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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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, where:
How 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, if Data Sync is turned off, the Allow Downstream to Edit Synced Settings option will not be shown.
*Check later: NonThere are two scenarios listed below.
Non-Exclusive partnership always gives the downstream organizations the option to edit any synced settings.
Since non-Exclusive partnership always give gives the downstream organizations the option to edit any synced settings (i will check the table to verify), the Allow Downstream to Edit Synced Settings does not show despite turning on Data Sync if the partnership is non-exclusive.
The option to turn Allow Downstream to Edit Synced Settings on or off thus require both Data Sync and the Exclusive partnership to be turned on as a pre-requisite.
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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Project Phase Settings: Equipment Settings, Adders, Default Costs, and Estimated Installation Dates
Usage Phase Settings: Persona Inventory and Utility Rate Escalation
Proposal Settings: Expiration Dates, Comparable Values, and Proposal Email
Note: The Proposal Templates are not included in the Data Sync’s features, as we already allow upstream organizations to share their templates with all downstream organizations.
Organization Settings: Organization Logo and Licences (note that this is only applicable to new organization invites).
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?
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