Operator Guide

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Adding an Account to a Partner

You can add several accounts to a partner. Each account can have separate categories and additional information. Each account can send and receive documents.

In the Navigator, click Partner Management > Partners.

Click New Partner to create a partner, or click Edit for an existing partner.

Click Accounts > New Account.

In the General tab, enter the account number and name.

The combination of account number and account name must be unique within a partner. The account number can be up to 60 characters. The account name can be up to 60 characters and can contain spaces and special characters.

To configure additional information for the account, click Additional Information and fill in the form.

For more information about customizing the partner and account information, see the

B2B Data Exchange

Administrator Guide

To assign the account to categories, click Categories.

From the Available Account Categories column, select the categories to assign to the account and click the right arrow to move them to the Selected Account Categories column.

Click Save.

Repeat steps 3 through 8 to add more accounts to a partner.

On the Create Partner or Update Partner page, click Save to save the list of accounts added to the partner.

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Account Uniqueness

Default Outbound Endpoint for Account

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