Overview
Overview
The Business Partner section in OneEnterprise serves as the central platform for overseeing external organizations and service providers with whom you collaborate. Within OneEnterprise, a Business Partner is defined as any individual or organization that engages with you on a business-to-business (B2B) basis. Parties registering with OneEnterprise are automatically classified as Business Partners. This section enables you to develop and sustain a comprehensive understanding of each partner relationship — including contact details, addresses, and shared integrations and projects. Maintaining accurate and current partner information ensures that your automations, connectors, and workflows consistently direct data to the appropriate destinations and personnel.
It offers a dashboard view for searching, filtering, and tracking partner statuses, along with detailed partner profiles that include addresses, communication details, and contacts. Users can add, update, and maintain partner information; manage partnerships with customers and other organizations; and support laptop users who need offline access by configuring on-premises agents.
Each area has a dedicated Knowledge Base article with step-by-step instructions. Use this article as your starting point, then follow the links in the Related topics section for detailed guidance.
At a Glance
The table below summarises the six areas in the Business Partner section that you can utilize as needed.
|
Area |
Purpose |
Key capabilities |
|
Dashboard |
Central view of all business partner cards and their status. |
Search, filter, access partner profiles, and add customers |
|
View BP details |
Detailed profile of a business partner with four information widgets. |
View address, communication, contacts, and partner status |
|
Add BP details |
Enrich a partner profile with additional information and contacts. |
Add address, add communication, and invite contacts. |
|
Modify BP details |
Keep partner profile information accurate and up to date. |
Edit core info, logo, addresses, and communication |
|
Partnership |
Establish and manage formal relationships with partners and customers. |
Send a partnership offer, become a partner, or become a customer. |
|
Laptop users |
Configure contacts for offline, on-premise operation. |
View, add, and remove laptop users |
Business Partner Dashboard
The Business Partner Dashboard is the entry point to the Business Partner section. It presents each of your business partners as a card (tile), giving you a consolidated view of all partner relationships from a single screen.
What the Dashboard Shows
Each business partner card displays the partner's logo, name, business subtype, and status level. The status level reflects the partner's subscription tier — Platinum, Gold, Silver, or Bronze Partner — and gives you a quick signal of the relationship's engagement level. The card also shows the partner's website, the number of associated contacts, and the number of contacts configured as laptop (offline) users.
What you can do from the Dashboard
The Dashboard provides several ways to navigate and act on partner information without opening individual records. From the card's context menu, you can edit the partner's profile, invite a new contact, mark the partner as a favorite, or delete the record. Favorite cards appear at the top of the list, making it faster to access the partners you work with most.
The action area at the top of the screen provides a search bar to locate a partner by name, and a filter to narrow the list by partner type or activation status. When you need to extend your partner network, the Add Customer button in the action area starts the workflow to send a partnership offer.
Why the Dashboard Matters
When you manage relationships with multiple business partners, the Dashboard prevents you from having to navigate into each record individually. You can spot status changes, identify which partners have incomplete profiles, and initiate actions directly from the card view — keeping your partner management efficient as your network grows.
View Business Partner Details
Clicking a Business Partner card opens the details screen, which gives you a structured view of everything OneEnterprise knows about that partner. The information is organized into four widgets that you can arrange, add, or remove to suit your preferred way of reviewing partner data.
What the details screen shows
The Business Partner widget presents the partner's profile at a glance — logo, name, description, website, and their current partner status, such as Client, Service Partner, or Integration Partner. This context helps you quickly identify the nature of the relationship before reviewing the operational details.
The Address widget shows the partner's registered addresses. A partner can have multiple address types — Business, Billing, Shipping, and others — with one designated as the default. The Communication widget similarly shows the partner's contact methods, including email, phone, mobile, and fax, with a default record displayed first. Both widgets support a drop-down to switch between available records.
The Contact widget lists all the individuals associated with this business partner. Each entry shows the person's name, role, and avatar. Clicking a contact takes you directly to that contact's detail record in the Contacts module.
Why is this view needed?
Integration workflows require accurate, structured partner data. When an automation processes a transaction for a specific partner, it needs to know which address to use for a shipment, which communication channel to use for an alert, or which contact to notify when something fails. The details screen is where that information lives and where you verify it is correct before your integrations go live.
Add BP Details
A business partner profile becomes most useful when it is complete. The Add BP details area lets you build out a partner's record by adding physical addresses, communication channels, and contacts — ensuring that the partner's profile contains the information your integrations and teams need.
Adding Addresses and Communication Records
You can add multiple addresses to a business partner — for example, separate records for billing, shipping, and the primary business location — and designate one as the default. The same applies to communication records: you can maintain separate entries for different purposes, such as a business line and an assistance channel, with a default selected for general use.
Having multiple addresses and communication records allows your automations to use the correct contact information based on context. A billing automation can reference the billing address, while a logistics workflow uses the shipping address, all from the same partner profile.
Inviting Contacts
Contacts represent the people involved in your business relationship with a partner. Using the Invite Contact feature, you can add a new person to your partner's network by sending them an email invitation to join OneEnterprise. Once they accept, they appear in your Contacts list and can be assigned to projects.
Keeping your contact list current ensures that your team knows who to reach at each partner organization and that your automations and notifications are directed to the right individuals.
Modify BP Details
Business relationships evolve — organizations change their names, update their branding, move to new locations, or change their contact information. The Modify BP details area provides tools to keep your partner profiles accurate as changes occur.
What you can modify
You can update a business partner's core profile — their display name, website, and description — to reflect the most current information about the organization. The logo section lets you upload and manage both a full-size and a small (thumbnail) logo for the partner, which appears on their card and throughout the platform.
For addresses, you can update any field on an existing record, change which address is set as the default, or remove addresses that are no longer in use. The same applies to communication records: you can edit individual entries, reassign the default, or delete outdated channels.
Why Does Keeping Details Current Matter
Stale partner data directly affects integration quality. If an address on file is incorrect, shipment notifications go to the wrong location. If a communication record is out of date, automated alerts fail to reach the right person. Maintaining accurate partner profiles is not just administrative hygiene — it is a prerequisite for reliable integrations.
Partnership
The Partnership area manages the formal relationship structures between your organization and others in the OneEnterprise ecosystem. It provides three distinct capabilities: sending a partnership offer to a customer, registering your organization as a partner, and registering as a customer.
Send a Partnership Offer to a Customer
When you want to bring a customer into your integration ecosystem, you use the Add Customer workflow to send them a formal partnership offer. This initiates the process of establishing a business relationship within OneEnterprise, allowing the customer to connect their systems and participate in the integrations you configure together.
This is how new external relationships begin in OneEnterprise. Rather than connecting systems informally, the partnership offer creates a structured, traceable record of the relationship from the outset.
Become a Partner
When another organization invites you to join its network as a partner, you can accept the invitation through the Become a Partner option. This establishes a partner-level relationship and grants your organization access to the shared integration workflows and resources made available by the inviting organization to partners.
Become a Customer
If you have received a partnership offer and want to establish a customer-level relationship with the inviting organization, you use the Become a Customer option. This registers your organization as a customer in their OneEnterprise environment, enabling data exchange and collaboration within the defined scope of the customer relationship.
Why Partnership Management Matters
Integration platforms connect multiple organizations, not just systems. Managing the formal roles — who is a partner, who is a customer, and what was agreed — gives every integration a clear business context. It also provides an audit trail of relationship establishment that is important for governance, compliance, and troubleshooting.
Laptop Users
Laptop users are contacts in your business partner network who are configured to work offline. Unlike standard cloud-based users who require a continuous internet connection, laptop users can operate without connectivity by using the on-premise configuration installed on their devices.
What Laptop Users Enable
The Laptops section on the Business Partner card shows how many of your partner's contacts are set up for offline operation. From this section, you can view the full list of laptop users, configure new contacts for offline use, and remove that configuration when it is no longer needed.
Each laptop user tile offers management options, including editing the contact's details, switching them between active and inactive status, transitioning them back to cloud mode, and marking them as a favorite for quick access.
Why Offline Capability Matters
Some integration workflows involve participants who work in environments without reliable internet access — field operatives, warehouse staff, or teams operating in secure facilities where cloud access is restricted. The Laptop User configuration allows these individuals to participate in OneEnterprise workflows by synchronizing data when connectivity is available, without blocking the integration process when it is not.
Tracking which contacts operate in offline mode also helps integration specialists design workflows that account for asynchronous data availability — for example, batching updates rather than expecting real-time responses from laptop users.
Related Topics
Use the following Knowledge Base articles for detailed guidance on each area of the Business Partner section:
- Business Partner Dashboard
- Business Partner Details
- Add Business Partner Address
- Add Business Partner Communication
- Invite Contact
- Edit Business Partner Details
- Edit Business Partner Logo
- Edit Business Partner Address
- Edit Business Partner Communication
- Partnership — Become a Partner
- Partnership — Become a Customer
- View Laptop User
- Add Laptop User
- Remove Laptop User
Related Articles
Overview
Overview In OneEnterprise, a connector is a pre-built integration component that represents an external system — such as an ERP, CRM, or cloud application — within a project network. Connectors encapsulate the logic needed to communicate with a ...Overview
Overview The Home Projects module is the central workspace in OneEnterprise where integration teams create, configure, and manage all integration projects. It brings together everything you need — project status, system connections, team access, and ...Home Overview
Overview The Home module is the central entry point in OneEnterprise. When you log in, you get a consolidated view of your entire integration environment — so you can manage entities, configure integrations, and monitor workflows from a single ...Edit Project Overview
Overview One of the great benefits of our project management is that it enables you to make changes to your existing project details as needed. If you need to make changes to your project details after it has been created, don't worry! You can easily ...Project Network Overview
Overview This section describes the Project Network — the workspace where you add, connect, and manage entities within a project. After adding entities to the network, you can establish connections between them and modify the objects those ...