? Overview:
In this lesson, you’ll learn how to access and manage general channel settings; which includes ownership percentage, your channel description, and accessing your historical changes.
? Step-by-Step Guide
Refer to your settings (top right) and go to 'Manage Channels'.
Once there, expand the channel card you'd like to view or modify by selecting the arrow (top right) of the card.
To edit each setting, select the pencil to the right. Click the check icon to 'Save' for each.
Follow the image and descriptions below for details on the highlighted General Channel Settings:
1️⃣ Ownership Percentage Settings
- Set at 10% by default
- Update your ownership threshold to match your business requirement.
- Example: If set at 10%, all individual owners with 10% or more ownership are required to verify themselves. Once all owners with 10% or more have verified, an application can be submitted to your organization.
- Note: Owners only need to verify one time. If the client has applied to other partners in the past, this has likely already been completed and they will not be requested to verify again.
2️⃣ Channel Description
- Add a business channel description for free advertising.
- This description appears in the Solution Center under the Apply tab, promoting your channel offerings.
- Description allows 250 characters.
✅PRO TIP: Refer to your 'Solution Center' settings 'Apply Now' tab to preview your channel description as it will present to prospective clients.
3️⃣ Channel History
- An audit log of all historical changes made to all areas within the 'Manage Channels' card (above)