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- Template Name - Use this field to give a meaningful name to the template. This will be especially important if you decide to save the template when you are done as this will be the name you see at the bottom of the template popup screen.
- Permission Role - Select the role that you want the partner network to be assigned in this field. This role will cover anyone who uses the partner network with the invitation you are sending out. For example, if you send this invitation out to Sam at WestSide Packaging and he in turn creates 4 additional uses on his side they will all be limited to whatever role you have assigned to them in this screen. Normal will assign the global position role.
- Custom Email - When you send out a partner network invitation VIA will send our a standard email. If you would like to customize the email that the customer or carrier will get then you can select the custom email option and a section for email subject and body will appear.
- Invitee List - There are three options when determining who you want to send the invitations out to. Start by pressing the add boards button and select the board (s) that you want to select. These boards would hold the cards that you want to send the invitations out to so they should be either carrier boards or customer boards. If you leave the option here then you will send invitations to every card on your selected board. If you have already sent out an invitation to that company the system will resend out an invitation. If you choose you can select a list in your board in this section. Then the only cards that will receive an invitation will be the cards within the list on the board. Finally, if you have a saved public filter built on your board you can select it in this section and then the invitations will be sent out only to the cards that meet the filter criteria.
- Allowed 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.
- Send Request - This button will just send the invitations out to the selected cards
- Save and Send Requests - Selecting this this option will send the invitations to the selected cards but will also save a copy of the template you created above so that it can be reused in the future.
- Save - This option will not send out the partner network requests but will save your template so that you can access it later.
Creating a Single Partner Network
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