Channel Partners

Partner Channel Users - Multi-Instance Login
With the introduction of the Multi-Instance Switching feature, Partner Channel Users will be able to switch between ...
08:43
Multi-Instance Switching
Multi-Instance Switching enables Users who oversee multiple R365 instances the ability to switch between them using ...
14:58
Multi-Instance Nicknames
Channel Partner Users have the ability to create nicknames for the instances that they oversee. These nicknames can ...
12:47
Client Record
Client records and Client options are only available to Partner Channel Users who are managing multiple Client insta...
12:49
R365 Custom Financial Reports Writer: Sharing Across Instances
The R365 Financial Report Writer enables Users to share their created Report Templates and Report Packages across th...
10:17
Financial Dashboard: Sharing Saved Views Across Instances
This article is part of Financial Dashboards. Learn more about Customizing Financial Dashboards here.  Users tha...
09:24
MFA: Across Instances
This article reviews MFA configurations for Multi-Instance organizations.  For Multi-Instance organizations, MFA...
16:34
Custom User Roles: Sharing Across Instances
This article reviews sharing Custom User Roles across Instances for Multi-Instance organizations.  On the User R...
09:14