, complete the following steps:

  1. In the PEM Portal, click Directory > Partners > Create.
  2. Specify the Account Information and Partner Organization Information for the partner.
  3. Select the Send Invite check box to send an email to the partner for registration.

    If you do not select the check box, no email is sent. The partner cannot log in to the application until the partner registers by using the registration URL from the invitation that is sent.

  4. Click Save.

Results

If the sponsor chose to invite the partner while creating the partner, an email is sent to the partner user that contains the registration URL for the partner user to register. The email is sent to the email address that is specified as the User ID (Email) while creating the partner. The partner user can modify the account and partner organization information except the user ID when the partner accesses the registration URL.

Search Type available for partners

The following Search Types are available to filter the list of partners:
  • You can search for SSO enabled partners using the Company Name/Unique ID, User ID, or Email ID.
  • You can search for SSO disabled partners using the Company Name/Unique ID or User ID.