What's in Programs Management
Introduction
Administrators use Programs to define, organize, and manage diverse partner onboarding and engagement pathways, each with specific rules and requirements.
View Programs
Administrators use Programs Management to define and tailor distinct partner programs within UPM, ensuring efficient partner onboarding and enablement.
View a Program
Administrators and partners view existing partner program details like structure, onboarding steps, and resources by clicking the program name in the list view.
Partner Program Sessions
Administrators use Partner Program Sessions to view and manage individual partner progress through assigned programs, allowing manual status updates for program requirements.
Add/Edit a Program
Administrators create and modify the platform partner programs, defining essential details and accreditation paths to structure partner engagement and onboarding.
Program Levels
Administrators define and manage Program Levels, structured stages with associated tasks that partners complete within a program, ensuring a standardized and guided experience.
Add a New Task to a Level
Administrators define and manage tasks within program levels to create structured partner onboarding paths, ensuring proper enablement and compliance by outlining required actions.