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
You will need to setup a partner network in the administrator screen. To access the administrator screen click on the your name on the top right side of the screen and select Admin. If you do not see this option in the menu you are not setup as an administrator. Contact your system administrator to move forward.
- From the administrator screen select partner network on the left side of the screen. Any partner networks that you have initiated will be listed at the top of the screen and any partner networks that you have been invited to will appear at the bottom of the screen.
- Click on the +New Partner Relationship Request button on the top right side of the screen and a popup screen will appear:
Title - Enter in a title for this partner Network. This will appear in the listing of published networks and will be used to identify the partner network connection. You can use the company name or another meaningful name for this field
Description - Much list title, this field is used to identify the partner network in the list.
Invite Email or Username - Enter in the email address of the person that you want to send a partner network invitation to. Most of the time you will enter in an email address related to the person that you want to invite to use the system. If you are sending an invitation to someone who also uses an instance of VIA system within their company and you know their username you can enter it here. For example, if Smith's Trucking uses VIA for their dispatching and you want to give Bob Smith access to your version of the system; Bob can provide you with his username and you can enter it in here.
Company Name - This will only ever be used if you have entered the username in the field above. If the username is valid then the company that the user is a member of in VIA will appear in the company name field.
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.
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