Table of Contents 

• Overview
• Assigning Custom Financing Products to Partners
• Configuring Financing Integrations for Partners
• View for Users within Partners

Overview

For sales dealers, distributors, or other partners that require access to unique financing products in Aurora, they can be assigned to, and thus made available for, Partner(s) created in your account. By assigning custom financing products to a Partner or Partners, or configuring a financing integration for a partner to use, those users will have access to them throughout Sales Mode and Design Mode.

Read more: User Management: Partners

Assigning Custom Financing Products to Partners

Navigate to the Database and select Financing products in the left-hand menu. Click Add financing product in the upper-right to create a new product, or click any row in the list to Edit an existing custom financing product.

From this point, the Partner-assignment process is slightly different for loans versus all other financing types, including leases, PPAs, and Cash.

Assigning Custom Loan Products to Partners

After creating a new custom loan or selecting an existing one from your list, click Edit in the upper-right corner.

Next, use the Assign to… drop-down menu to select which Partner(s) will have access to this custom loan product in Sales Mode:

• All Partners - users belonging to all existing Partners, and new Partners created in the future, will have access to this custom loan product
• No Partner - only users that are not associated with a Partner, such as Admin users and your internal Team Member users, will have access to this custom loan product
• One or Multiple Partners - only users belonging to the Partner(s) selected will have access to this custom loan product
  • A single custom loan product can be assigned to any number of Partners
  • Users belonging to newly created Partners will not have access automatically; an Admin must update the custom loan product to include new Partners if assignments are made in this way

Click Save.

Assigning Custom Leases, PPAs, and Cash Products to Partners

After creating a new custom lease, PPA, or Cash product, or selecting an existing one from your list, use the right-hand tray to click Edit in the lower-right corner.

Next, use the Assign to… drop-down menu to select which Partner(s) will have access to this custom lease/PPA/cash product in Sales Mode:

• All Partners - users belonging to all existing Partners, and new Partners created in the future, will have access to this custom lease/PPA/cash product
• No Partner - only users that are not associated with a Partner, such as Admin users and your internal Team Member users, will have access to this custom lease/PPA/cash product
• One or Multiple Partners - only users belonging to the Partner(s) selected will have access to this custom lease/PPA/cash product
  • A single custom lease/PPA/cash product can be assigned to any number of Partners
  • Users belonging to newly created Partners will not have access automatically; an Admin must update the custom lease/PPA/cash product to include new Partners if assignments are made in this way

Click Save in the lower-right corner.

Configuring Financing Integrations for Partners

Navigate to Settings and select Financing integrations in the left-hand menu. Click + Add in the upper-right to set up a new integration.

In the pop-up modal that appears, use the drop-down menu to select a financier. Click Continue.

Next, use the Assign to… drop-down menu to select which Partner(s) will have access to this instance of the integration:

• All Partners - users belonging to all existing Partners, and new Partners created in the future, will have access to this instance of the integration
• No Partner - only users that are not associated with a Partner, such as Admin users and your internal Team Member users, will have access to this instance of the integration
• One or Multiple Partners - only users belonging to the Partner(s) selected will have access to this instance of the integration
  • A single instance of the integration can be assigned to any number of Partners
  • Users belonging to newly created Partners will not have access automatically; an Admin must re-configure the instance to include new Partners if assignments are made in this way

Use your credentials with the financier you’ve selected, or a dealer’s own credentials, to activate on your partner’s behalf.

Click Submit. If successful, you’ll now see a new row item for that integration and the Partners column will reflect assignments you’ve made.

View for Users within Partners

In Sales Mode, when users belonging to Partners access the Financing page, they will see the custom and/or integrated financing products assigned to their Partner.