To enable trading partners to use B2B Partners Portal and to customize the portal, perform tasks in Administrator and in B2B Partners Portal.
In Administrator, set up partner users and roles. In B2B Partners Portal, set up partners for portal access.
You can customize B2B Partners Portal so that your organization name and logo appear on the portal. You customize the portal appearance in B2B Partners Portal.
Step 1. Set up partner users and roles in Administrator
To perform the required tasks in Administrator, log in with a user that has a user role with the following privileges:
Service
Privileges
Administrator
Read privilege for the Privilege, Role, and User assets
B2B Partners Portal
Portal Setup feature privilege
Perform the following tasks:
1Create a custom role for partner users. Assign the role only the Partners Portal feature privilege in the B2B Partners Portal service.
2Create an Informatica Intelligent Cloud Services user for each user in the partner company, and assign each user the partner users custom role.
For more information, see the Administrator help.
Step 2. Set up B2B Partners Portal partners
Set up partners and partner users that can access and use B2B Partners Portal.
To set up portal partners, log in to the portal with a user that has the Admin user role. Perform the following tasks for each partner:
1Add the partner to the portal
2Assign portal users to the partner.
For more information, see the B2B Partners Portal help.
Step 3. Customize B2B Partners Portal
Customize B2B Partners Portal so that your organization name, logo, or both appear on the portal.
To customize the portal, log in to the portal with a user that has the Admin user role. You can perform the following tasks:
•Customize the portal name.
•Customize the portal logo.
For more information, see the B2B Partners Portal help.