How to create a Partner Locator?
- Once the Partner Locator is enabled, proceed to the Setup section and click on Partner Locator or visit this URL - #manage/marketplace.
- Within the Partner Locator page, you can create listings for all your partners.
- 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.
- 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.
- Proceed to 'Review Changes' to verify the details for the partner.
- Once verified, click the 'Publish' button to make the partner appear on the Partner Locator Page.
- The status will change to 'Published' once the process is completed.
To view all published partners, navigate to "INSTALLURL/#partnerlocator".
- Within the Partner Locator page, you can use the filter category on the left-hand side to refine your search.
- If you wish to create a new filter category, go to Setup > Asset Management > Filter Management > Filter Category.
- 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.
- For creating new Filter Category, enter the 'Category Name' and click on the Next.
- Search the filter and click on the 'Save' button.
- Once all filters are added click on 'Finish.'
Your newly created filter category will be visible on the Partner Locator page at "INSTALLURL/#partnerlocator".
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