Configuring a Partner

The configuring of partner includes tasks such as setting up the protocols, editing the configurations of the protocols, or adding transports, credentials and business locations.

To edit the partner data, perform the following steps:

Note: You can either configure the data when creating the partner or later configure the data of the already created partner .

Procedure

  1. On the Partner Management tile, click Partners.
  2. On the Partners page, click the partner whose information you wish to edit.
    The three tabs: Protocols, Credentials, and Business Locations are displayed.
  3. To provide detailed information about the partner, provide information for the following tabs:
    Option Description
    Protocols To enable or edit configurations of protocols, click Protocols tab. For detailed information on configuring the protocols, see Configure Protocols for Partners.
    Credentials To add new credentials, click Credentials tab. For detailed information on uploading the credentials, see Manage Credentials for Partners.
    Business Locations To add information about the address and contact information for the company headquarters, click Business Locations tab. For more information, see Add Business Locations of Partners.