Admin Guide

Partner Community Admin Guide Inviting and Managing Users

What Permissions Does the Partner Community Admin Have? Partner Community administrator permissions are automatically assigned to the first person at your company who signs up for the Partner Community. However, you are able to assign admin permissions to multiple Partner Community users at your company. Users with admin permissions have the rights and responsibility to: 1. Invite users from your company to join the Partner Community 2. Grant them different permissions (like Managing your AppExchange Listing) 3. Keep them up to speed on the latest Salesforce Partner Program communications 4. Teach them how to use the Partner Community If you would like to be set as an administrator, please contact your company’s current Partner Community administrator(s) by requesting the “Manage Users” permission. Request “Manage Users” permissions >

How to Invite Users to the Partner Community

Inviting a New Partner Community User 1.1 Head to the Manager Users tab at the top navigation bar in the Partner Community. 2 You must have admin permissions in order to access this tab. 2. Click “Invite User” to extend an invitation to 2 your team member to sign up for the 1 Partner Community under your company name Quick Tip: As an admin, you can grant additional permissions to your users from the Manage Users tab such as Manage listings, Manage leads, Manage cases, and more.

Inviting a New Partner Community User Continued 1. Enter the company email address of the 3 user you’d like to invite 3 4 Then, select the permissions you’d like to 4 grant to the individual user Select “Invite.” After inviting the user, direct 5 them to p.force.com/signup and have them sign up as an existing partner 5

List of User Permissions

List of User Permissions Review the list below of user permissions that Partner Community admins are able to grant to Partner Community users from your company. Permission Name Purpose Manage Users Invite new users to join, assign permissions, or revoke access. Upload your Managed Package, create/edit your AppExchange listing(s) Manage Listings and view related analytics in the Publishing Console. Manage Cases View support cases reported by your users. Manage leads created by your users. This permission only applies to Manage Leads Consulting partners. View all opportunities for your company. This permission only applies to Manage Opportunities Consulting partners. Manage projects created by others in your company. This permission only Manage Projects applies to Consulting partners. View your Consulting Partner Program Status and Certifications pages to Manage Partnership manage your partnership with Salesforce. View Trailhead badge and certification progress across your organization Manage Education and for individual users.

List of User Permissions On the Manage Users tab, simply check off the box(es) that represent the type of permission you’d like to grant to a user at your company.

Helpful Links

List of User Permissions On the Manage Users tab, simply check off the box(es) that represent the type of permission you’d like to grant to a user at your company. Permission Name Purpose Partner Community Help Learn how to sign up for and navigate the Partner Community Looking for something in particular? Jump directly to a specific topic on the Partner Community Partner Community Topics (A-Z) Stay informed of the latest company and program news as well as any Partner Community News & Alerts critical announcements Attend live office hours with our program staff across all partner topics and ask them any questions ranging from the program to technology and more Partner Community Office Hours Join our monthly webinar to get a glimpse into the future of Salesforce Partner Roadmap Webinar products and programs Ensure your certifications are being properly tracked in the Partner Webassessor for Partners Community Official: Partner Community Collaboration Group Follow this group for all partner-facing communications Questions & Answers Collaboration Group Ask partner-related questions on any topic in this group