In this article, we will discuss the process of managing your providers within the ChannelBoost partner portal.

Invitations

The Invitation Tab helps Software Providers (SP) invite Partners to work together on the ChannelBoost platform. When an SP wants to collaborate with a Partner, they send an invitation. If the Partner doesn’t already have an account, the invitation allows them to create one. Partners invited by SPs are considered trusted and reliable, so they get extra benefits, like the Guest Plan. This plan lets their profiles appear in the Coachbar directory for free, helping them get noticed and connect with more opportunities. This feature makes it easier for SPs and Partners to work together and ensures that only trusted Partners are part of the platform.

Receiving Invitations

When you receive an invitation, you’ll get notifications through:

• Email Notification
• Internal Notification via the Bell Icon

Viewing Invitations

To view an invitation, click the icon next to the invitation in the tab.

Responding to Invitations

Use the Accept button to agree to the invitation. When an invitation is accepted:

• The invitation status will be moved to Accepted.
• A Provider Card will be created in My Providers, containing all the relevant details about the accepted provider.

Use the Reject button if you choose not to proceed. When an invitation is rejected:

• The invitation record will remain in the Invitations Grid with Rejected status.
• The status of the invitation will be updated to reflect the rejection, allowing you to track and manage the invitation accordingly.
  
  

Contracts

The Contracts tab enables you to manage partner contracts with software providers efficiently. Keep all agreements organized and up to date while streamlining the entire process from signing to tracking.

Receive Notifications for New Contracts
Stay informed when a software provider shares a contract through:

• Email notifications
• Internal notifications in the Bell icon

Navigate to the My Providers module and click on "Contracts". This will open up a list of contracts sent by your Providers.

Organize Contracts with Filters
Use advanced filters to quickly locate and track contracts:

• Expire On
• Status
• Provider Type
• Provider Manager
• Tags
  
  

To begin with, you can assign a provider manager to the appropriate partner. Once you have assigned a manager, click on the preview button located next to the provider company's name to review all the information.

Preview, Download, and Sign Contracts

If you have been sent a contract, it will include a file that you need to download, read through carefully, and sign.

Follow these steps to manage contracts seamlessly:

• Click the Preview icon next to the provider’s name.
• Select the draft contract to preview.
• Download, sign the contract physically, and upload the signed version under the Signed Contract section.

After uploading a signed contract, the system:

• Shares it automatically with the provider.
• Updates the status from Pending to Active.

Amend Contracts

Use the Replace Contract option to upload an updated version if changes are needed.

Terminate a contract

To terminate a contract:

• Preview the contract.
• Click Terminate Contract.
• Provide a reason for termination.
• Notify the provider (optional) by enabling the Notify Provider option.

History of Contract

The History tab provides a detailed record of all actions related to your contracts, helping you track changes and maintain a clear audit trail.

The activity log of contracts

Access the Activity Log tab to monitor all activities related to a contract.

Provider Card

The Provider Card serves as a centralized hub to manage and view all information related to a specific software provider. Created when a partner accepts an invitation, it consolidates all relevant data stored in the system database.

To access a Provider Card, follow these simple steps:

1. Navigate to the My Providers section.
2. Locate the provider from the list.
3. Click on the provider’s name to open their Provider Card.

Features of the Provider Card

The Provider Card includes the following sections:

1. Overview
   • Default Section: Displays a summary of the provider's data.
   • Subsections:
     • General: Key provider details (e.g., name, contact information, status).
     • Onboarding: Tracks the provider's onboarding process.
     • Contracts: Details of agreements between your company and the provider.
     • Provider Programs: Lists programs the partner participates in.
     • Opportunities for Strategic Growth: Highlights growth opportunities based on ICPs.
     • Activity Log: A history of actions related to the provider.
2. Directories
   • Displays the provider's presence in various directories, including:
     • Partner Directory
     • AppStack Directory
     • Technology Partners Directory
3. Insights
   • Provides dashboards for tracking:
     • Revenue
     • Referrals
     • Deals
4. Users & Contacts
   • Lists all contacts associated with the partner's LMS portal.
5. Training & Certification
   • Shows assigned courses and tracks completion status for each user linked to the provider.
6. Referrals
   • Displays individual referral details related to the provider.
7. Deals
   • Provides information on all deals associated with the provider.

If you need further assistance, please contact our dedicated customer support team at [email protected], who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.