Making Services Available for Connected Partners

Once you have connected a partner in Partner Connect, the relationship becomes active. You can define which services from that partner are available to your customer.

There are two ways to do this, depending on how you want to manage service availability.

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Option 1: Assign Services via the Customer View

This approach is useful when you want to manage availability from the perspective of a specific customer or partner.

As soon as a partner connection is active, the partner and their customer context automatically appear in your customer list. You can treat them like any other customer in your setup.

From there, you simply open the customer, go into their detail view, and switch to the Offers tab. In this area, you can directly assign services that should be available for this specific customer.

This gives you very explicit control. You decide on a per-customer basis which services are visible and usable.

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Option 2: Control Availability via the Service Portfolio

The second approach works from the service side and is usually the more scalable one.

Instead of starting from a customer, you define availability while creating or editing an offer inside the service itself.

In the service or product details, you go to Offers and create a new offer. By default, offers are published to all direct customers. To limit this, you disable the option to publish for all direct customers.

Once disabled, you can explicitly select:

• a connected partner
• or specific customers of that partner

This allows you to precisely control who gets access to the offer without managing each customer individually.