Partner Sites - Revision history

Cody Gallagher at 21:09, 27 March 2020

2020-03-27T21:09:27Z

Cody Gallagher at 20:28, 27 March 2020

2020-03-27T20:28:27Z

Cody Gallagher: /* Remote Access */

2020-01-28T19:07:14Z

‎Remote Access

Cody Gallagher: /* Remote Access */

2020-01-28T19:03:53Z

‎Remote Access

Cody Gallagher: /* Remote Access */

2020-01-28T19:02:52Z

‎Remote Access

Cody Gallagher: /* Remote Access */

2020-01-28T19:01:36Z

‎Remote Access

Cody Gallagher at 19:00, 28 January 2020

2020-01-28T19:00:55Z

Cody Gallagher: Created page with "''The Partner Setup allows defining a Partner and the well or wells associated with that partner.'' Reports to be sent to that Partner either daily or monthly, may be selecte..."

2020-01-28T18:47:07Z

Created page with "''The Partner Setup allows defining a Partner and the well or wells associated with that partner.'' Reports to be sent to that Partner either daily or monthly, may be selecte..."

New page

''The Partner Setup allows defining a Partner and the well or wells associated with that partner.''

Reports to be sent to that Partner either daily or monthly, may be selected as a Task or done manually.

Partner Sites must be completed before the associated Monthly Partner Report can be created.

Companies must also exist in the Address Book before starting the Partner Site process.

Clicking on Tools > Partner Sites opens the panel below.

[[File:Tools -Partner Sites.png|border|700px]]

Click Add opens the Address Book.

Highlighting the company in the left panel shows the sites where that company is a partner.

Clicking Add to add a company displays the Address Book. As a short cut to finding a company, type the first few letters of the company in the Filter Visible items box. If that company exist in the Address Book, it will be displayed.

Double click the highlighted company to add the Company to the Partner list.

Next in the right panel, select with wells or sites associated with that company.

Highlighting then using the Clear Button will remove those sites from the partner list.

← Older revision		Revision as of 21:09, 27 March 2020
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	For more information on how the partner will operate on their side see [[Partner Portal]].		For more information on how the partner will operate on their side see [[Partner Portal]].
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		+	Copyright © {{CURRENTYEAR}} by PRAMS Plus LLC. All Rights Reserved.

← Older revision		Revision as of 20:28, 27 March 2020
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	''The Partner Setup allows defining a Partner and the well or wells associated with that partner.''		''The Partner Setup allows defining a Partner and the well or wells associated with that partner.''
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		+	◄ [[Tools]]

	Reports to be sent to that Partner either daily or monthly, may be selected as a Task or done manually.		Reports to be sent to that Partner either daily or monthly, may be selected as a Task or done manually.

← Older revision		Revision as of 19:07, 28 January 2020
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	The partner can now go to [https://partner.pramsplus.com partner.pramsplus.com] and use the credentials provided to view data.		The partner can now go to [https://partner.pramsplus.com partner.pramsplus.com] and use the credentials provided to view data.
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		+	The Domain name is the same as the EDI Name and was given initially when Prams was set up. If you need this info you can call Prams at 303-904-6855 and a representative will get info for you.

	For more information on how the partner will operate on their side see [[Partner Portal]].		For more information on how the partner will operate on their side see [[Partner Portal]].

@@ Line 36: / Line 36: @@
 Here you can modify the Daily or Monthly options available to the partner when they log in.
-The partner can now go to [partner.pramsplus.com] and use the credentials provided to view data.
+The partner can now go to [https://partner.pramsplus.com partner.pramsplus.com] and use the credentials provided to view data.
 For more information on how the partner will operate on their side see [[Partner Portal]].

@@ Line 36: / Line 36: @@
 Here you can modify the Daily or Monthly options available to the partner when they log in.
-The partner can now go to partner.pramsplus.com and use the credentials provided to view data.
+The partner can now go to [partner.pramsplus.com] and use the credentials provided to view data.
 For more information on how the partner will operate on their side see [[Partner Portal]].

← Older revision		Revision as of 19:01, 28 January 2020
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	Here you can modify the Daily or Monthly options available to the partner when they log in.		Here you can modify the Daily or Monthly options available to the partner when they log in.
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		+	The partner can now go to partner.pramsplus.com and use the credentials provided to view data.

	For more information on how the partner will operate on their side see [[Partner Portal]].		For more information on how the partner will operate on their side see [[Partner Portal]].

← Older revision		Revision as of 19:00, 28 January 2020
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	Highlighting then using the Clear Button will remove those sites from the partner list.		Highlighting then using the Clear Button will remove those sites from the partner list.
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		+	===<u>'''Remote Access'''</u>===
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		+	Setting up remote access allows the partner to use the Partner Portal and view their data via the web.
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		+	By selecting a partner that has been created using the steps above, select 'Enable' then select 'Edit Credentials' and the following setup menu will appear:
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		+	[[File:Tools - Partner Sites Login.png\|border\|200px]]
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		+	Start by setting the partner up with a username and a strong password. This can be changed later if need be.
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		+	Here you can modify the Daily or Monthly options available to the partner when they log in.
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		+	For more information on how the partner will operate on their side see [[Partner Portal]].