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System Instructions



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Introduction 

This instructions on this page review how to add new providers



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A pop up will be displayed to confirm your selection of Enabling as Partner Account, click the OK button.

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The steps below provides guidance on validation of Partner Account status for an existing account.


If the View Partner Scorecard button is NOT available click the Manage External Account drop-down and select Enable as Partner. 

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Access Salesforce, click on the Accounts tab to access the Account Record.

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Search for your Accounts Record by using the Search Bar. Validate if the Account is a Partner Account. There will be a checkmark on the Partner Account Checkbox.

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In the Account Record under the Account Detail section, validate if the Accounts is set up as a Partner Account. If the View Partner Scorecard button is available this means it is a Partner Account. 

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Proceed to Step 2: Create Program Partnerships




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The steps below provides guidance on how to create a new account and enabling the account as a Partner Account.


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Access Salesforce, click on the Accounts tab and click the New button.

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Complete the Account Name and Supplier ID (obtained from NEIS if the company already exists in NEIS) fields. Then, click the Save button when complete.

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It is best to enter in known information for as many fields as possible because it reduces the risk that duplicate records will be created in the future. 


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Then, from the newly created record, under the Account Detail section, click on the Manage External Account drop-down and select Enable as Partner. Click Yes on the window pop up to confirm.

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A pop up will be displayed to confirm your selection of Enabling as Partner Account, click the OK button.

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Proceed to Step 2: Create Program Partnerships






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From the Account Record just created using the above step, scroll down to the Program Partnerships section and click the New Program Partnership button.

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On the New Program Partnership page, set the Status field to Full or Provisional, then set the Program and Default Primary Contact fields.

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On the New User page, append .nyserda to the end of the Username, and choose NYSERDA Portal User - by Login from the Profile drop-down. Then click the Save button.

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Follow the steps below only if the Contact does not exists in Salesforce.


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Back on the Account Record page created following step 1 above, scroll down to the Contacts section and click the New Contact button.

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Once the Contact Record is created, click on the Manage External User drop-down at the top of the record and select Enable Partner User. This will open the New User page.

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On the New Contact page, enter in at least the Contact's Last Name and Email Address. Then click Save.

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It is best to enter in known information for as many fields as possible.


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A pop up will be displayed to confirm your selection, click the OK button. This will initiate an automated email to the new Contact with instructions on how to set a password for the Portal Login.

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