Steps to publish a public profile
The public profile is a presentation of a Creatio partner that introduces them to users. Partner catalog includes public profiles of all Creatio partners. If a partner develops Marketplace listings, the public profile is also displayed in the Developers section of the Creatio Marketplace. The published profile can include the following data:
- General information to display in Partner catalog and Developers section.
- A list of developed Marketplace listings to display in the Developers section if a partner develops Marketplace listings.
Life cycle of a public profile
The life cycle of a public profile is represented by the following statuses.
Status | Status description |
|---|---|
Draft | Initial status of the public profile. New data about the partner was added and is not available in Partner catalog and Developers section. The status is set automatically. |
Review | The partner sent the public profile for review. Creatio Marketplace support is reviewing the profile. The status is set by an administrator of the partner organization or Marketplace developer. |
Published | A public profile that is reviewed, published, and available in Partner catalog and Developers section. These public profiles are displayed in the Partner catalog. If a partner has Marketplace listings published, the public profile is also displayed in the Developers section of the Creatio Marketplace. |
Updated | A public profile that is reviewed, published, and available in Partner catalog and Developers section. However, newly added data is not available in Partner catalog and Developers section. The status is set by an administrator of the partner organization or Marketplace developer. These public profiles are displayed in the Partner catalog. If a partner has Marketplace listings published, the public profile is also displayed in the Developers section of the Creatio Marketplace. |
Unpublished | A public profile that is removed from publication and not available in Partner catalog and Developers section. |
Manage the public profile
Public profile management includes the following steps:
- Register a public profile. Read more >>>
- Send the public profile for review. Read more >>>
- Update the public profile. Read more >>>
1. Register a public profile
By default, only administrators of the partner organization or Marketplace developers can access the Public profile section.
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Log in to the Success Portal website.
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Open the Public profile section.
If you do not have a public profile, Creatio Marketplace Console opens a new public profile page. The status of the public profile will be set to
Draft. Otherwise, Creatio Marketplace Console opens an existing public profile page. -
Fill out the profile properties. Instructions: Public profile page.
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Save the changes.
2. Send the public profile for review
- Open the Public profile section.
- Click Submit for review.
- Save the changes.
You can only send a public profile whose properties are filled out completely for review.
As a result, the public profile will be sent to Creatio Marketplace support for review. A case will be created automatically in the Cases section. You will receive the comments in a separate case. The public profile status is changed from Draft to Review on the public profile page. If you change the properties of the published profile, the public profile status is changed from Published to Updated on the public profile page.
Creatio Marketplace support takes the following actions after the public profile is reviewed successfully:
- The public profile status is changed from
ReviewtoPublishedon the public profile page. - The public profile is automatically published in the Partner catalog and Developers section of the Creatio Marketplace.
- You are notified that the public profile was published via email.
If Creatio Marketplace support has feedback for your public profile, you will receive comments that contain detailed issue descriptions and recommendations. Creatio Marketplace Console displays the comments in a separate case. The public profile status is changed from Review to Draft on the public profile page. Fix the mentioned issues and resend the public profile for review.
3. Update the public profile
You can update a published profile. To do this:
- Open the Public profile section.
- Modify the required properties on the public profile page.
- Send the profile for review. Instructions: Send the public profile for review.
If you want to unpublish the public profile, take the following steps:
- Notify Creatio Marketplace support via
marketplace@creatio.com. - Wait until Creatio Marketplace support reviews the request, unpublishes the public profile, and changes the public profile status from
PublishedtoUnpublishedon the public profile page.
Public profile page
A public profile includes information visible for users in the Partner catalog and Developers section of the Creatio Marketplace. Use the public profile page to add or modify general information about the partner.
A public profile page contains the following elements.
Overview area
The Overview area contains the following properties.
Property | Property type | Property description |
|---|---|---|
Logo | Required | The corporate logo of the partner. Displayed in Partner catalog and Developers section after the public profile is published. Click |
Name | Required | The unique partner name. Displayed in Partner catalog and Developers section after the public profile is published. |
to upload the file. We recommend using *.png, *.gif, *.jpg images that have white background and are 200px wide.General information tab
The General information tab contains the following properties.
Property | Property type | Property description |
|---|---|---|
About company | Required | Brief information about mission, values, and core competencies of the partner. |
Address | Optional | The physical or mailing address of your company. Demonstrates that the company is accessible for users interested in collaboration or contact. |
Target regions | Optional | Continent, region, or country where the company works. Inform users about your business reach. To specify the value:
You can select multiple values. |
on the Target regions property.Development tab
The Development tab is available only for Marketplace app developers and contains the following properties.
Property | Property type | Property description |
|---|---|---|
Developer prefix | Required for Marketplace developer | The unique ID of the Marketplace app developer. Marketplace app developer must use the prefix in the names of custom schemas, packages, objects, and columns in the objects that inherit from base objects. This enables users to identify the functionality created by the Marketplace app developer. Can contain Latin characters and digits. Must be from 3 to 15 characters long. To specify the value:
You can select multiple values. |
Developer maintainer | Required for Marketplace developer | The maintainer of the Marketplace app functionality. Creatio uses the property value to identify a party that makes changes to the configuration. The maintainer name is assigned to each Marketplace app package separately. You can edit only Marketplace app packages that have been published by your company. The setting is used for developing user workspaces for third parties. To specify the value:
You can select multiple values. |
Communication options area
The Communication options area contains the following properties.
Property | Property description | ||
|---|---|---|---|
Support contacts | Partner communication channels dedicated to supporting users of partner products or services. | ||
Required | The support email of the partner. | ||
Phone | Optional | The support phone of the partner. | |
Point of contact | Partner communication channel dedicated to receiving notifications from Creatio Marketplace and sending commercial emails related to the partner products and services. | ||
Required | The partner email. | ||
Business contacts | Partner communication channels dedicated to business inquiries, collaboration, or communication with the partner company. | ||
Web | Optional | The website of the partner company. | |
Required | The email of the partner. | ||
Phone 1 | Optional | Main and additional phone numbers of the partner. | |