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Service Release Process

This guide will walk you through the steps required to upload your services correctly.

Updated this week

Prerequisites

Before you begin, make sure you have completed the following steps:

Signed Service Provider Framework Agreement: Ensure you have signed the Framework Agreement as it is required to proceed to the next steps.

Register on the Cofinity-X Portal: You must have an active registration and Business Partner Number on the Cofinity-X Portal.

Access to the Cofinity-X Portal: Verify that you can log in and access the Cofinity-X Portal.

Service Manager: This role is essential for managing service details and configurations.

Only users with the 'Service Manager' role can access the following steps and complete the service release process. Please ensure that your company administrator has assigned this role to you before attempting to insert the service listing.

Your Services

This screen shows all your current services on our platform. Here you can upload new services, edit or delete them.

Follow these steps to successfully upload your service

Step 1: Log in

Log in to the Cofinity-X portal and click the icon at the top of the screen to access Marketplace Management. From there, open the Service Release Process.


Step 2: Create Service Card

Click on Register your Service and start creating the Service Card by filling in all the necessary information:

  • Service Name
    Minimum length: 3 characters

    Maximum length: 20 characters

  • Service Type

    Specify the type of service you are offering.

  • Short description

    Insert a concise description of your service, in both English and German, ensuring it stays within the character limit.

    Minimum length: 10 characters

    Maximum length: 120 characters

  • Service card image

    Ensure the image meets these specifications for optimal display on the marketplace:

    Dimensions: 412 x 266 pixels

    Maximum file size: 0.8 MB

    Accepted image types: JPEG/PNG

Step 3: Service Page Details

Enter additional information about your service:

  • Long description

    Insert a concise description of your service, in both English and German, ensuring it stays within the character limit.

    Minimum length: 10 characters

    Maximum length: 2000 characters

  • Supporting Material

    If you would like to provide additional material that presents your service, you can upload your document file here

    Accepted file types: PDF

Step 4: Agreements and Consent

You may read and agree to the T&Cs.

The Conformity Service Certificate must only be uploaded if you are offering an Enablement Service. In case you are an Advisory Service Provider, please upload a blank document!

Step 5: Technical User Setup

Similar to the previous step, you only need to select a technical user(s) if you are an Enablement Service Provider. Otherwise, just click on None and proceed further.

Step 6: Validate & Submit

For the last section, please check all the information you inserted and make sure it is correct. Once you submit your app information, the Marketplace Operator will review your offering. You will receive an email notification when your app has been successfully published on the Service Marketplace.

Post-Approval

Service Hosting: Once approved, your service will be hosted on the Cofinity-X marketplace and website, making it visible to potential customers.

Receiving Leads: After your service is live, you can start receiving leads through Service Subscriptions.

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