Creating a partner
UsersFrom oneEnvironmentThey can communicate with each other and share documents. In order to communicate with users outside an environment, the environments of both parties mustPartnersBecoming each other.
Please note: atBoth partiesmust be the person to whom the connection is entered into must be an advanced user or administrator.
Please note that the establishment of partner relationships must be available in your subscription.
With the roadmap below, we explain how toPartner requestCan send.
Step 1 - Go to Partners
Environment can become partners through 'Partners"
by "Existing partners'are the partners with whom relationship(s) have already been established. by "Find Relationships."You can find new partners.
The 'Partners' menu can only be opened by advanced users who are also members of the Relationship Manager group.
Step 2 - Find the other environment
Click onFind partners. Enter the environment name and press enter.
After searching for a partner by name you will come to the screen with suggestions. Choose the right one hereThe partner. Now the relevant data for creating a relationship with aThe partnershown.
Step 3 - Open the surroundings
Click the environment name and the next screen opens. (The following screenshots are of the old environment in eConnection house style. New screenshots are being worked on)
InDetailsData from the other environment is shown.
Step 4 - Make a relationship
Click on 'Relationship Request' to connect with a relationship manager of the other environment.
The chosen person will now receive an email with which he can accept the request to make the connection. After the connection is made, documents can be shared with the relationship group created and the relationship manager. ItSharing of documentsWith the group can be directly, sharing with a relationship manager can take a few minutes.
Then you can go through theThe partnerto be added asMemberto his organization.
Related Articles
Creating a user
An eConnect environment can contain multiple users and organizations. Users always have a role with specific user rights within the environment and within the organizations. To use as a user environment Managing Serve the user. "Administrator" To be. ...Creating a Relationship Manager
Not every user is allowed to work with other companies or environments. A user must be added to the groupRelationship managers. An Administrator may grant these rights to other users from user management: Only User Relationship Manager can be created ...Creating a filter in the views
In all views of documents such as Inbox in/out, all apps, transaction overviews, etc. can be filtered with specific search terms that can also be saved for later use. By clicking on the filter/judge ("Views")... opens the screen to create a new ...Other names
When changing the name of eConnection to eConnect, some concepts have also been renamed on the platform. My account -> My surroundings The naming account could be confusing because 'account' is also often seen as a user account. That is why it was ...Sharing of documents
Documents can be shared with users, companies or groups with whom a relationship exists within the eConnect platform. There is a relationship if users are members of the same account or if a relationship has been created through the Partner feature. ...