Creating a Partner Account

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

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

To create a partner account

1. Click Users & Accounts > Create Partner Account.
2. On the Create An Account page:
a. Enter the Account Name (required).
b. Enter the Display Name of the account (required).
c. Add additional description and address information as desired.
d. Select a Visible to other Partners option. To prevent partners in different distribution tiers from seeing information about this account, un-check Visible to other Partners. To allow partners to see information about this account, check Visible to other Partners. Default: Checked.
3. If you want to link users to the account, do one of the following:
○ Click Create a User to link a new user to the account. Then follow the steps outlined in Creating, Editing, or Deleting a User to create the new user account.
○ Click Link Existing Users to link existing users to the account. Select the users (and roles, if applicable) you want to link and click OK.
4. Click Next. On the Linked Sub-Accounts page, select any sub-accounts you want to link to this account. (Optional)

Note:Only parent accounts can set up links to sub-accounts.

5. Click Next. On the Relate Accounts page, select any partners you want to relate to this account. (Optional)

Note:Relationships between Channel Partners and End Customers must be set up from the Channel Partner or Producer end. Producers can set up relationships between Channel Partners and End Customers but they don’t participate in the relationships.

6. Click Complete.

FlexNet Operations 2020 R1 SP1 User Guide

March 2020

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