In order to have a successful partner network relationship it is important to complete some preliminary 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 a user friendly 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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