How to add a partner
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Select
Add partner
to add a partner.
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In the
Info section:
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Enter CompanyID. The company ID must only contain numbers; otherwise, you cannot add the partner.
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Enter SalesforceID.
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Enter Partner name. This is required.
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Enter Email. This is required.
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Check Grant access to Partner Portal to Add user, so the user gets an email and can sign in to Printix Partner Portal.
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Enter Finance email. This is required.
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Check Grant access to Partner Portal to Add user, so the user gets an email and can sign in to Printix Partner Portal.
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Select Country. This is required.
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Enter VAT number.
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In the
Address section:
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Enter Address 1. This is required.
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Enter Address 2.
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Enter City. This is required.
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Enter Postal code. This is required.
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Enter State.
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Enter Phone number.
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- Select Add partner.