Community Manager

Community Manager

As a Reseller or Community Administrator, you must first create accounts for customers and spoke companies then connect them to Trading Grid Online, using either a company hierarchy structure (parent/child) or a hub/spoke link.

For companies using a hierarchy structure, you must set up both a parent company and its child company(s).

For hub/spoke companies, such as a retail company (hub) that provides forms to their suppliers (spokes), the hub Community Administrator first sets up the hub company, then invites the spoke companies to connect (see “Invitation Tool” on page 297. When a spoke company registers, it specifies the association to the hub company, thus establishing the hub/spoke link.

This chapter explains how to use Community Manager to set up and connect companies in the system.

Topics include:

“Create company accounts” on page 261

“Add Customer User Accounts” on page 263

“Set Up Trading Relationships” on page 266

“Mailboxes and EDI Addresses” on page 275

“Define the Customer’s Service Contacts” on page 278

“Define Customer Alerts and Options” on page 282

“Enhanced Rules” on page 289

“Resolve Customer Issues” on page 297

“Invitation Tool” on page 297

“On-Boarding and Self-Registration” on page 303

“Pending Registrations” on page 308

16.2 release. Updated October 23, 2016

Trading Grid Online User Guide PDF