Product Configuration

As a Channel Partner administrator, you configure enrichment steps and product settings for client accounts from Settings > Product Configuration in the sidebar. The configuration options available depend on whether the account operates as a standalone or managed account, and on the client's tier.

Product settings work the same way for Channel Partners, their client accounts, and direct customers. For the full guide — including how to manage global and local product settings profiles across management and client accounts — see the Channel Partner page under Account Management V2 on the Product Settings page.

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Before you configure a client's products:
Switch into the client's account first — or configure from your management account if you want settings to inherit across clients. Centrally Managed clients have view-only access; the Channel Partner must make all changes.