Editing a Partner Program

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As an owner on a partner program, you can edit the program to add/update the following fields on a partner program:

  • Partner Program Name and Description
  • Partner Program Overview
  • Partner Program Details
  • Create Custom Fields
  • Update Team members and Member companies on your program
  • Enter/Update Key Dates
  • Add Comments

Steps:

  1. Click the Partner Program that you want to edit. The Partner Program opens.

    editpartnerprogram.gif
  2. To edit, click the pencil icon. Edit Partner Program screen opens.
    editpartnerprogram2.gif
  3. You can update the partner program name and description.
  4. You can also add/update the Partner Program Overview.
  5. To add a content item (enablement materials, training guides etc.) to your Partner Program Overview:
    1. Create the content item in the Content Library. See Adding an Asset
    2. Select the content item from the Add Item dropdown.
    3. Click Next.
    4. You can select up to six materials for each partner program.
    5. Select from the Content Library.
    6. Click Save.
  6. To update Team Members, See Managing Team Members and Access Levels.
  7. To update Companies, See Edit Sharing with Companies.
  8. To update Key Dates, See Entering/Updating Key Dates.
  9. To add Comments, See Adding Comments to Partner Programs.
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