The process of creating a partner network starts on the parent company side. If you would like to give your customers or carriers access to your system you will need to make sure you have created the correct roles, and determined which boards you would like to give the partner network access to. You will be creating a new partner network record for each of your customers and carriers that you want to be able to access the system. Let's walk through the process now.
Creating a Partner Network
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Add Boards - Click on the add board button to bring up a list of your boards. Check off the boards that you want to give this new partner carrier. NOTE: If you are making use of shadow lists you will have to grant this partner network access to the board where the shadow lists are displayed AND to the boards where the cards in the lists originate. If you don't want the partner network to see all the boards in their home screen you can hide these boards from within their role. Once you have selected all the boards you want to give access to click on the back arrow on the top left part of the screen to continue to setup your partner network.
Add Card Relationships - This section is a cornerstone of the partner network. Here you will define which customer or carrier your partner network is related to. When you click the button you will be presented with a popup screen:
Click on the + under the bill to relations or carrier relations to bring up a search screen. Select the bill to customer or carrier that you want to be able to access with this partner network. The company card will appear on the popup screen similar to the screen shot above. If you are setting up the partner network for a bill to company that has multiple billing records in your system you will need to check off the box above the company that you want to give to make the default relationship. This step of assigning the bill to or carrier relationship is important as it will control which cards the partner users will see within your board. Let's take a look at how the boards will appear based on this setting.
The screen shot below shows the same board and how it looks to the parent user compared to how it appears to the partner network. Notice that there are missing cards on the screenshot on the right side of the screen. These cards are ones where the customer or carrier is not attached to. NOTE: If you did not un-check the Display Non User Relationship Cards in the partner network role setup the partner network will be able to see any of the cards on the board.
When you have entered in all the fields click the send request button at the bottom of the screen.