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.
We know that you may have a lot of questions. In this article, we’ll talk about where this feature can be found, how it can be used, and show screenshots to help you visualize how it would work for particular scenarios.
How do I get started?
To get started, head over to Organization Settings and open the Partnerships tab.
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:
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? There 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 gives the downstream organizations the option to edit any synced settings, 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.
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. Depending on which of the 3 flags are turned on, the data sync wo
What kind of Settings can I sync?
At the moment, the Data Sync feature allows you to sync the following Settings:
Project Phase Settings: Equipment Settings, Adders, Default Costs, and Estimated Installation Dates
Usage Phase Settings: Persona Inventory and Utility Rate Escalation
Organization Settings: Organization Logo and Licences (note that this is only applicable to new organization invites).
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.
Also, 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.
To put simply, turning the Data sync feature will not affect these Settings in any way for both the channel managers and their channel partners.
How can I predict how Settings will be synced?
The flags shown above is a good introduction to how the Data Sync will behave. Now, we will give example scenarios and help you understand how pre-determined
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.
RANDOM THOUGHTS, VERIFY ON ENGINE:
All INEXCLUSIVE relationships will sync/match for newly added orgs, and be Union or NA for all other changes.
All exclusive FLEXIBLE relationships will sync/match for newly added orgs, and be union or NA for all other changes
All exclusive STRICT relationships will sync/match for all cases EXCEPT FOR: data added post partnership [???] will verify
actions/changes:
newly invited org
new partnership with an EXISTING org
data added post partnership
data UPDATED post partnership
Give examples with screenshots