Channel Partners
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>Prerequisites for Creating a Channel Partner |
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Who Is a Channel Partner?
A channel partner is an organization that is allowed to resell the software vendor's products. End users can buy directly from the software vendor or from its channel partners.
A channel partner can have multiple channel partner users, who manage entitlements for their customers. The following functions can be performed by a channel partner user:
>View entitlement details.
>Activate entitlements.
>Revoke activations*.
Channel Partner Status
The Status attribute available on the Channel Partners page specifies the following status of a channel partner:
>Enabled: The channel partner user can manage entitlements for their customers.
>Disabled: The channel partner user is blocked from managing entitlements for their customers.
Prerequisites for Creating a Channel Partner
Channel Partner Management permission (role) to create and manage channel partners.
Creating a Channel Partner
From the navigation pane, select Channel Partners to view the Channel Partners page. The Add Channel Partner button on this page is used to create a channel partner using the page given below:
Channel Partner Attributes
The following table explains the attributes that are used to create a channel partner:
| Attribute | Description | Required/Optional | Valid Values |
|---|---|---|---|
| Name | Name of the channel partner. | Required |
>Alphanumeric <5.5Preview> >Special characters >1 to 250 characters >Sentinel EMS allows two or more channel partners with the same name. >Two or more channel partner with the same name are distinguished using the channel partner identifier |
| Identifier |
Unique identifier for the channel partner. If value of Channel Partner ID is not specified, it is automatically generated by the system. |
Optional |
>Must be unique |
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Additional Attributes |
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| External ID | External reference identifier that identifies the channel partner in an external system. | Optional |
>Unique across Sentinel EMS for all channel partners. >Alphanumeric >0 to 100 characters |
| Ref ID 1 | Reference identifier that identifies the channel partner in an external system. | Optional |
>Alphanumeric >0 to 100 characters |
| Ref ID 2 | Reference identifier that identifies the channel partner in an external system. | Optional |
>Alphanumeric >0 to 100 characters |
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Billing and Shipping Address Attributes Billing Address |
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| Street/PO Box | Street address or the post office box details of the channel partner for billing statements (for example credit card statements). | Optional | 0 to 100 characters |
| City | City of the channel partner. | Optional | 0 to 30 characters |
| State/Province | State or province of the channel partner. | Optional | 0 to 30 characters |
| Country | Country of the channel partner. | Optional | 0 to 30 characters |
| ZIP Code / Postal Code | ZIP or postal code of the channel partner. | Optional | 0 to 50 characters |
| Use as Shipping Address |
>Select Yes to use the same address for both billing and order shipment. > Select No to expand the pane and specify a different Shipping Address for receiving orders. |
Yes (default) OR No | |
Actions for a Channel Partner
The following table lists the actions available for channel partners:
| Action | Description | ||
|---|---|---|---|
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Updates information for an existing channel partner. You can also add a channel partner user using this action. For more information on how to add a channel partner user, see Adding a Channel Partner User. Note: If an entitlement marked as "complete" is associated with a channel partner, a confirmation is required when you edit the channel partner details. |
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Deletes a channel partner. You can delete a channel partner for whom no entitlement has been generated. |
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Disables a channel partner. A disabled channel partner cannot manage entitlements for their customers. | ||
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Re-enables a channel partner that is marked as disabled. |
Adding a Channel Partner User
You can add a channel partner user using the Edit action.
To add a channel partner user:
1.Navigate to the Channel Partners page.
2.Click the Edit action for the channel partner where you want to add a channel partner user.
3.On the Edit Channel Partner page, under the Associate Users pane, click Add and Associate User. The Add and Associate dialog box appears:
4. Enter the channel partner user details. The following table explains the channel partner user attributes:
| Attribute | Description | Required/Optional | Valid Values |
|---|---|---|---|
| User ID | Unique identification for a channel partner user. | Required |
>Alphanumeric >Special characters supported: _ and @ > 6 to 100 characters |
| Email address of the channel partner user. | Required |
>Unique across all users, contacts, and channel partner users existing in Sentinel EMS. >A valid email address >Cannot contain: spaces and \ () [] : ; “ <> >Cannot start with a '.' >Cannot contain double .. >Cannot contain double @@ |
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| Password | Password for the channel partner user to access their entitlement management interface. | Required |
> 8 to 30 characters >Atleast one lowercase character (a-z) >Atleast one uppercase character (A-Z) >Atleast one number (0-9) or special character (! @ # $ % ^ & * ( ) _ - + = , .) >The ':' character is not supported. |
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Additional Attributes |
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| User Name |
Name of the user. NOTE User Name cannot be modified using the Edit action. |
Optional | |
| External ID | External reference identifier that identifies the user in an external system. | Optional |
>Unique across Sentinel EMS for all customers. >Alphanumeric >0 to 100 characters |
5.Click Save to save the channel partner user details.