When setting up a new user in C3, the first step is creating the partner account to which that user will be associated (i.e. GTJR Telecom). Once the partner account has been set up, you can add the new user as a contact on that partner account (i.e. Greg Trent). You can also add a new user to an existing partner account by creating a new Contact record for that person. You will need to do this when you hire new employees that need access to C3.
After the partner account and user contact have been created, the next thing you need to do is let us know that person needs access to C3. Create a Sales Support Request (SSR) from the Partner Account that has the new user. You will want to select Access Request as the Request Type and Create Access for User(s) as the Request Category. Adding the person’s name in the Description field is helpful as well. Once you have done that, click Save and then you will need to attached the completed ‘User Template IDM’ Excel file to the SSR.
Once we receive this information we will begin the process of getting the user account created with our Network Security group. This process can take as many as three to five business days for Network Security to complete. Unfortunately, this part of the process is completely out of our control, so please plan accordingly.
While the new user account is being created, please make sure the person gets trained on how to use C3. All new users must complete the C3 Certification test prior to getting user credentials (unless you are requesting Read Only access). We offer monthly training sessions Monday – Wednesday to help prepare users for this certification test. Once the new user is ready to take the test, they should reach out to Jeff Armstrong and Caron Hay to get a link to the test. Once the user completes and passes the test with a score of 70% or better, we will issue their C3 credentials.
Please refer to the job aid found in the C3 Library named ‘19 Manage Partner Accounts and Requesting Access for Users’ for more detailed instructions on setting up new partner accounts and users in C3. You can also attend our monthly C3 Administration call we hold on Thursdays the same week we do the other C3 training at 3PM EST (click here to find details).
