General information

Overview

On the general information page you can view or update the location's general information such as:

  • Status
  • Company full legal name
  • Doing business as name
  • Phone number
  • Company email address (for publication in Find a Business Partner)
  • Company URL (for publication in Find a Business Partner)
  • Primary Relationship Contact name
  • Key contacts - such as key executive contact, key marketing contact, key sales contact, and key technical contact
  • Company location address including city, country, state/province, zip/postal code
  • Billing address
  • Shipping address
  • Mailing address
  • IBM customer number
  • Federal Tax/Goods and Services Tax/Value Added Tax ID, where required

If the shipping address, mailing address and billing address are different from the location address provided, this information can be updated and saved here.

Navigation

To update general information, if you are a Primary Relationship Contact or an Authorized Profile Administrator:

  1. Select the General information link.
  2. Enter the required or updated information as prompted on the new screen.
  3. Select Save on the final page.
  4. You will be taken to a confirmation page and given a confirmation number. Please retain the confirmation number for all future inquiries on the transaction.

To verify your profile:

Check the Profile has been verified field to remove the blue background that displays on the PartnerWorld Profile page.

To invite an employee to register:

  1. Select a location.
  2. Click General information.
  3. Scroll to the bottom of the page.
  4. Complete the "Send email to employee" to invite them to register field.

Checklist

Mandatory fields when updating the location general information:

  • Status reason.
  • Reason for status change.
  • Company full legal name.
  • Primary Relationship Contact.
  • Complete postal address with city, country, state/province, zip/postal code, and phone.
  • This profile has been verified.
  • Federal Tax/Goods and Services Tax/Value Added Tax ID, where required.

Invite multiple contacts

Overview

Authorized Profile Administrators and Primary Relationship Contacts can upload a one-time CSV file that contains a list of email addresses of employees they would like associated to a location. "Invitations to register" are then emailed to multiple employees at one time. Employees who self-associate via this invitation can do so without using the token.

The CSV one-time file is a single column with multiple rows. Each row contains the email address of an employee.

Navigation

The Invite multiple contacts function appears on the general information page.

To invite multiple employees to self-associate to a location:

  1. Navigate to the Location page
  2. Click the General information link on the Action menu
  3. Scroll down to the Invite multiple contacts section
  4. Browse and select the appropriate CSV or TXT file that contains the list of email addresses
  5. Click the Invite multiple contacts button to upload the file
  6. Click the Invite multiple contacts button.

Note: The file must be plain text and contain just one column, with only one email address per line; the first line must have only the keyword EMAIL as a header.