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Edit Partner Portal Setup

After setting up a test partner, it is time to set up the Partner Portal itself.

  1. In the main menu of Commerce Assistant, select Channel Management > Partner Portal Setup.

  2. Enter information in the following sections:

Defaults​

You can use the Defaults section of Partner Portal Setup to configure default settings for the Partner Portal.

Important

This feature supports multiple languages. For more information, see Languages.

tip

Use the highlight selector on the right-side of the action bar to see a visual indication of which fields support multiple languages. Select Language-supported fields from the drop-down list. For more information, see Highlight categories.

Enter information in the following fields:

  • Partner/Affiliate Group for New Partners: Select to automatically assign all new partners to a group. The groups that partners are associated with control which catalogs are available in the Partner Portal. The group is also used for reporting purposes. This can be edited for individual partners in the Partner Portal. See Add a partner/affiliate group. Click the add icon button to add a new partner/affiliate group.
  • Price Configuration for New Partners: Select to automatically assign all new partners to a price configuration. The price configuration determines the discounts for partners. This can be edited for individual partners in the Partner Portal. For more information, see Set up discounts with price configurations. Click the add icon button to add a new price configuration.
  • Support Contact: Select to assign a support contact to display in the Support tab of the Partner Portal. The partner can access support information in the Support tab. This is an optional field. If you do not provide a contact name here, you can add one in the Partner Portal. Click the add icon button to add a new support contact.
  • Catalog: Select to assign a default catalog to the Partner Portal. This catalog provides the discounted products to the partner. If this partner is associated with a partner group, it inherits that group’s catalog. It is important to use the correct template for Partner Portal catalogs. To configure your template, contact Client Experience. This is an optional feature. Click the add icon button to add a new catalog.

Resources​

You can use the Resources section to configure settings that customize the Partner Portal.

Important

This feature supports multiple languages. For more information, see Languages.

tip

Use the highlight selector on the right-side of the action bar to see a visual indication of which fields support multiple languages. Select Language-supported fields from the drop-down list. For more information, see Highlight categories.

Select the following settings:

  • Company Logo: Add an image file for your company logo. The logo is featured in the top left corner of the Partner Portal instead of your company name. This is an optional field. If no logo is submitted, a text version of the company name is used. For best results, use an image size that is 160 pixels x 60 pixels, or smaller.
  • Resources iFrame URL: Select to add an iFrame URL hosted on your web server to be included as resources on the Partner Portal Resources tab.
note

The iFrame URL must start with https://, not http://.

  • Resources HTML: Select to add HTML code to add the Resources tab to the Partner Portal. This can be anything you like, such as your company FAQ or a link to the partner agreement
  • Welcome HTML: Enter HTML code for a welcome message on the Partner Portal Home tab. This HTML overwrites the standard welcome message from Cleverbridge.
  1. Click Save.

Quick Start Partner Portal Setup


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