Lifecycle
Partner lifecycle & team
The whole arc of a partner relationship: application, approval, invitation, tier, team, and — when it ends — a clean, protected offboarding.
Illustrative recreation of the shipped screen. Real screenshots available on request.
What it does
Applications and approvals
A public application flow feeds vendor review. Approving an application creates the partner, so onboarding starts from real submitted detail.
Invitations with discipline
Invitations expire, and a partner has one live invitation at a time — no stack of stale links floating in inboxes.
Tiers that drive the program
Tier assignment drives content gating and program mechanics, so a tier change takes effect everywhere at once.
Partners manage their own team
Partner admins invite and manage their own people with admin and member roles. Partners can also request new customer accounts tied to deal registration.
Both sides of it
Vendor side
- Review applications; invite, tier and directory every partner
- Full partner detail pages: contacts, deals, funds, activity
- Suspension and offboarding with legal-hold protections
Partner side
- Apply, accept an invitation, get to work
- Invite your own team and set their roles
- Request customer accounts tied to a registered deal
More features
Run your partner program like a product.
Tell us how your channel works today and we'll show you the console and the portal side by side. Pricing is tailored to your program.