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.

  EMS Search functionality checks all entries pertaining to the search option that is selected. The system has been enhanced to compare the search string with the starting characters of each word that is a part of all such entries.
  
  EMS supports Wild Card search using Asterisk (*) and Question Mark (?) that can appear anywhere in the search string. An asterisk allows you to search any character and any number of characters; whereas a question mark allows you to search a single character of any type. Multiple Wild Cards can be used and two Wild Cards can also be used in combination in the search string. When E-mail Contains is selected as a search option, Wild Card search will not be available. For further details see Wild Card Search.
  
  Exact word search and search using logical operator OR is currently not supported.

• 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.