Granting access to the Business Partner dashboard

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Access to the Business Partner dashboard

• All Business Partner users of IBM PartnerWorld are allowed to launch the Business Partner dashboard. However, in order to see any data on the dashboard, a user must be set up correctly in the PartnerWorld Profile System (PPS) by an Authorized Profile Administrator (APA).– In order to see data for a particular Country Enterprise, an Employee record must exist for at

least one Location within that Country Enterprise.

– In addition, the Employee record for that Location needs to be assigned one or more Access Roles which control access to different sections of the dashboard or to the “Dashboard all” role which allows access to all sections of the dashboard.

• The default is that users will not have access to any dashboard sections. The access must be explicitly granted by the Authorized Profile Administrator (APA).

– Users who have not been assigned a dashboard Role within a Country Enterprise will not see any data about that Country Enterprise on the dashboard.

– If they do not hold a Role for any Country Enterprise, they will not see that dashboard section.

• See the section ADDING DASHBOARD ACCESS ROLES for details on adding Access Roles to existing employees

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Organization of this document

• The audience for this document is Authorized Profile Administrators (APA) who need to utilize the PartnerWorld Profile System (PPS) to grant access to the Business Partner dashboard.

• Instructions on granting access by utilizing Business Partner Dashboard Access Roles can be found in the section titled ADDING DASHBOARD ACCESS ROLES.

• If the Employee does not have access to IBM PartnerWorld or does not have access to a particular Country Enterprise, the section titled ADDING EMPLOYEES IN PPS will provide instructions on adding the Employee to a Location.

• The section titled ALTERNATIVE WAYS TO ADD EMPLOYEES IN THE PARTNERWORLD PROFILE SYSTEM provides instructions on inviting one or multiple Employees to IBM PartnerWorld.

• The section titled HOW TO ASSIGN OR CHANGE AN AUTHORIZED PROFILE ADMINISTRATOR provides instructions on how to add a new APA or if the APA has left the company.

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ADDING DASHBOARD ACCESS ROLES

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Adding Business Partner dashboard Access Roles

• Log in to PPS. PPS can be accessed from the “Update your profile” link on any IBM PartnerWorld page. If you need more instructions on using PPS, check the section on logging on to PPS.

• Select the Headquarters Location of the Country Enterprise.

• Select Location List of Employees.

• Select Employee to which you would like to add the Business Partner dashboard Access Roles.

• Select Access Roles.

• Select the dashboard role or roles that apply to the employee.

• Select Save at the bottom of the screen.

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Select the Country Enterprise to which the Access Roles need to be added

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Select “Country enterprise list of locations”

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Select the Country Enterprise headquarters locationThis location will be highlighted in the “County enterprise list of locations”

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Select “Location list of employees”

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Select the employee you would like to assign the Business Partner dashboard access roles, and click “Next”

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Select “Employee roles”

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Select the “Business Partner Dashboard” access roles that should apply for the employee, and then select “Save”

The “Dashboard all” Role provides access to all sections of the dashboard whereas the other Roles provide access to a specific portion of the dashboard. The “Dashboard all” Role provides access to all sections of the dashboard whereas the other Roles provide access to a specific portion of the dashboard.

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ADDING EMPLOYEES IN PPS

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Adding Employees in PPS

• An Authorized Profile Administrator (APA) can add an employee contact for the employee via the PPS user interface by selecting “Manage employees” and then “Add an employee”.

• An employee can click on the “Add yourself to a location” link and then enter the Company Token given to them by the APA, they can select the location they would like to associate themselves. This will then take the employee into the “Add an Employee” Wizard.

• An APA can enter the email address of one or more employees. This shall send an email to the employee with a link. When the employee clicks on the link this takes the employee directly to the “Add an Employee” Contact Wizard.

• An APA can upload a file (.csv or .txt) with one or more employees and these employees shall be added to PPS if the validation for the employee is passed.

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Getting started adding Employees and Access Roles

• Business Partners will manage their Business Partner Dashboard Access Roles via PPS.

• Instructions for Employees and Access Roles in PPS (screenshots of the steps are on the following pages)

– Log into PPS with your IBM ID.

– Select the Country Enterprise to which the Access Roles need to be added.

– Select Country Enterprise List of Locations.

– Select the Country Enterprise Headquarters Location (This location will be highlighted in the list of locations.

– Ensure the employee is in the “Location List of Employees”.

– If the employee is not in the list then select “Manage Employees”.

– Select “Add an Employee”.

– Complete the “Add an Employee” screens by completing all required fields and then save. If you adding this employee to assign Business Partner Dashboard access roles you enter an IBM ID and an email address for the employee.

– Once the employee is active in the Partner Profiling System, follow the Adding Business Partner Dashboard Access Roles instructions.

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Log into PPS with your IBM ID✔ PPS can be accessed from the “Update your profile” link on any IBM PartnerWorld page✔ If you are already logged in to IBM PartnerWorld, you will not be asked to log in again

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Select the Country Enterprise to which the Access Roles need to be added

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Select “Country enterprise list of locations”

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Select the Country Enterprise Headquarters Location This location is highlighted in the “County Enterprise List of locations”

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Select “Location list of employees”

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Ensure the employee is associated to the headquarters location

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If the employee is not in the list,

Go back to the Country enterprise and select “Manage employee(s)”

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Select “Add an employee”

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Complete the Employee required fields and then Save

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Complete the Employee required fields and then Save (continued)

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Complete the Employee required fields and then Save (continued)

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Complete the Employee required fields and then Save (continued)

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ALTERNATIVE WAYS TO ADD EMPLOYEES IN THE PARTNERWORLD PROFILE SYSTEM

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How to send one or more employees an email invitation to register

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How to send one or more employees an email invitation to register (continued)

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How to send one or more employees an email invitation to register (continued)

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How to add multiple employees in one transaction

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Select “Download current employee list”

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Update current employee list

You can also make changes to your employees by using this file and making the updates and then uploading the file

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Sample employee file

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Enter file name with list of employees to upload the file, then select “Update multiple employees”

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How to manage your employees associating themselves to your company via PPS

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How to manage your employees associating themselves to your company via PPS (continued)

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How to manage your employees associating themselves to your company via PPS (continued)

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HOW TO ASSIGN OR CHANGE AN AUTHORIZED PROFILE ADMINISTRATOR

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How to assign or change an Authorized Profile Administrator

• There can be multiple Authorized Profile Administrators at each Location, and the employee(s) in this role at the Main Location/Headquarters Location have this scope of authority for the Country Enterprise. There must be at least one employee assigned to this role for each location.

• If you are not the APA, and are trying to find out who your APA is for your location then please contact PartnerWorld Contact Services.

• If the APA is no longer with your Company and you would like to assign another employee to the APA role:

– If you are the APA of the location:• Select the location• Select the employee you would like to remove the APA role • Select Access Roles• Remove the APA role • Select Save • Then select the employee you would like to assign the APA role • Select Access Roles• Select the APA role• Select Save

– If you are not the APA of the location: • Contact the APA of the location to have them make the changes described above • Contact PartnerWorld Contact Services

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Assigning the Authorized Profile Administrator Role

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BACK-UP CHARTS

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When an Employee Create Transaction is submitted

• When an employee (contact) create transaction is submitted in PPS that change has to be approved similar to the approval of the application to PartnerWorld. A denied party check and other business control checks are done on every employee by PWCS before they are approved and added to PPS.

• In addition, the Authorized Profile Administrator chooses for their Country Enterprise if they want to automatically accept contacts to their company or manual accept. If they choose automatically accept contacts, when PWCS/PWMS approves the employee add change request the employee shall be added to the location. If they choose manual the APA will have to approve the Pending Self Association before the employee is added to the location.

• When the employee is added to PPS, if the Country is a Business Partner Dashboard Deployed Country PPS shall send that employee to MDM to set that employee up in the Business Partner Master Data. MDM shall return to PPS a MDM person number for that employee that PPS shall store in the PPS user interface for that employee.