Creating a New Partner Organization

FlexNet Operations 2014

Partners are special organizations in FlexNet Operations. (See Partners and Distribution Tiers for more information.)

Users assigned a role with the View and Manage Organizations permission can view, add, and edit organizations.

To create a new partner organization

1. Click Administer Operations, choose the Partner tab, and then click Create an Organization.
2. On the Create Organization page:
a. Enter the Organization Name (required).
b. Enter the Display Name of the organization (required).
c. Add additional address information as desired.
d. Set the Visible to Others checkbox. To prevent partners in different distribution tiers from seeing information about this organization, un-check Visible to Others. To allow partners to see information about this organization, check Visible to Others. Default: Checked.
3. If you wish to link users to the organization, do one of the following:
Click Create a User to link a new user to the organization. Then follow the steps outlined in Creating a User to create the new user account.
Click Link Existing Users to link existing users to the organization. Select the users (and roles, if applicable) you wish to link and click OK.
4. Click Next. On the Linked Suborganizations page, select any suborganizations you wish to link to this organization.
5. Click Next. On the Relate Organizations page, select any partners you wish to relate to this organization.
6. Click Complete.

See Also