ZINFI UPM GuidePrograms Management for Partner Portal Administrators

Dashboard Management

The Partner Onboarding Management Application gives your organization a bird's eye view and complete control over the new partner engagement cycle. Dashboard management helps define a step-by-step process for onboarding new channel partners in the existing channel ecosystem — from agreement signing to campaign launch.

Partner Setup Management

Using the Onboarding Management Application, your organization can manage partner portal access for newly onboarded channel partners so that partners view and access only the onboarding steps that apply to them. Once channel partners sign contracts they will have access to various partner training materials (certifications, courses, and tests) based on the partner program on-completion benefits configuration.

View Programs

Clicking Programs from the left menu takes you to the View Programs page, which displays all programs generated for the portal's users. The top toolbar provides the following actions:

• Add — Opens a new page where you can create a new program.
• Sort By — Clicking the dropdown arrow sorts the displayed programs by specified criteria.
• Filter — Opens the Filter pane to locate a specific program by name. Click the (X) icon to close the pane. Click Apply to show the matching program, or Clear Filter to remove previously applied filters.

Use the List View (lined icon) or Thumb View (waffle icon) toggles in the upper-right of the content area to switch between display modes. In Thumb View, click the four-dot menu on the top-right of a program card to access Edit and Delete options.

View Existing Program Details

Click the Name/Title of any program on the View Programs page to open its detail view. The View a Program page contains four top-level action buttons and the following collapsible sections:

• Edit — Opens the record in Edit mode.
• Delete — Removes the selected record from the list.
• Assign To — Assigns the program to specific users or groups with read-only or read-write access permissions. Withdraw an assignment by clicking the globe icon beside each line item in the Program Assignment History section.
• Clone — Creates a duplicate copy of the Program. The clone operation requires a unique name; a duplicate name triggers an error. When cloning, Program Levels, Program Level Tasks, and Task Requirements are all cloned along with the master program.

Program Details

Field	Description
Program Name	Displays the name of the Program.
Program Type	Account — completion by any user marks the task/level complete for all users in the account; all associated users receive benefits. Contact — only the individual user completing the program receives the associated benefits.
Program Thumbnail	Thumbnail image displayed for the program.
Program Accreditation	Defines the program type: Onboarding or Enablement.
On Completion Message	Message shown to the partner upon successful program completion.

Program Level

The Program Level section lists all levels that constitute the program. Each row shows the Level Name, Program name, Program Level Description, and Sort Order. Use the Add button to add a new level, or Sort Order to rearrange levels via drag-and-drop.

Partner Program Sessions

This section provides a summary of enrolled partners' program progress. Fields auto-populate once partners are assigned and enrolled. Click a Program Session ID to open the Program Session Progress page for a detailed view of that partner's progress.

Field	Description
Partner Program Session ID	Unique ID of the partner's session in this program. Click to view the Program Session Progress page.
Partner Account	Account name the participant user is associated with.
User Name	Name of the specific user associated with the Partner Account.
Last Session Activity Date	Date when the last session activity was performed by the user.
Status	Present status of the session: In Progress or Completed.
Completion Date	Date of completion of this specific Partner Program Session.

Program Session Progress

Clicking a Program Session ID opens the Program Session Progress dialog. From here, administrators can:

• Review — The tick mark and Review button indicate a Level Task has been completed. Clicking Review opens the Program Level Task details page where the admin can inspect the partner's completion.
• Complete — Clicking Complete by the Admin will automatically mark the Program Level Task as complete for the Partner Account/Contact.
• Change Status — Clicking this button lets the admin toggle a Level Task's progress status between Complete and Incomplete.

Program Assignment History

This section records the history of all program assignments. Fields include:

• Assigned By — Name of the user who allocated this assignment.
• Assigned To — Name of the user or group to whom the assignment was allocated.
• Assignment Type — Either User or Group.
• Date Entered — Date of allocation.

Assigning a Program to Users

From the program details page, click the Assign To button to assign a program to users or groups with read-only or read-write access permissions.

1. Click Assign to a User to assign the program to specific users. Check the relevant users (click the + sign beside each username to expand reporting hierarchies). Search users via the search field, set access permissions, and click Save.
2. Click Assign to Group to assign the program to groups. Check the relevant groups (click the + sign to expand group hierarchies). Search groups via the search field, set access permissions, and click Save.

Cloning a Program

A Program in any status — In Progress, Pending, or Completed — can be cloned by an admin. The clone preserves all Levels, Tasks, and On Completion Access configurations. However, records from My Programs and Program Assignment History will not appear in a cloned Program.

1. Navigate to the detail page of the program you want to clone and click the Clone button.
2. Enter a unique name for the cloned program. The system shows an error if the name already exists.
3. After saving, the cloned program page appears with the same Program Levels and their associated Level Tasks.

Add / Edit a Program

To add a new program or edit an existing one, click Add or Edit from the View Programs page. When adding, you must first select a Program Accreditation type: Onboarding, Enablement, or Scoring.

After selecting the accreditation type, the full Add/Edit Program form appears. Fill in the required fields and click Save.

Field	Description	Required
Program Name	A user-friendly name for the program.	Yes
Program Type	Select Account or Contact.	Yes
Program Thumbnail	Upload a thumbnail image for the program.	No
Program Accreditation	System-generated based on selection — Onboarding, Enablement, or Scoring.	Auto
On Completion Message	Message displayed to the partner on completion (max 200 characters).	No
Program Description	Short description of the program (max 2000 characters).	No

After saving, the View Program page displays the newly created program with related lists for Program Level, Partner Program Sessions, and Program Assignment History.

Add / Edit a Program Level

From a program's detail page, click Add in the Program Level related list, or click the pen icon beside an existing level to edit it. The Add/Edit a Program Level panel opens from the right.

Field	Description	Required
Level Name	User-friendly name for this program level.	Yes
Program	Auto-populated with the parent program name.	Auto
Dependent On	Select a previously defined level that must be completed before this level becomes active.	No
Program Level Description	Short description of this level (max 2000 characters).	No

After saving, the View a Program Level page opens showing two additional related lists:

• Program Level Task — All tasks that constitute this level. Use Add to create new tasks or Sort Order to rearrange them.
• On Completion Access — Profiles and groups granted access upon level completion. Click Add to configure completion benefits.

On Completion Access Configuration

Click Add in the On Completion Access section to open the Add/Edit a On Completion Access panel. Configure the following fields:

Field	Description
Name	Name for this completion benefit configuration.
Level	Auto-populated by the system.
New Profile	New profile assigned to the user on program completion.
Groups To Add	Groups whose access is granted to users who complete the program. Toggle to On.
Groups To Remove	Groups to remove from the user upon completion. Toggle to On.
New Primary Group	New primary group assigned alongside the new profile.

Program Level Assignment History

This section shows all assignments of the program to users or groups. Click the globe icon in the Action column to withdraw an assignment (only the user who made the assignment can withdraw it).

Add a New Task to a Level

The Program Level Task section in the View a Program Level page lists all tasks that constitute a particular level. Click Add to create a new task and select the Task Type from the dropdown.

After selecting a Task Type, the task creation form appears with the following fields:

Field	Description	Required
Task Name	User-friendly name for the task.	Yes
Estimated Time to Complete	Allocated time in days, hours, and minutes.	No
Program Level	System-generated — links task to its parent level.	Auto
Task Type	System-generated based on the selected type.	Auto
Optional	Toggle to mark the task as optional (not required for level completion).	No
Dependent On	Select a task that must be completed before this task is activated.	No
Level Task Description	Short description of the task (max 4000 characters).	No

After saving, the new task appears in the Program Level Task section. Tasks can be edited or deleted via the pencil and trash icons. Use Sort Order to rearrange task sequence.

Course Task Type

A Course is assigned to the partner through this task type. Completing the assigned course completes the Program Level Task.

From the View a Program Level Task page, click Add in the Task Requirements section. Configure the following fields:

Field	Description	Required
Task Requirement Name	Name for this task requirement.	Yes
Program Level Task	Auto-generated — links to the parent task.	Auto
Task Type	Auto-generated as Course.	Auto
Course	Select the course from the catalog. The partner must complete this course to fulfill the requirement.	Yes
Task Requirement Description	Short description of this requirement.	No

Use the Sort Order button to rearrange requirements by drag-and-drop.

General Task Type

A general user-defined task that a partner completes based on the task description. The completion criteria are defined through the description text.

Field	Description	Required
Task Requirement Name	Name for this task requirement.	Yes
Program Level Task	Auto-generated.	Auto
Task Type	Auto-generated as General.	Auto
Task Requirement Description	Description of what the partner must do to fulfill this general requirement.	No

Deal Registration Task Type

The partner must register a specified number of deals to complete this Program Level Task.

Field	Description	Required
Task Requirement Name	Name for this task requirement.	Yes
Program Level Task	Auto-generated.	Auto
Task Type	Auto-generated as Deal Registration.	Auto
Total Count	Number of deals the partner must register to complete this task requirement.	Yes
Task Requirement Description	Short description of this requirement.	No

Content Library Task Type

The partner must download or view an assigned document from the Content Library to complete this Program Level Task.

Field	Description	Required
Task Requirement Name	Name for this task requirement.	Yes
Program Level Task	Auto-generated.	Auto
Task Type	Auto-generated as Content Library.	Auto
Content Library	Select the content item. The partner must download or view this document to fulfill the requirement.	Yes
Task Requirement Description	Short description of this requirement.	No

Business Plan Task Type

An assigned Business Plan must be completed by the partner to fulfill this Program Level Task.

Field	Description	Required
Task Requirement Name	Name for this task requirement.	Yes
Program Level Task	Auto-generated.	Auto
Task Type	Auto-generated as Business Plan.	Auto
Business Plan	Select the business plan template. The partner must complete this plan to fulfill the requirement.	Yes
Task Requirement Description	Short description of this requirement.	No

Leads Task Type

The partner must create and submit a specified number of leads to complete this Program Level Task.

Field	Description	Required
Task Requirement Name	Name for this task requirement.	Yes
Program Level Task	Auto-generated.	Auto
Task Type	Auto-generated as Lead.	Auto
Total Count	Number of leads the partner must register to complete this requirement.	Yes
Task Requirement Description	Short description of this requirement.	No

External URL Task Type

The partner must click open a URL assigned to them — which may contain literature or instructions as part of the Onboarding Program. Clicking the URL completes the Program Level Task.

Field	Description	Required
Task Requirement Name	Name for this task requirement.	Yes
Program Level Task	Auto-generated.	Auto
Task Type	Auto-generated as External URL.	Auto
Action Link	Paste the external URL. The partner must click this link to complete the requirement.	Yes
Approval Required	Enable if Admin approval is required after the partner clicks the URL.	No
Task Requirement Description	Short description of this requirement.	No

File Upload Task Type

The partner must upload specified documents or files — with or without Admin approval — to complete the Program Level Task. Two variants are commonly configured: one requiring approval and one without.

Once the task is saved, add Task Requirements by clicking Add in the Task Requirements related list. For file upload tasks, the key field is:

Field	Description	Required
Task Requirement Name	Name for this file upload requirement.	Yes
Program Level Task	Auto-generated.	Auto
Task Type	Auto-generated as File Upload.	Auto
Approval Required	Toggle On if Admin approval is required for this file upload. Leave off for self-service uploads without approval.	No
Task Requirement Description	Instructions for the partner regarding what to upload.	No

Approval of Uploaded Files

When a partner uploads a file for a task requirement that requires Admin approval, an automated email is sent to the Admin notifying them that a file is awaiting review.

1. Navigate to Onboard > Programs > File Upload to see the View Uploaded Files page listing all uploaded files pending review.
2. Click the file name to open the View a Uploaded File page. In the Approval History section, click Approve to approve, or More Info to request additional information from the partner.
3. Clicking More Info opens a comments field where the Admin can provide instructions. On submitting, the partner receives a notification and can re-upload the file per instructions.
4. Clicking Approve in the Approval History section navigates to a final confirmation page where the Admin clicks Approve to complete the approval.

Auto-Completion of Asset (AssetHub) Task Requirements

The AssetHub task type allows Admins to define requirements linked to published assets. A Completion Criteria dropdown has been added under Task Requirement Details with two options:

Completion Criteria	Trigger for Auto-Completion
Asset Co-branded	Task is automatically completed once the partner co-brands the asset.
Asset Approved	Task is automatically completed once the approver approves the asset.

Auto-Completion of Content Library Task Requirements

The Content Library task type includes a Completion Criteria field with three options that trigger automatic task completion based on the partner's interaction with the assigned content:

Completion Criteria	Trigger for Auto-Completion
Content Viewed	Task is automatically completed once the user views the content.
Content Downloaded	Task is automatically completed once the user downloads the content.
Content Shared	Task is automatically completed once the user shares the content.

Autocomplete Contract Task Requirements

The Contract task type (replacing the earlier "Terms and Conditions" type) automatically marks contract-related tasks as complete once the associated contract reaches Signed status. Both digitally signed contracts (via system e-signature flow) and manually signed contracts (status updated by Admin) are supported.

Autocomplete Deal Registration Task

The Autocomplete Task – Deal Registration feature automatically marks tasks complete once partners meet predefined deal-based requirements. The system continuously monitors approved deals and updates task status without manual intervention.

A Criteria Type field is available during task requirement setup:

Criteria Type	Description
Deal Count	Requires the partner to register a specified number of deals. The task auto-completes when approved deals registered equals or exceeds the specified count.
Deal Revenue	Requires the partner to achieve a specified cumulative deal revenue. The task auto-completes when approved deal value equals or exceeds the specified amount.

View Partner Sessions

The View My Programs page provides a summary of enrolled partner program progress. Fields auto-populate once partners are assigned and enrolled. The Program Assignment Type field clearly indicates whether a program is assigned at the Contact or Account level, improving transparency for both Admins and partners.

From this page you can:

• Click any Program name to open the View a Program page showing all levels and the Partner Program Sessions related list.
• Click a Partner Program Session ID to open the View a My Program page for that specific session.

Program Session Progress

Clicking Program Details on the View a My Program page opens the Program Session Progress panel — the detailed view of the partner's progress in this specific session.

• Progress Donut Graph — Auto-tracks and displays task/level completion as a percentage.
• Review — The tick mark and Review button indicate the Level Task has been completed. Clicking Review opens the View a My Program Level Task page in a separate tab for the admin to inspect the completed task details.
• Change Status — Allows the admin to toggle a Level Task's status between Complete and Incomplete.