Share important updates with your customers using Partner News Items

Partners can create and publish News Items directly to their customers using the News Item functionality. Users with the Partner Manage permission are able to create and schedule News Items, and users with the Partner View permission will be able to view the News Items management modal. Note that standard end user roles will not see this feature.

What's involved and how do I share news to my customers?

1. Under ‘Admin’, navigate to the ‘News Items’ option. 
    
2. Click on the ‘New’ button.
    

3. Next, complete the required fields, ensuring that the Required Role is defined based on the news item’s intended audience. Leaving this option set to None will send the news item to all customer users under the partner. 
   
   To target specific user groups, select the relevant role, for example, choosing MaintenanceJobManage allows you to send a tailored update to maintainers only. In most cases, however, News Items are intended for all users, so leaving the role as None is appropriate.
    

4. Add an image relevant to the News Item objective, which when clicked on will navigate the user to the optional URL link. The image size should be 900 x 600 px and in a .PNG format. Below is an example of a Digital Matter news item image:
    

5. We recommend unticking the Active checkbox before saving, so you can preview the News Item first. 
    
6. Once ready, tick Active and Save to publish.
    
7. Alternatively, you can schedule a publish date for automatic release.