Upstream Channel Manager Configuration

I. Enabling SharePartner

All SharePartner settings are configured in the upstream company’s CRM. SharePartner users are downstream partners.

1.1 Enabling the Partner Switch

1) Enabling SharePartner involves two main steps: enabling the “Partner” object and configuring the Interconnection application. Before using SharePartner, enable the partner switch in the CRM.

Navigation: [Admin] > [Business Rules Management] > [Partner Management]

a. After enabling partners, the system automatically adds the “Partner” object.
b. A new “Channel Manager” role is created with full permissions for the Partner object, dedicated to managing partner personnel.
c. After enabling partners, a new Contact Record Type—”Partner Contact”—is added, along with its layout.

2) Assign employees as Channel Managers. Channel Managers have full operational permissions for the Partner object by default and should be responsible for managing upstream partners.

Navigation: [Admin] > [Role & Permission Management] > [Business Function Permissions] > [Employee Role Assignment]

1.2 Adding Partner Companies and Contacts

There are two ways to establish connections between upstream manufacturers and downstream partners:
1) The partner company does not have a ShareCRM account.
2) The partner company already has a ShareCRM account.

1) For companies without a ShareCRM account: The upstream company can directly add the partner as a connected company.

• [Admin] > [Interconnection Management] > [Enterprise Interconnection] > [Interconnection Accounts]: Add the partner company.

• Select the partner type as [Partner]. You can choose an existing partner or create a new one. Companies already connected will be grayed out.

• When creating a new partner, you must also create a Partner Contact to establish the connection. Alternatively, you can create the partner and contact in the CRM beforehand. (Mobile number 1 will be used as the contact’s login phone number—ensure it is correct.)
  • Tip: After creating the partner, click “View” to access the partner details page and create a Partner Contact under the Contact object.

• Select the Interconnection applications for the partner. By default, SharePartner is enabled. You can also enable optional apps like Partner Academy or Announcements.

• Bulk Import: You can import multiple partner companies at once. The system will register each company in ShareCRM.
  • Members with the same [Company Name] will be grouped under one company.
  • At least one member must be designated as a [System Admin], who can also serve as the contact.
  • You can batch-enable apps for multiple partners. The system checks if all selected partners have valid contacts (with mobile numbers).
  • Imported members are default contacts.
  • Fields like “Responsible Person,” “Tags,” “Type,” and “Level” can be edited later.

• Assign a contact for the partner company. This contact will have access to the apps enabled by the upstream company.

2) For companies with a ShareCRM account: The upstream company shares an invitation code with the partner.

• [Admin] > [Interconnection Management] > [Enterprise Interconnection] > [Interconnection Accounts]: Click [Add Partner Company], then [Send Invitation Code]. Copy and share the code with the partner.
• The downstream company enters the code in [Add Upstream Company], submits it, and adds their contact in the partner details page.
• The upstream company approves the request and assigns roles in [Interconnection Apps] to establish the connection.

II. Permission Settings and Role Assignment

2.1 External Access Scope

You can limit access to:
- All downstream companies.
- Specific downstream companies.
- Specific employees of downstream companies.

Navigation: [Admin] > [Interconnection Management] > [Enterprise Interconnection] > [Interconnection Apps] > [App Basics] > [External Access Scope]

2.2 Assigning Roles and Editing Permissions

The system includes a default “Partner Personnel” role for downstream users.
Note: Downstream users must be assigned a role to access SharePartner.

If the default role is insufficient, you can create new external roles.

Upstream companies can also set object and field permissions for these roles.

2.3 Assigning Record Types and Layouts

Upstream companies can assign record types and layouts to downstream roles.

2.4 Setting Data Scope for Visible Objects

Object permissions include:
- Private (only the owner).
- Read-only for company members.
- Read/write for company members.
- Public read-only.
- Public read/write.

You can customize permissions for downstream companies.

2.5 Data Sharing Settings

Downstream roles can share data with read/write permissions.

III. SharePartner Portal Management

Customize the portal with drag-and-drop components for a personalized experience. Downstream users can access SharePartner on PC or mobile devices.

3.1 Web Portal Configuration

Navigation: [Interconnection Management] > [Interconnection Apps] > [SharePartner] > [Portal (Web)]

3.2 Mobile Portal Configuration

Navigation: [Interconnection Management] > [Interconnection Apps] > [SharePartner] > [Portal (APP)]

IV. SharePartner Business Configuration

4.1 Leads and Lead Pool Management

Upstream companies can collect leads from multiple channels, clean them, and assign them to partner-exclusive pools. Downstream sales teams can access these leads for follow-up and conversion.

4.2 Accounts and Account Pool Management

Upstream companies can manage accounts in partner-exclusive pools, setting rules for assignment and reclamation.

4.3 Opportunities and Pipeline Management

Downstream users can create accounts/opportunities, submit project details, and avoid duplicate entries with real-time checks. Upstream companies can track partner opportunities and forecast sales.

4.4 Products and Price List Management

Upstream companies can manage product categories and price lists. Partners must have a price list configured to place orders.

4.5 Interconnection Process Management

1) Interconnection Approval Flows: Upstream companies can enable interconnection for approval flows. External users (downstream partners) can be included in approvals.

• External users can be selected via:
  • Role variables (external roles).
  • Contact variables (external contacts).

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