Hi Vaun,
The Partner product is a setting that is configured into an organization that is being set up as "Partner". Its a feature that's enabled from the back end even before the org is built. Product Support usually assists with resolving questions or issues with loading the Partner product into an org.
In addition to having the Partner product loaded you must have the following minimum permissions -
View your clientsTo view your clients, you must have a role with these permissions:
- affiliateOrganization > clients > View
- externalOrganization > externalContacts > View
- authorization > orgTrustee > View
Pair with your clientsTo pair with your clients, you must have a role with these permissions:
- Authorization > Orgtrustee > Add
- AffiliateOrganization > Clients > Pair
- AffiliateOrganization > Clients > View
- ExternalOrganization > Externalcontacts > View
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Gabe Ladios
Genesys - Employees
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