Jira Code : BGGN-909
- To assign the Partner Center role to a partner, the Partner Access feature must be enabled.
- An administrator can enable the Partner Access feature at Setup > Company > Enable Features (Administrator) > Web Presence subtab.
- Under the Access section, check both the Partner Access and the Advanced Partner Access boxes.
To assign the Advanced Partner Center role:
- Go to Lists > Relationships > Partners.
- Click Edit on the required partner record.
- Click the Access subtab.
- Check the Give Access box.In the Role field, Advanced Partner Center is selected, by default. If you have customized the Advanced Partner Center role for this partner, select the name of that custom role here.
- Check the Send New Access Notification Email box to inform the user how to access your NetSuite account. The standard user access notification includes the email address to use for logging in to NetSuite. It also contains a URL so that the user can set up a NetSuite password.
- If you want to allow this partner to give access to subpartners, check the Can Give Login Access to Subpartners box.
- Click Save.
Now, your partner can access information in your NetSuite account. When your partner logs in, the partner can update the profile and view reports based on sales related to your partnership.
You can preview what your partner sees by clicking View next to the partner record from the Partners list. Click the Access subtab, click the Log in as partner link.
