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Partner Organization Setup Documentation

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edited May 14, 2021 10:02AM in Configure Price Quote 7 comments

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We are using Partner Organizations in our implementation. I have noticed many issues:

1. Host company admin cannot assign Partner User to Groups. Partner Admin does not see the admin screen so he cannot assign either.

2. Quotes will be sent to Host company Users for approval. It is not working.

When we trigger approval with Host-company user, it works fine.
When we trigger approval with Partner-company user, it gives error: User not found with login name.

3. I want to populate Partner Info on quote using Autofill. I don't see any option for that.

 

Bigmachines HELP does not tell much about Partner Organizations. Do we have any other documentation? Do you have any solution for (2) above ?

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