Record Type Access for the Channel Manager Role

Do not change any of the settings in the record type access for the Channel Manager role unless your company has a requirement to change the settings. However, if your company wants to use partner plans and partner campaigns, then you must configure the record type access shown in the following table for the Channel Manager role.

Table Record Type Access for the Channel Manager Role

Record Type Has Access Can Create Can Read All Records

Partner Campaign

Selected

Selected

Selected

Partner Plan

Selected

Selected

Selected