About Provider Settings

Administrative Permission Required

You must have the Administrator role to access the ZiftONE Settings. For more information, contact your supplier's point of contact.

Overview

Suppliers and partners can use the skills of marketing providers even when the supplier does not use Campaign Marketplace or Funds Management. For example, partners might need website development, content creation or general assistance with their marketing activities. Suppliers define providers in ZiftONE and agree what services they make available to partners in the portal. Partners can order services from the provider from their portal. For more information, see Finding and Accessing Provider Services.

If a partner's selected a provider, they can grant the provider full or limited access to their portal account so they can manage marketing tasks such as campaigns and activities on the partner's behalf. 

Users with the Administrator role can access the Settings > Providers page in the partner portal to manage providers' access.

Contents

Click on the + to expand the section for more information.

Providers With Full Account Access

This level of access allows providers to navigate the portal accounts of the partners that have granted them the permission. The provider has access to all functionalities of the account, as if they were a defined user. The provider can make changes in the account as if they were the partner.

A provider with Full Access can:

• Access all tabs in the portal - Campaigns, Social Media, Collateral, Contacts, Analytics, and Settings, etc.
• View lists of partners that they work with and the level of access granted.
• View, sort, and filter by the supplier.
• Search for partners.
• View, sort, and filter by provider access level.
• Use a combination of the provider's and the partner's contacts for campaign execution.
• Receive a notification that a partner has selected the provider.

Full access does not include access to manage other providers on behalf of the partner.

Full access can only be granted to a single provider at any given time.

Providers with On Behalf Of (Limited) Access 

This level of access allows the provider to create and execute a specific campaign or activity on behalf of the partner. The provider logs into their own portal account and sees the areas assigned to them by the partner. The provider can then move to the partner's account to manage the campaign on their behalf. The provider can use their own contacts and lists without exposing the details to the partner. Providers can also use partner-provided contact lists without having access to the individual contacts in the list. All leads generated by the campaign will be shared with the partner, regardless of the source.

A provider with limited/On Behalf Of Access (OBO) can:

• View, sort, and filter by the supplier.
• Search for partners.
• View, sort, and filter by providers access level.
• Use a combination of the provider's and partner's contacts for campaign execution.
• Receive a notification that a partner has selected the provider.

This permission can be given to multiple providers concurrently.

You, as the partner, can do the following in the Providers page:

• Search the list of available providers to locate a provider. 
• Select a provider to see its full profile: provider name, logo, address, description, and suppliers that provider is approved to work with.

Grant a Provider Access to your Portal Account

Once you have selected a provider to perform work for you, your administrator may either designate it as your provider of record by granting it Full Access to your account, or give it On Behalf Of access to perform a specific activity on your behalf.

1. Navigate to Settings > Providers.
2. Choose the partner for which you want to set access rights in Available Providers.
3. From the Action column, click  .
4. From the drop down menu, select either Grant Full Account Access or Grant On Behalf of Access.

   If you already have a provider with Full Access, the Grant Full Account Access option isn't available for selection. You can only grant one provider Full Account Access to your account. You can have multiple providers with On Behalf Of Access.

   

5. In the Provider Permission window, click Continue to confirm that you want to proceed with the update.
6. When a provider's permission is changed by a partner, a notification is sent to the provider. Partner Access Modified notifications are sent when any of these permission changes are made for a provider:
   • On Behalf Of Access granted. 
   • Full Account Access granted.
   • Upgraded from On Behalf Of Access to Full Account Access.
   • Downgraded from Full Account Access to On Behalf Access.
   • Permission revoked.

Downgrade/Remove a Provider's Access to your Portal Account

If you have given a provider access to your portal account, your administrator can revoke that permission. They can also change a provider's permission so they can only access specified activities, if they currently have Full Account Access to your account.

1. Navigate to Settings > Providers.
2. Choose the partner for which you want to update access rights in My Providers.
3. From the Action column, click  .
4. From the drop down menu, select Remove Access to prevent them from accessing your account.

   If they are currently a Full Account Access provider, you can choose Change to On Behalf Of Access to downgrade their permission.

   

5. In the Provider Permission window, select Continue to confirm that you want to proceed with the update.
6. A notification is sent to the provider to confirm the change in their access to the your account.

 Training

Related Topics

• About Providers
• About Quote Requests
• About Orders