Open the Table of Contents

Managing Channel Partners

To reach the Channel Partners page, on the main menu click Customers > Channel Partners. The left pane displays a list of all Channel Partners and provides the following information about each Channel Partner:

	Status	The current status of the Channel Partner.
		Enabled        Disabled
	Type	Indicates the Channel Partner type:
		Individual        Company
	Name	The name of the Customer who placed the order.
	Ref ID	Reference ID of the Channel Partner in another system.

Filtering and Searching the Channel Partners List

• Select an option from the search drop-down list from Channel Partner, CRM ID, Ref ID, E-mail Contains.
• Provide the complete or partial search string in the field that follows.
• Click . The list shows the relevant search results.

Viewing the Details of a Channel Partner

To view the details of a Channel Partner, select a Channel Partner from the left pane. The details are displayed in the right pane.

Tasks for Managing Channel Partners

New Channel Partner	Define a new Channel Partner and its properties. Refer to Creating a Channel Partner.
	View and edit the properties of the selected Channel Partner. See Updating the Details of a Channel Partner.
> Delete	Delete the selected Channel Partner. This task is listed only if no Entitlements exist for the Channel Partner.
> Disable / Enable	Disable or enable a Channel Partner. Entitlements cannot be created for disabled Channel Partners.

Tasks for Managing Contacts (for Company-type Channel Partners)

For Company-type Channel Partners, you can specify multiple Contacts and edit their details. The Contact Association pane appears at the bottom-right of the page.

New Contact	Create a Contact for a Company-type Channel Partner. This task does not appear for Individual-type Channel Partners. See Creating/Updating a Contact for a Company-type Channel Partner
> Disable / Enable	Disable or enable a Contact. Disabled Contacts cannot login to Sentinel EMS.
	View and edit the properties of the selected Contact. See Creating/Updating a Contact for a Company-type Channel Partner.
> Delete	Delete the selected Contact. You cannot delete Contacts for which Entitlements exist.
> Set as Default	Mark the selected Contact as the default Contact for the Channel Partner.