Manage Partner Information

Once you have established a connection with a partner in Trading Partner Management, the Partner Management Module enables you to manage the partners efficiently by establishing and tracking agreements, trade relationships, and so on.

The Partner Management module allows (account holder) you to:

• View/Edit partner profile
• View/Edit account profile
• Manage partner contacts
• Establishing and managing agreements
• Creating and managing trade relationships

To view or edit a partner's profile information:

1. On the Partners page, select a partner account from the list.
2. On the Overview tab, click Partner Profile. This overview displays detailed information about the partner profile.
3. Click to update partner information, such as: business details, contact information, primary contact details.
4. Make the required changes, and then click to save your changes.

To view or edit an account profile information:

1. On the Partners page, select a partner account from the list.
2. On the Overview tab, click Account Profile. This overview displays detailed information about your account information that you have shared with the partner.
3. Click to update account profile information, such as: business details, contact information, primary contact details, FHIR administrative contact, FHIR technical contact.
4. Make the required changes, and then click to save your changes.

Role Based Access

This section explains the access and permissions to manage Trading Partner Management based on the user role within an organization. There are three types of user roles in Trading Partner Management:

• Admin Users: These users have administrative access in Smart Trading Cloud.
• Partnership Owners: These users have been assigned as a partnership owner for a partnership.
• Normal Users: These do not have administrative access in Smart Trading Cloud and have not been assigned as a partnership owner for a partnership.