Account Management V2
Configure product settings profiles within a workflow as a direct customer or Channel Partner.
Account Management V2 covers how product settings profiles are configured within a workflow, depending on whether you are a direct customer or a Channel Partner managing client accounts.
- Direct Customer — configure a product settings profile at the enrichment step level within a workflow.
- Channel Partner — configure workflows in the management account and control how clients configure product settings.
Updated about 1 month ago
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