Existing Connection Request & Selecting Product Sets Existing Connection Request & Selecting Product Sets

Existing Connection Request & Selecting Product Sets

  • In a Publisher (single line Vendor) has an existingactive Connection with a Subscriber (multi-line agency) and they want to adjust which Product Sets are shared with them they can do so from the Connections page (Active Tab)
  • By clicking the expanded row next to eachSubscriberthe Publisher will see the options to share ‘All Products’ or the listed existing ‘Product Sets’.
  • As a default, All Products are sent
  • Once a selection is made the ‘Save’ button will become active
  • Making changes to the products being shared with a subscriber will wipe the existing shared data from the Subscriber and replace it with the new upon the next ‘Push Live’

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