Administration

Standing up the partner channel has three parts, all configured by staff in the admin app:

• Partner users — create users with the Partner role and a partner profile, so they sign in to the Partner Portal with the right record scope (see Partner Users and User Roles).

• Account assignment — give each partner their cohort of customers via Territory Rules and manual assignment (see Assigning Accounts to Partners).

• Commissions — define how partners earn under Partner Channel → Commission Structures (percentage or flat, channel-wide or per partner/product).

Monitor the channel under Partner Channel → Channel Analytics — partner totals, revenue, commissions, and a leaderboard.

Related

• Partner Portal Overview

• Customer Management