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Setting up a partner community

Archived

4 タスク

10 分

表示の対象:All users Applies to: Pega Sales Automation 8.4
初級
英語
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シナリオ

Joel King, a channel manager, wants to create a Q&A community for the partners he manages. Joel want to control who has access to the Q&A community.

Use the following credentials to log in to the exercise system:

Role

Username

Password

Channel manager Joel King

jking

rules

Partner seller Jane Austin

jaustin

rules

Your assignment consists of the following tasks

Task 1: Create a private Q&A space.

Task 2: As the partner seller, request access to the space.

Task 3: Approve access for the partner seller.

Task 4: Confirm that the partner seller can access the space.

チャレンジ ウォークスルー

詳細なタスク

1 Create a private Q&A space

  1. Log in as channel manager Joel King.
  2. Open the Spaces landing page.
  3. Click Create space.
  4. On the Create a new space page, populate the form with the following values:
    1. Name: Q&A
    2. Description: This space is for partner sellers to post queries and get answers.
    3. Space type: Private
  5. Click Done.

2 As the partner seller, request access to the space

  1. Log in as partner seller Jane Austin.
  2. Open the Spaces landing page.
  3. Locate the Q&A space and click on Request access.

3 Approve access for the partner seller

  1. Log in as channel manager Joel King.
  2. Open the Spaces landing page.
  3. Open the Q&A space.
  4. Under Members, click the check mark next to Jane Austin.

4 Confirm that the partner seller can access the space

  1. Log in as partner seller Jane Austin.
  2. Open the Spaces landing page.
  3. Locate and open the Q&A space.


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