Please visit our new TrackAbout Knowledge Base at https://supportkb.trackabout.com for the most-up-to-date documentation on TrackAbout and TrackAbout Mobile.
Difference between revisions of "Linked Exchange - Setting up Partners"
| Line 1: | Line 1: | ||
| − | '''The following steps are to be completed by a recipient''' | + | '''The following steps are to be completed by a recipient''' . |
| − | . | ||
1. In the Linked Exchange section, select Partner Management. | 1. In the Linked Exchange section, select Partner Management. | ||
| − | 2. Under "I Want To...", choose "Receive Deliveries from a New Partner" | + | 2. Under "I Want To...", choose "Receive Deliveries from a New Partner". This will take you to the Set Up New Partner page.<br> |
[[Image:LinkedExchangePartnerManagement.jpg|Linked Exchange Partner Management]] | [[Image:LinkedExchangePartnerManagement.jpg|Linked Exchange Partner Management]] | ||
| − | 3. On the Set Up New Partner page, fill out a name for the partner, an ownership for assets | + | 3. On the Set Up New Partner page, fill out a name for the partner, an ownership for assets that will be received from this partner, and an email address to which the verificaton email will be sent. |
4. Click save. | 4. Click save. | ||
| Line 14: | Line 13: | ||
[[Image:LinkedExchangeSetupNewSender.jpg|Set Up New Linked Exchange Sender]] | [[Image:LinkedExchangeSetupNewSender.jpg|Set Up New Linked Exchange Sender]] | ||
| − | Once the partner information | + | Once the partner information has been saved, an email will be sent to the email address indicated. The next screen allows you to manage information about this partnership, including: |
*Setting email addresses that will be used when there are problems processing messages | *Setting email addresses that will be used when there are problems processing messages | ||
Revision as of 10:57, 3 April 2009
The following steps are to be completed by a recipient .
1. In the Linked Exchange section, select Partner Management.
2. Under "I Want To...", choose "Receive Deliveries from a New Partner". This will take you to the Set Up New Partner page.
3. On the Set Up New Partner page, fill out a name for the partner, an ownership for assets that will be received from this partner, and an email address to which the verificaton email will be sent.
4. Click save.
Once the partner information has been saved, an email will be sent to the email address indicated. The next screen allows you to manage information about this partnership, including:
- Setting email addresses that will be used when there are problems processing messages
- Setting email addresses that will be used when there are missing mappings.
- Resending partner verification information (before the partnership is verified by the sender)
- Managing partnership name and asset ownership settings.
- Disabling this partnership.
Next: Verifying Partnerships


