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Do Your Homework to Get COA Access Once you have set up your PBO, make sure to complete the prerequisites listed below in order to use the COA successfully: 1. Take the COA Basics Trail Learn how to get started on COA, create orders, track order status, and ensure accuracy. Take the trail > 2. Assign Permission Sets to Channel Order App Users Provide COA access to team members who will be using it. 3. Define a COA email service After you assign Channel Order App (COA) permission sets, define an email service to make your org ready to sync your product catalog. 4. Request your COA credentials Submit your case for COA Service Credentials here using the “Service Order Credentials” subtopic and make sure to provide the appropriate Org ID of your PBO in the case. 1. 2. 3. 4. 5. 6. 7. 10

Partner Field Guide: Become a COA Champion - Page 10 Partner Field Guide: Become a COA Champion Page 9 Page 11