In order to have a successful partner network relationship it is important to complete some setup in the system from within the administrator menu . and make sure your boards are setup in a way that provides your customers/carriers with the most efficient experience.
Roles
When you setup a partner network you will have to define which role the partner network users will have to your company. For this reason, it is important to make sure that you define a role that will have only the information that you want to have displayed to the partner. The following section to look at some settings that you might want to consider when you are defining roles for your customers and carriers.
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| Section | Item | Notes |
|---|---|---|
| Sidebar | View Archives | |
| Sidebar | View Segment Builder | |
| Sidebar | View Board Conversations | While you may want the customer to see the conversations on their own cards, they should not see all the board conversations |
| Administration | None | Partner users will not have the ability to administer your system regardless of the settings here |
| General | Add Shadow Lists | You will setup the system the way you want the users to see it. They should not be adding any shadow lists to your boards |
| General | Any Deletes | Unless you want your customers to be able to delete reference numbers, public filters, card contacts etc it would be best to only allow your internal users to delete |
| General | Archive Cards | If your customer wants to cancel an order it should be something that is done on your side not by allowing the customer to archive on their view |
| General | List Drag and Drop/List Pin | Either of these options will allow the customer to change the way your board looks. |
| General | Display Non User Relationship Cards | THIS MUST BE UNCHECKED UNLESS YOU WANT PARTNER USERS TO SEE ALL CARDS WITHIN A BOARD |
| General | Any Edit Fields | Allowing customers to edit information on the cards could be useful; however, it could also cause issues (allowing to edit card table) and should be considered by your business |
| Reports | Any fields | If you have reports that you would like your customers to access you should set the reports up including the filters and then restrict the partner customers from editing the filters or adding reports. |
| Hide Boards | If you are using shadow lists to display information from other boards but you don't want the partner user to see these original boards you should hide them |
Organizing Multiple Boards into a Single User View
If your system is configured so that you only have one board, or so that you have one board per customer then you might just setup the access for your partner network and grant access to the boards when you are creating the partner network. If you have multiple boards you may want to merge them all and provide your users with one location where they can go to access their orders. To do this you can utilize shadow lists. The following steps can be used to setup multiple boards into one view for your partner customers and carriers.
- Plan how you would like your board to look for your customers. For example, if you have three regional dispatch boards all with similar status lists you may want to create a customer facing board that has the same list layout.
- Once you have your plan create a new board.
- Inside the board choose to add a new shadow list and select the corresponding lists from each of the boards you want to merge from.