Creating a position
This demonstration provides you with instructions for completing a process within Global Partner Portal and navigating the demonstration.
You can also use the navigation icons in the upper-right hand corner of each screen to navigate through the demonstration. The icons enable you to move forward one screen at a time, backward one screen at a time, or exit the demonstration.
Click anywhere on this screen to begin.
Each user on Global Partner Portal must have a unique position that defines the user's organization and the information that they can access in the application. For example, a user's position indicates that they are associated to Company A and have access to the data for Company A, but not for Company B.
In this demonstration, you create a position in Global Partner Portal.
Click Administration.
Under Administration, click Organization Explorer.
Click the + sign beside the name of the organization. The position determines the subset of data that the user can access.
Click the + sign beside Positions.
Click New.
Type the position name. For information about naming positions, see the Global Partner Portal BP Administrator's Guide.
Type SVI Business Partner Sales Rep - Jan Klech.
For this demonstration, type SVI, and then the complete position name is displayed.
Click the list arrow in the Position Type field.
Note: The Position Type field indicates the general position category that the user holds in your Business Partner organization.
Select the correct position type from the list.
For this demonstration, select Partner Sales Rep.
To include a description of the position, click the Description field.
Note: The position description should include the standard position name, a dash, and then the user's first and last name. The naming convention uses the following pattern, for example, BCC Business Partner Sales Rep - John Doe.
Type SVI Business Partner Sales Rep - Jan Klech.
For this demonstration, type SVI and then the complete description is displayed.
Click Save.
The position that you created is selected.
Click the screen anywhere to continue.
When you add a user and assigning a position, be aware that each position is unique and can only be assigned to one user.
If you attempt to assign an existing position to a new user, you receive this message. This ensures that the data entered for this position is tied to a specific Business Partner end user and decreases the chance of data corruption.
Click anywhere on the screen to continue.
Congratulations! You have successfully created a position in Global Partner Portal.
This completes the demonstration. Click anywhere on the screen to exit the demonstration.