Published at: 2026-09-17
Partner user quick start
This tutorial walks partner users through signing in, reviewing the home page, and submitting their first business record.
What you’ll accomplish
You will sign in to Partner Connect, review the home page, and complete one business action.
Before you start
- The upstream enterprise has established an enterprise connection and added you as a connected contact.
- Your mobile number is recorded in the connected contact information.
- The upstream enterprise has granted your role access to Partner Connect.
Step 1: Sign in to Partner Connect
Use one of the access methods provided by the upstream enterprise:
- Open the Partner Connect portal in a web browser.
- Open Partner Connect in the mobile app.
- Use a WeChat Official Account linked to Partner Connect.
The web portal supports sign-in by scanning a WeChat QR code. Username-and-password sign-in requires account initialization by the upstream enterprise and is available to selected customers on request.
Step 2: Review the home page
After signing in, Partner Connect opens the home page. It can display frequently used menus, object-level scenario data, data briefs, reports, and charts. Available content depends on the applications and permissions granted to your role.
Step 3: Complete a business action
Open an available business object from the home page and complete one small task:
- Create and submit a sales lead.
- Claim a lead from the partner lead pool.
- Review a task or business notification.
After submitting the action, confirm in the object list or task list that the record status has changed.
Verify access
Confirm that the home page opens correctly and that your submitted record or task shows the expected status.