Administration
Managing Partners

Managing Partners

The Manage Partners section allows you to manage different types of partners that will receive the output, such as printers, digital agencies or design agencies.

To start working with partners, select My Account followed by Manage Partners.

Note: To access the Manage Partners section, you need to have the Manage Partners permission in your role.

If this is the first time you have accessed Brandgility, there will not be any partners to view. To create a new partner, click the Add a New Partner button. The New Partner window opens, as is partially shown below:

  1. Enter the Name and Code (to identify the new partner).

  2. From the Type drop-down list, select the type of partner:

    • Mandatory Order Archive For more details on archiving, see Archiving Output Files.

    • Printer Provider

    • Print Brief Agency

    • Digital Brief Agency

    • Digital Provider

  3. Enter the Location that the new partner supports.

Note: A user can only utilize a partner that supports the same location as themselves, as set on their user profile.

  1. Optionally, enter the details in the Contacts section of the menu. Click Add Contact, then enter the First Name, Last Name and Email (required). If you do not have any Partner user roles defined, then these contacts will just receive an email notification when an order is placed for the Partner. If you do have Partner user roles defined (and have Direct login enabled), then adding a new contact will automatically associate the user with the Partner User role and a user account will be created for the user. They will receive an invitation email, to allow them to log in to the system to view the Partner Portal. For more details on roles and on changing login settings, see Managing Roles and Allowing Email Login.

Note: In order to use the Partner Portal, a Partner user needs to have the Manage Fulfilment Jobs and Can Manage Printer Orders permissions.

  1. In the Delivery section, choose the appropriate delivery method from the available list:

Note: For help with the configuration of a delivery method, refer to the partner specific interface documentation, or contact Elateral and/or your technical support team.

  • Via Azure API Enter valid Azure account details:

  • Via Email Enter a valid email address:

  • Via Google Drive Enter a valid email address, private key and folder ID:

  • Via HTTP API Enter a valid API endpoint path (Endpoint), request method (Request Type) and header information (Headers):

  • Via SFTP Server Enter the SFTP server details, such as the host name and port number:

Note: The Partner will receive the finished output file for the ordered template/item and an order summary file. This is either an XLS or XML format, depending on the delivery mechanism. There is an XML definition for orders that are not delivered by email. This definition is automatically provided in the Printer Order Format Template field - once the other partner details and the delivery method configuration are saved. You can provide your own XML definition for this summary file should you wish to use an alternative layout of the data provided.

  1. In the Attributes section, select any additional attributes a user must complete when placing an order.

    • Next to Attributes, select }.

A list of all available attributes appears.

  • On the list, tick the checkboxes for the attributes you want to add.

  • In the top of the window, select }.

The list of attributes added to the partner is updated.

  • Tick the Mandatory checkbox to define an attribute as mandatory.

  • If Selection Type is available, choose Single or Multi.

  • Tick the Read Only checkbox to restrict users from changing the

    attribute.

Note: This Read only setting will hide the partner attribute from the user when an order is being created. However, the attribute will be available to the partner to update via the partner API, used to update the user on the status of an order, following submission.

  • Tick the Include the Order Summary checkbox to include the attribute in order summary of the order.

  • Select .

Note: When you remove an attribute from a partner, the attribute and its values will be hidden in the order history.

SFTP Partners

Note: When you add or update information for an SFTP partner, the following message will be displayed: A picture containing shape Description automatically generated

Before an SFTP partner can be used, the above information must be sent to Elateral support to request that the appropriate port is opened/made available.

In the support request, include the following information:

  • Site URL

  • Your name

  • Your email address

  • SFTP server host address

  • SFTP server IP address

  • SFTP server port

Managing SSOManaging Brief Requests