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Create Partner, Role, and Assign User to Role

To create a Partner, a Role, and also to assign a user to a specific role; follow these steps:


  1. Log in to the application and click on the Administration button.
../../_images/cs_createuser_logintotheapp.PNG


  1. Go to Partner Administration and then to Partners.
../../_images/cs_createpartnerrole_gotopartneradmin.PNG


  1. Click “+” icon to create a new partner.
../../_images/cs_createpartnerrole_clickicontocreatepartner.PNG


  1. Provide the following details: Name, Type, and Code. Then, click on the Create button.
../../_images/cs_createpartnerrole_providethefollowingdetails.PNG


  1. Select the created partner and then click on the Roles tab.
../../_images/cs_createpartnerrole_selectthecreatedpartner.PNG


  1. In that tab, click on the “+” icon to create a role that is specific to a partner.
../../_images/cs_createpartnerrole_inthattabclickon.PNG


  1. Provide the following details: Name, Code, and Role Type. Then, click on the Create button.
../../_images/cs_createpartnerrole_providetheffdetails.PNG


  1. Select the created role and click on the Users field.
../../_images/cs_createpartnerrole_selectthecreatedrole.PNG


  1. Select the users that you want to assign to the role from the list and then, click on the Apply button. The selected users will be assigned to the newly created role .
../../_images/cs_createpartnerrole_selecttheusers.PNG


  1. Click on the Save button.
../../_images/cs_createpartnerrole_clickonthesavebutton.PNG


Create Partner, Role, and Assign User to Role: Screen Elements

The following details are to be provided to be able to create a new partner and a new role in the system. The elements for assigning a user to a role are also enumerated.


Create Partner:

Sr No Screen Element Description
1 Name Specify the name of a partner.
2 Type

Select the type of a partner from the following options:

  • Supplier
  • Marketplaces
  • Distributor
  • Wholesalers
  • Translation Agency
  • Content Enrichment Agency
  • Digital Asset Agency
3 Code Specify the code.
4 Create Click Create button to create a partner.
5 Cancel Click Cancel button to cancel the details of a partner.

Create Role:

Sr No Screen Element Description
6 Name Specify the name of a role.
7 Code Specify the code.
8 Role Type

Select Role Type from following options:

  • System Admin
  • User
9 Create Click Create button to create a role.
10 Cancel Click Cancel button to cancel the role details.

Assign User to Role:

Sr No Screen Element Description
11 Users Select the users from the list and click the Apply button. The selected users will be assigned to that role.
12 Save Click on Save button to save the details.

Previous: Create User
Next: Configure Workflow

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Last updated: Jul 27, 2018

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