Overview
Partner Types are fundamental to structuring partner programs, as they categorize partners (e.g., Reseller, Affiliate, ISV, MSP, VAR, Consultant) and dictate their specific program eligibility, content visibility, and incentive structures. Defining clear Partner Types ensures that each partner segment receives relevant resources and support tailored to their business model and role within the ecosystem. This module provides the tools to manage these foundational classifications.
Administrators use this feature to review existing Partner Types, understand their configurations, and make necessary adjustments. This ensures that the partner ecosystem is accurately segmented, enabling effective targeting of communications, training, and incentive programs through other modules.
Key Features
- Partner Type List
- Search & Filter
- Add/Edit/Delete Types
- View Type Details
Accessing Partner Types
Click Training and Certification Partners to view the details of that partner type.
Viewing Partner Type Details
This screen displays the details of a specific Partner Type within the Onboard module. Partner Types are categories that classify partners (e.g., Reseller, Affiliate, ISV, MSP, VAR, Consultant) and are fundamental to how the platform manages partner programs. The Partner Type determines which programs a partner can enroll in, influences content visibility, and impacts incentive eligibility. Administrators use this view to review the name of an existing partner type and can choose to edit its details or delete it from the system, which would affect any partners currently assigned to that type.
Review the details of the selected Partner Type.
Buttons
| Button | Description |
|---|---|
| Edit | Click to modify the details of this Partner Type. |
| Delete | Click to remove this Partner Type from the system. |
Partner Type Information
| Field | Description |
|---|---|
| Partner Type Name | The name assigned to this partner classification. |
Frequently asked questions
- What is the purpose of viewing a partner type?
Viewing a partner type allows administrators to review and manage existing partner classifications, ensuring the partner ecosystem is accurately segmented for effective program targeting.
- Who uses the "View a Partner Type" feature?
UPM administrators use this feature to understand and adjust partner type configurations, which are fundamental to structuring partner programs.
- What information does a partner type determine?
A partner type determines which programs a partner can enroll in, influences content visibility, and impacts incentive eligibility within the platform.
- What actions can be taken after viewing a partner type?
After viewing a partner type, administrators can choose to edit its details or delete it from the system, which would affect partners assigned to that type.
- What is the 'Partner Type Name' field?
The 'Partner Type Name' field displays the name assigned to a specific partner classification, such as Reseller, Affiliate, or VAR.