What is it?
Partner Center now features a streamlined workflow for creating accounts. We've redesigned it from the ground up making it faster, more user-friendly, and optimized to focus on the fields needed for accurate Snapshot Reports.
Take a look to see how easy it is to create an account.
Why is it important?
We found that few partners filled out the entire Business Profile when creating an account. Important fields were placed among complementary fields, and the form had become unwieldy when partners had many products enabled.
By being able to create an account faster, you'll spend less time doing administrative work, allowing you to do more with your workday.
How does it work?
You can access the new account creation workflow by going to Partner Center > Businesses > Accounts, then clicking Create Account. Here, you'll be presented with the new workflow. To start, search for the business you'd like to add.
Click Continue in either the interactive map or in the results list. You'll be brought to the new form. Most of the information should be automatically filled in, but if you use Markets, you will need to choose your market from the list.
At the bottom of the form, you'll see two expandable sections: Full Business Profile and Administration. These are entirely optional sections, but you may wish to complete these for a more complete experience.
Whether you fill in additional information or not, you can click Create Account. This will take you to the Account Details page. Here, you'll see a few new options:
- Create Snapshot Report
- Activate Products or Services
- Add Users to Account
- Create another account
These options had previously existed within the initial account create form. We've moved these out to give you a better indication of what you can do to make the account more successful. It also provides you with next steps in case you're not sure what to do after creating the account.
Who gets it?