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Working with your list of Partners

The CIC Cockpit provides you with a list of your Partners. Partners are added to this list the very first time they are included in a message processed by the CIC Console. The list is updated dynamically. The information displayed on the list includes each partner’s name, ID, and the users who have access to the partner.  

To display the list, go to Network > Partners.

You can update a partner’s name, update the list of users who have access to a given partner's data, and add a partner. When you select a single partner, both the Update Trading Partner Name and Update Trading Partner Permissions buttons are enabled. When you select more than one partner, only the Update Trading Partner Permissions button is enabled. When no partners are selected, the Add Partner button is displayed and enabled.

Update a Partner Name

  1. Select a single partner.
  2. Click the Update Trading Partner Name button mceclip0.png to display the Rename dialog box.

  3. Enter a new value in the Partner Name field and click Rename.

Update the List of Users with Permissions

  1. Select one or more partners.
  2. Click the Update Trading Partner Permissions button mceclip0.png to display the Edit Access dialog box.

  3. Select or clear a check box to toggle access to this partner for that user.

    For a given user, the Activity page and the Messages page will display data from only the partners to which they have access.

Add a Partner

Typically, a partner is created in CIC when the first message to or from the partner flows through CIC. However, you can explicitly add a partner from the Network > Partner page.  By default, Admin users are granted access to all partners added in this way. In addition, users can be invited to access a new partner with either a partner user or a normal user role. See Inviting Users.

  1. Click the Add Partner button to display the New Partner page.
  2. Enter values for the Partner Name and Partner ID.
    The value you enter for Partner ID must be unique across all partners of the current tenant. CIC will throw an error if you try to enter an existing partner ID. 
    You can use the following special characters in the Partner ID field: - = > < . : ! @
    Using other special characters will display an error message.
  3. Click Save.
    The new partner is added to the Partners page.
    Here, users can edit the partner's name and manage permissions for users to access this partner. Also, 

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