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System Instructions
Introduction
This instructions on this page review how to add new providers
Step 1: Create & Enable User Account
Access Salesforce, click on the Accounts tab and click New.
Complete the Account Name and Supplier ID (obtained from NEIS if the company already exists in NEIS) fields. However, 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. Save the record when complete.
Then, from the newly created record, click on the Manage External Account drop-down and select Enable as Partner.
If you see the View Partner Scorecard button instead, the record has already been set up as a Partner User and you can proceed to the next step.
Step 2: Create Program Partnerships
From the Account Record just created using the above step, scroll down to the Program Partnerships section and click the New Program Partnership button.
On the New Program Partnership page, set the Status field to Full or Provisional, then set the Program and Default Primary Contact fields.
Step 3: Create & Enable Contact
From the Account Record just created using step 1 above, scroll down to the Contacts section and click the New Contact button.
On the New Contact page, enter in at least the contact's Last Name and Email Address. Then click Save.
Overview
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