Partner Portal Overview

The Partner Portal gives your channel partners — resellers, agencies, and referral partners — a dedicated, co-branded workspace to manage the customers assigned to them and their own account. Partners are a role type in PeakCommerce: they sign in to a focused portal rather than the full admin app, and everything they see is scoped to their book of business. This lets you run an indirect sales channel without giving partners visibility into other partners' customers or your internal operations.

Key concepts

• Partner role — a user whose portal type is Partner. The role determines which portal they land in and which permissions apply.

• Assigned accounts — the cohort of customer accounts a partner can see and act on. Assignment is driven by Territory Rules and/or manual assignment (see Partner Administration).

• Partner Channel — the admin-side area (sidebar group) where staff configure and monitor the channel: Commission Structures and Channel Analytics.

What a partner does

• Manage assigned customers — view each assigned account's contacts, subscriptions, and invoices, and make subscription changes on the customer's behalf.

• Change and cancel subscriptions — within the limits of their permissions (see Who can do what below).

• Manage their own subscription — partners with their own billing account can view and manage it under My Subscription.

• See performance and earnings — partners can review their accounts and commissions; staff see channel-wide totals and a partner leaderboard under Channel Analytics.

Who can do what

A partner's access is scoped by their partner profile (record access limited to accounts assigned to them) and by portal-action permissions — change-plan and cancel-plan are separate grants, so you can let a partner upgrade/downgrade plans without allowing cancellations, or vice versa. See Portal Action Permissions and Partner Users.

Gotchas

• A partner sees an account only once it's assigned to them — a customer with no matching Territory Rule and no manual assignment is invisible to every partner.

• Change vs. cancel are independent. If a partner can't cancel, confirm the cancel-plan permission, not just change-plan.

Setting up partners

1. Create partner users with the Partner role and a partner profile (User Roles).

2. Assign each partner their customers — see Assigning Accounts to Partners.

3. Configure earnings under Partner Channel → Commission Structures.

Related

• Partner Administration

• Customer Management

• Partner Users