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Intro to Partner Holding Account

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This brief video provides an overview and covers the roles, best practices, and how to request and manage a partner holding account.

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For "holding account"

Play video 17 Smart Account Administration - Partner Holding Accounts

17 Smart Account Administration - Partner Holding Accounts

This is the seventeenth video in the Smart Account learning series. This video describes some features specific for Partner Holding Accounts.

1:59
Play video 03 Request a Partner Holding Account

03 Request a Partner Holding Account

This is the third video in the Smart Account learning series. This video explains all the required steps to request a Partner Holding Account

2:01
Play video Assign Smart Account to Order

Assign Smart Account to Order

This brief video shows how to assign a customer Smart Account/Partner Holding Account and add licenses while placing a new order.

2:31
Play video Create Partner Holding Account

Create Partner Holding Account

This brief video shows how to create a partner holding account.

3:05
Play video How can I remove a Smart Account hold from an order?

How can I remove a Smart Account hold from an order?

Remove a Smart Account hold from an order

1:50

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