The Partner administrator works in a head office and is responsible for administering organisation-specific settings in the Partner management. The user has access to and can edit all the organisation’s partner data.
This role permits the user to create and edit partners, as well as create persons and assign them to partners. Furthermore, the role includes the right to edit organisational settings for the Partner management.
The following objects can be assigned to the Partner administrator user role:
The assignment of partners and persons occurs via the assignment of organisational structures.
Our WINPACCS for Partner administrators webinar provides you with all the knowledge you need for this role.
Users can also gain extensive know-how on setting up interfaces to partner accounting in the Integration of Partner accounting data in WINPACCS workshop.