How to create a Partner Locator?

How to create a Partner Locator?

Info
To activate the Partner Locator feature for your portal, please submit a ticket to support@mindmatrix.net.

  1. Once the Partner Locator is enabled, proceed to the Setup section and click on Partner Locator or visit this URL - #manage/marketplace.

  1. Within the Partner Locator page, you can create listings for all your partners.

  1. Begin by searching for the specific partner and selecting their partner type, categorizing them as either a Supplier or Partner.

Click 'Yes' to confirm these changes.


  1. Next, determine the visibility status for the partner by selecting from the options of None, Internal, or Public:
- None: The partner will not be visible to anyone.
- Internal: The partner will be visible to all other partners within the portal.
- Public: The partner will be visible to all end partners/users.

Click 'Yes' to confirm these visibility settings.


  1. Proceed to 'Review Changes' to verify the details for the partner.


  1. Once verified, click the 'Publish' button to make the partner appear on the Partner Locator Page. 


  1. The status will change to 'Published' once the process is completed.
Warning
To view all published partners, navigate to "INSTALLURL/#partnerlocator".

  1. Within the Partner Locator page, you can use the filter category on the left-hand side to refine your search.

  1. If you wish to create a new filter category, go to Setup > Asset Management > Filter Management > Filter Category.


  1. Select 'Organization,' and if you want to create new Filter Category, click on 'Create New Category.' Or else you can add the filters on the existing filter Categories.

  1. For creating new Filter Category, enter the 'Category Name' and click on the Next. 


  1. Search the filter and click on the 'Save' button.



  1. Once all filters are added click on 'Finish.'


Notes
Your newly created filter category will be visible on the Partner Locator page at "INSTALLURL/#partnerlocator".