Channel programme
The channel programme view helps partners manage nested customer and partner relationships.
Before you begin
- Sign in with a partner role that can manage the channel hierarchy.
- Confirm whether you are working at top-level partner, child partner, or customer level.
- Create records only in the correct hierarchy context.
Hierarchy behaviour
- Top-level partners can manage their authorised child organisations.
- Child partners can manage customers within their assigned scope.
- Customer-level users see only their organisation where applicable.
Add Partner/Customer
- Open Partner Portal.
- Confirm the current hierarchy level.
- Select Add Partner/Customer when you are at a partner level and need to create a child partner or customer.
- Select Add Customer when the account is customer-level and permitted to create customer organisations.
- Enter the organisation details and save.
Expected result: the new organisation appears under the selected hierarchy level.
Navigation tips
Use drill-down actions to move through the hierarchy and breadcrumb-style context to return to parent levels. If a customer is missing, confirm the current level before creating a duplicate record.
Tips
- Keep names, prompts, and configuration values specific to the task you are performing.
- Check role, subscription, region, and tenant policy when a feature is not visible.
Troubleshooting
| Issue | What to check |
|---|---|
| Add action is missing | Confirm your role and whether the selected hierarchy level permits child organisations. |
| Customer appears in the wrong place | Review the parent organisation selected when the record was created. |
| User cannot drill down | Confirm partner scope and ask the user to sign out and back in after a recent role change. |