Overview
The Partner Profile Management feature within the Onboard module is crucial for maintaining an accurate and up-to-date database of all enrolled partners and their individual contacts. As partners are recruited, onboarded, and engage with the platform, their profiles and contact information evolve. Administrators use this section to oversee these details, ensuring that communication, program assignments, and access permissions are correctly managed. This foundational data supports all subsequent partner activities across the platform, from deal registration to incentive payouts.
Effective management of partner profiles and contacts is vital for the health of the partner program. It enables administrators to quickly locate specific partners or contacts, update their information, and perform necessary administrative tasks such as assigning partner managers or managing access. This capability ensures that the vendor can effectively support its partners, track their engagement, and facilitate smooth operations throughout the partner lifecycle.
Accessing Partner Management
Click Onboard → Partners → Partner Accounts.
Viewing Partner Accounts
This screen displays a list of all partner accounts managed within the Onboard module, providing administrators with a centralized view of their partner ecosystem. It functions as a list page where administrators can review key details for each partner account, such as their name, unique identifier, website, and assigned manager. This view is essential for managing the partner lifecycle, allowing for quick identification and access to individual partner records for further action or review.
Viewing Partner Contacts
This screen displays a comprehensive list of all individual partner contacts associated with various partner accounts within the platform. It serves as a central repository for administrators to view and manage contact information, including their associated partner company, name, title, and communication details. This view supports the partner profile management workflow by providing tools for adding new contacts, exporting data, and performing bulk actions like sending emails, which is crucial for effective communication and relationship management with the partner ecosystem.