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Provide Partners Access to Partnership Details on Their Site

Admins can provide partners access to a loyalty program’s Experience Cloud site so that partners can view their partnership details. Partners can view their transaction journals, partner ledgers, partner currencies, joint promotions, and products. Prepaid partners can also view the prepaid packs that they purchased.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced
User Permissions Needed
To view the Promotion Eligibility component: System Administrator

Partners can access the partnership details on your loyalty program site only if the Contact record related to the partner’s account is given the permission to view the site. Use the Experience Cloud sharing sets that Loyalty Management provides to let the Contact record view the partnership details and related records. Partners can’t view the details of the members who are part of the loyalty program, though.

If you have person account enabled in your org, you can provide the person account associated with the partner permission to view the site.

  1. Set up and relate your loyalty program to an Experience Cloud site, if not done already:
    1. Enable Digital Experiences for your org.
    2. Create an Experience Cloud site for your loyalty program.
    3. Associate the loyalty program with the site.
    4. Provide partners with external profiles access to the site by enabling Allow using standard external profiles for self-registration, user creation, and login.
  2. Go to the Contact or Person Account record related to the partner’s Account record.
  3. Select Dropdown, and then select Enable Customer User.
  4. Assign the user an Experience Cloud profile, such as Customer Community Plus User, so that the partner can access the site.
  5. Go to the Workspace of your site.
  6. Click Administration | Members.
  7. Move the profile that you selected for the partner’s user to the Selected Profiles list.
  8. Save your changes.

To check whether the partner can view the site, go to the Contact or Person Account record related to the partner’s account, click Dropdown, and then select Log In to Experience as User.

You see the site as seen by the partner.

See Also