- Go to Partners or click on the Pension Retirements Allocations Network on the left menu.
- Click on Add.
- Enter name of the Partner or Plan Sponsor, select the Network (or use the default that appears in the selection list) and enter Email of the customer user (optional).
- Click on Next.
Select Your Company will manage Partner transactions.
Click Add and your Partner is created.
Info In a later Training exercise, we will allow the Partner to manage their Transactions, Users and view Dashboard. Also the use case related to EDI configuration will be covered in a separate exercise. Click on More to see the features available to manage this Partner.
Info Instructor walks through all the Partner manage features in class. Also refer to the online docs made available to the trainees.
Next step:
Business user onboards a Partner data by creating a Transaction
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Business user onboards a Partner data by creating a Transaction |