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Partner Cloud
Set Up Channel Manager Experience

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Set Up Channel Manager Experience

Configure roles, sharing settings, and permissions so your channel managers can manage partner accounts and opportunities. Complete this setup after Partner Cloud Initial Setup runs its five automated steps.

Required Editions

Available in: Lightning Experience
User Permissions Needed
Enable and configure feature; assign permissions. Salesforce admin
  1. From the gear menu, select Salesforce Go, and then search for Partner Cloud Initial Setup on the Salesforce Go Home page.
  2. To create a role for your channel managers, click Go to Setup in the Create a Role for Channel Managers section.
  3. Click Set Up Roles.
  4. Click Add Role.
  5. Enter a label and name for the role and click Save.
  6. To assign users for your channel managers, click Go to Setup in the ‘Assign the Role to Channel manager Users’ section.
  7. Click Assign Users to Role and select the user you want to assign the roles. For more information, see Assign Users to Roles in Help.
  8. Choose how you want your role hierarchy defined.
    If your channel manager already has a role, check the box to mark this step as complete.
  9. Click Save.
  10. Navigate back to the Salesforce Go page and confirm that both the Create a Role for Channel Managers and Assign the Role to Channel Manager Users tasks are complete.

After the channel manager experience is set up, configure the partner site to give your partners access. See Set Up Partner Experience for more details.

Enabling a partner account and creating partner users happens outside Partner Cloud Initial Setup — your channel managers do this from an Account record (enable the account as a partner account) and from a Contact record (click Enable Partner User). New partner users get a welcome email to set their password and log in.

 
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Salesforce Help | Article