Great news for all channel managers! It is now easier to sync various Settings with downstream organizations. To name a few, channel managers can now sync equipment and usage settings. This feature would help ensure that channel managers can equip downstream organizations with the settings they would need to create jobs that comply with the channel manager’s criteria.
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The Partnerships page under the Organization settings brings a lot of flexibility in configuring permissions at a manager level. On this page, you’ll see the three flags that will determine how data will be synced with the partner org. These are:
Is the partnership Exclusive?
Is Data Sync enabled? and,
Is Allow Downstream to Edit Synced Settings enabled?
You’ll find these three flags after clicking on the Edit button beside Partnership Details. Here’s how it would look like on the platform:
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** [incorrect info, revise]As you may see on the screenshot above, all flags are checked. It is worth noting that the flags are closely related in a prerequisite-like manner, where:
To turn on Data Sync, a Partnership must be ExclusiveHow a Data Sync would work would depend on the organization’s partnership: is it Exclusive?
To turn on Allow Downstream to Edit Synced Settings, Data Sync must be enabled. (Meaning, in some cases, if Data Sync is turned off, the Allow Downstream to Edit Synced Settings option will not be shown.
*Check later: Non-Exclusive partnership always give the downstream organizations the option to edit any synced settings (i will check the table to verify)
How the sync will behave will then entirely depend on whether a channel manager allows its downstream organizations to Edit Synced Settings or not, as well as if a partnership is Exclusive or not. For the purpose of this article, we will refer to Data Sync settings that do not allow a downstream organization to edit synced settings as strict relationships, while we’ll refer to the other as flexible relationships.
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Note: The following Settings will not be affected by the data sync feature:
Integrations and Integration Settings,
Feature Settings,
Financing Product Settings,
Operations Workflows,
Qualifications,
User Settings/Notifications.
How can I predict how Settings will be synced?
Talk about how different Settings sync would be with varying flag variations (strict relationship (allow edit, don’t allow to edit); thinking if I should put this in a table.
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