Setting Up Your New Ecosystem
Setting up your ecosystem includes uploading your members, creating custom attributes, and customizing your profiles so you can begin managing your ecosystem members. It also can include creating member groups and attribute groups, adding more users and managing their access permission, and creating dashboards.
Fight the urge to jump into the platform and take time to plan your implementation out in advance. This means deciding on who will be tracked as a member, which attributes to add and how to categorize them, and creation of a data dictionary or workflow guidance to keep your terminology and attributes clean, comparable, and well organized over time.
Setting Up Your Ecosystem & Uploading Member Data
The PARTNER CPRM User Guide has detailed articles and video tutorials for each major step involved with setting up your initial ecosystem. Check them out for step-by-step instructions walking through the process.
- Adding Users to Your Ecosystem
- Managing User Access Permissions
- Creating Custom Attributes
- Creating Attribute Groups
- Uploading Members by Spreadsheet
- Creating Member Groups
- Customizing Member Profiles
- Viewing Member Profiles
Next Article: Managing Your Ecosystem Members
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