Operator Guide

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Setting Up a Partner

Setting up a partner explains how to add a partner to the B2B Data Exchange repository.

In the Navigator, click Partner Management > Partners.

Click New Partner to create a partner, or click a Copy icon to copy an existing partner.

On all Operation Console screens, fields marked with an asterisk (*) are mandatory.

On the Create Partner page, enter a name for the partner.

The partner name can be up to 60 characters and can include spaces and special characters.

In the Description field, enter any relevant information or a description of the partner.

You can enter up to 255 characters in the Description field.

To flag this partner as ready for promotion, click the Ready to be promoted checkbox.

To manage contact information for this partner, click Contacts.

To add a contact, click Add Contact. The Contact Information form opens.

Complete the form according to the following table, and click Save. You can edit an existing contact.

Property	Description
Name	Name of the contact person. The contact name can contain up to 60 characters.
Description	Description of the contact person. The description can be up to 255 characters.
Title	Title of the contact person. The title can contain up to 255 characters.
Address	Address of the contact person. The address can contain up to 255 characters.
Mobile	Mobile phone number of the contact. Can be up to 20 characters.
Business Phone	Business telephone number of the contact person. The telephone number can contain up to 20 characters.
Fax	Fax number of the contact person. Fax number can be up to 20 characters.
Email	Email address of the contact person. The email address can contain up to 255 characters.

To update additional information about this partner, click Additional Information and edit the contents of the form. Click Save.

The content of the additional information form is dynamic and is controlled by the Administrator.

To assign categories to the partner, click Categories.

On the Categories tab, choose whether to apply partner categories to all accounts or to manage categories for individual accounts.

Select categories in the Available Partners Categories to associate with the partner and click the right arrow to move them to the Selected Partner Categories column.

Use the Shift key to select multiple categories.

Click Save.

To add an account to the partner, click Accounts > Add Account.

The Create Account form opens.

A partner must have at least one account.

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