Partners and data access

Each type of partner gets access to different data on the portal. For partner-employee portal users, all data is available except for the portal Account Balance and Invoices pages. For partner-customer and partner-vendor portal users, these filters are applied:

  • Filtered User Name:
    • The logged in user name.
  • Filtered Partners:
    • The active partner of the Filtered User Name.
    • All active partners with a matching Type and Ref Num on the Partners form to the partner of the Filtered User Name.
  • Filtered Customers:
    • The customer associated with the active partner of the Filtered User Name.
    • All customers with the preferred partner equal to the Filtered Partners.
  • Filtered Service Orders:
    • All service orders with the lead partner at either the header, line, or operation equal to the Filtered Partners.
    • All service orders with the customer equal to the Filtered Customers.
  • Filtered Incidents:
    • All incidents with the SSR or the owner equal to the Filtered Partners.
    • All incidents with the customer equal to the Filtered Customers.
    • All incidents where the service order reference points to one of the Filtered Service Orders.
  • Filtered Interactions:
    • All interactions associated with the active partner of the Filtered User Name.
    • All interactions associated with the active partner with a matching Type and Ref Num on the Partners form to the partner of the Filtered User Name.
    • All interactions associated with customers of the active partner of the Filtered User Name.
    • All interactions associated with customers with the preferred partner equal to the Filtered Partners.
  • Filtered Warranty Claims:

    When partner users enter warranty claims, the claims are filtered differently depending on the Claim Authorization Required setting on the Portal Users form.

    • If the logged in partner is required to have authorization, then his or her warranty claims are added as incidents and changed to service orders after authorization in the back office. In this case, warranties are filtered the same as Filtered Incidents.
    • If authorization is not required, then the portal user’s warranty claim is entered directly as a service order, and filtering is the same as Filtered Service Orders.

Data filters by portal page

This table shows how data is filtered, by portal page:
Portal page Can view page Partner-employee Partner-customer Partner-vendor
Home All No filter No filter No filter
Unit Registration All No filter Filtered customers Filtered customers
Service Incidents All No filter Filtered incidents Filtered incidents
Service Knowledge Base All No filter No filter No filter
Service Orders PE, PC, PV No filter Filtered service orders Filtered service orders
Service Order Transactions PE, PC, PV No filter Filtered service orders Filtered service orders
Warranty Claims PE, PC, PV Filtered warranty claims Filtered warranty claims
Inbox All Filtered user name Filtered user name Filtered user name
Announcements All No filter No filter No filter
Documents All No filter Filtered customers Filtered customers
Interactions All No filter Filtered customers Filtered customers
Inventory All No filter Filtered customers Filtered customers
Account Balance Customers N/A Customers N/A
Invoices Customers N/A Customers N/A
Contact Us All No filter No filter No filter
Account Management All Filtered customers Filtered customers Filtered customers
Create User Account All* Filtered customers* Filtered customers* Filtered customers*
Customers PE, PC, PV Partner Filtered customers Filtered customers
Register a New Customer PE, PC, PV* No filter* Filtered customers* Filtered customers*

*With Can Create Users option selected on the Portal Users form.