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Partner Organizations

OVERVIEW

Partner Organizations are typically used when a CPQ Cloud customer has independent third parties that quote and/or sell products. These are typically resellers, distributors, or VARS.

One CPQ Cloud instance can be enabled for both standard and partner sales users.

All Partner Organization accounts are created as BuyAccess company types.

Your company, the Host Company, is a FullAccessWithESales company type.

The SuperUser of each Partner Organization account can manage its own users, groups, and company information by logging in to your system with the appropriate account information.

After creating Partner Organization accounts, distribute the account information to the appropriate FullAccess users for each company.

ADMINISTRATION

ClosedSetting up a Partner Organization

  1. ClosedNavigate to the Company Administration List page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Process Definition in the Commerce and Documentssection.

      The Processes page appears.

  2. Click Add.
  3. Enter a Full Company Name and a Company Login.
    1. The Company Login field is where you give your company a login name. This name will append to the login for all users, so the best practice is to keep the name simple. A sample login is "JoeSmith@JoesCompanyName"
  4. Choose a Base Language from the drop-down, and then select Supported Currencies and a Base Currency.
    1. The Partner Organization's admin cannot set its own supported currencies. Before creating a new Partner Organization account, determine the currencies the company needs to support so that they can be accurately set up before the Partner Organization account is created.

      For more information, see Multi-Currency Support.
  5. Enter the company's email address.  The email for the company should be for the person who will be designated as the SuperUser.
  6. Optionally, select a Partner-specific Stylesheet for the Alternate CSS File. For more information, see Partner Organization Stylesheets And Branding .
  7. Click Add.

    After you create a company account, you will receive login information.

    1. The FullAccess login account is always superuser@companylogin, and the password is always initialized as "superuser".
    2. Upon initial login, change your password.


ClosedUser License Count

To allow “Granted” Partner Organization admins to view their Remaining license information, the Host Company admin must enter a zero in the Maximum Users column for any “Denied” Partner Organization.

For more information, see User License Count.


ClosedSetting up Users in a Partner Organization

The User Administration List page displays information and options related to the users of the selected Company. You can add, edit, and inactivate users. You can also export company details.

Anyone that you want to conduct business on your company's behalf must have a user account. New user accounts can only be created by your company's SuperUser. We recommend using the bulk upload process for entering large amounts of user data. For small amounts of data, manual entry may be a quicker process.

Table 1.1: User access to administration
Function SuperUser FullAccess User BuyAccess User RestrictedAccess User
Upload Products X X    
Modify Commerce X X    
Modify Configuration X X    
Perform Migration X X    
View/Modify Users X      
Manage Accounts X X X  
Manage Groups X      
Manage Personal User Information X X X X
  1. ClosedNavigate to the User Administration List page.

    1. Click Admin to go to the Admin Home Page.
    2. Click Process Definition in the Commerce and Documentssection.

      The Processes page appears.

    1. For the company you are interested in, click List in the Users column.

      The User Administration List page appears.

  1. Click Add.
  2. Enter the Login, Email, Type, First Name and Company Name of the user; this is the minimum required information. You can also manage the following: 
    • Addition personal information (last name, job title, and so on.)
    • Language and currency preferences
    • Preferred units and number format
    • Date/Time Zone
    • Notification preference
    • Delegated approvers
    • Bill To/Ship To Information
  3. Click Add to save the user.

ClosedPartner Organization Login (Username) Guidelines

There are several guidelines for creating valid user Logins (usernames).

Partner Organization users log in by adding @[Partner Organization name] to the end of their usernames. For example, if the username "user1@domain.com" is added to the Partner Organization "po1", the user would log in as "user1@domain.com@po1".

Both Host Company and Partner Organization users share validations for unique usernames, but only when the Partner Organization name is taken into consideration. For example:


ClosedCustomizing Commerce Views for Partner Organizations

A typical requirement is to customize the document view for partner users, for example, by hiding certain fields. This can be achieved by using hiding rules or, if complex customizations are required, by using separate Participant Profiles for partners.

ClosedIdentifying Partner Users & Quotes

ClosedCreating Separate Participant Profiles

Creating separate Participant Profiles for partner users requires a combination of additional Steps and Participant Profiles. Solution: create 2 Pending steps:

In other steps, a single step with separate profiles can be used.

You cannot create a new Participant Profile in the Pending Step and use the “User Access Rights” feature to assign it to a particular group representing partner users, because assigning a Participant Profile to a group gives access to all users in that group, not just the quote creator.

Similarly, it is not suitable to assign partner participant profiles based on User Type Access Rights (FullAccess, Buy Access, and so on). This would make quotes visible to all users with that access type, meaning that FullAccess users in one Partner Organization could see quotes from a separate Partner Organization.

ClosedPartner vs. Internal Profiles


ClosedCustomizing Workflow

A common requirement for Partner Organizations is to introduce a new, first level of approval for partner quotes.

For example, each partner sales rep may be assigned to an internal sales rep, and that internal rep may need to approve the partner's quote before it continues through the usual approval process.

For more information on the Commerce Workflow, see Workflow Steps.


ClosedCustomizing Configurators, Parts, and Price Books

Create a Data Table to store Partner Organization variable names and the rules defining what Price Books, Parts (based on an appropriate custom field, like Product Line), and Configurators the partner can see. For example:

ClosedHiding Configurators

ClosedHiding Parts

  1. ClosedNavigate to the Part Defined Fields page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Parts in the Products section.

      The Parts Search for Admin page appears.

    3. Click Customize Part Fields.

      The Part Defined Fields page appears.

  2. In the Filter / Normal column, set the value to Filter for the appropriate field.
  3. Create an Advanced Script that returns a comma-delimited list of the custom field values for parts the user should be able to see.

    For example, if the user should be able to see parts with the product lines Doors and Windows, return “Doors,Windows”.

Ensure that parts that are filtered from view are not used in Recommended Item rules.

ClosedHiding Price Books

  1. ClosedNavigate to the Price Book Available Fields page.

    1. Click Admin to go to the Admin Home Page.
    2. Click Parts in the Products section.

      The Parts Search for Admin page appears.

    3. Click Customize Price Book Fields.

      The Price Book Available Fields page appears.

  2. Create a custom field and set Filter / Normal to Filter.
  3. Store a unique identifier, such as the Price Book variable name, in the Custom field for each Price Book.

    This is required because you cannot filter the Price Book by variable name directly.

  4. Create an Advanced Script that returns a comma-delimited list of the custom field values for Price Books the user should be able to see.

    For example, if the user should be able to use the Canada and US Price Books, return “canada,us”.

Ensure that Price Books that are filtered from view are not used in Recommended Item rules.


ClosedChanging Partner Organization User Passwords

  1. ClosedNavigate to the Company Administration List page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Process Definition in the Commerce and Documentssection.

      The Processes page appears.

  2. Click List for the desired Partner Organization company name.

  3. Select the desired user Login name.

  4. Click Reset Password.

    This will email the user a new password.

      You must be logged in as a SuperUser to change a Partner Organization user password.

TROUBLESHOOTING

ClosedSalesforce Integration Troubleshooting

The Salesforce partner management portals are called PRM and Communities. They should be used in cases where Salesforce integration is required for partner users.

If partner users do not require Salesforce access, they can log in to CPQ Cloud directly. However, access to accounts and opportunities will not be available, and partner-created quotes will not appear in Salesforce.


ClosedUsers Seeing Quotes They Shouldn't


NOTES

    If a site exceeds the license limitations on any of the license types (Internal User & Partner Organization User), the administrator will not be allowed to create any new users until the license count is decreased and no longer exceeds the license limit.

    When the license limit is reached, an error message appears instructing the administrator to contact Customer Support and purchase additional licenses.

RELATED TOPICS

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