Company Settings
Company Settings allow businesses to configure key organizational details, including company name, contact information, and branding elements. These settings serve as the foundation for the platform, ensuring that all interactions, notifications, and partner communications are aligned with the company’s identity.
Account Settings
Account Settings enable organizations to manage critical business details required for smooth operations. This section includes fields for entering company information, configuring operational preferences, and managing branding elements like logos and color schemes. The media and video gallery provide a space to showcase services, products, and expertise, allowing companies to create a strong visual presence within the portal.
Domain Setup
The Domain Setup feature lets companies personalize email communications by linking their official domain. By adding and verifying a domain, businesses ensure that all outbound emails, notifications, and partner interactions reflect their brand identity, fostering trust and professionalism.
Add company's email domain to personalize emails with partners.
After adding the domain, click the button to proceed. Follow the displayed instructions to set up the DNS records accordingly. Consult the IT administrator if needed.
Users & Roles
This section provides user management capabilities, allowing administrators to create, edit, and assign roles to team members. Each role can be configured with specific permissions, ensuring that employees have access to the necessary functionalities while maintaining security and control over sensitive company data.
Click the "Invite users" button, enter first name, last name, email, and assign a role
Options to resend or delete an invitation are available. These actions can be done in bulk as well.
The user can also filter by status and role.
If an invitation isn't accepted within 48 hours, it will expire. You can resend the invite by clicking the "message" icon.
Note: Only the owner and admin users can invite others to the system, including new owners. Only an owner can delete another owner.
Brand Setup
Brand Setup enables companies to establish a consistent brand presence across the portal. Organizations can define branding guidelines, upload logos, and configure brand-related elements that will be visible to partners and users within the platform. This section ensures that all external communications and partner interactions align with the company's brand identity.
Partner Industries
The Partner Industries section allows businesses to categorize their partners based on industry type. Users can select multiple industries relevant to their operations or request the addition of a new industry if it is not available. Proper industry categorization ensures streamlined partner management and more relevant business interactions.
System Grids
System Grids provide structured data management within the platform. This section allows users to configure data tables, lists, and grid views used across different features. Customization options enable businesses to tailor data presentation to match operational needs, ensuring clarity and efficiency in managing partner and company data.
Personas
Personas define user groups based on their roles within the system. There are two primary personas:
- Partner Personas: Represents different types of business partners interacting with the company.
- Customer Personas: Represents end-users or customers engaging with the company’s services.
By categorizing users into these personas, businesses can personalize interactions, communications, and user experiences.
Notification Settings
Notifications
Assign tiers to indicate a partner’s value or priority level. This classification also determines their placement within the partner directory.
Types of Notifications:
- Referral Notifications: Alerts related to new, accepted, or rejected referrals.
- Deals Notifications: Updates on deal progress, approvals, and rejections.
- Partner Applications and Recruitment Notifications: Notifies users about partner applications and recruitment status.
- Partner Directory Notifications: Alerts regarding changes and updates within the partner directory.
- Partner Profile Management Notifications: Ensures updates related to partner profile changes.
- LMS Notifications: Notifications related to Learning Management System activities.
- Contract Notifications: Alerts regarding contract approvals, rejections, and expirations.
- Reward Setup: Updates related to configuring the reward program, including changes to eligibility criteria, reward structures, and program settings.
- Rewards Calculation: Updates on the calculation of rewards, including earned amounts, adjustments, and processing details.
- Technology Partners Directory: Alerts for new technology partners and updates in the directory.
- Partner Program: Notifications about changes and updates in partner programs.
Partner Settings
Configure partner types and classifications for streamlined identification and management.
Partner Statuses
Define a partner's proficiency level—beginner, intermediate, or expert—to categorize their expertise.
Partner Types
Specify the partner’s role, such as reseller, implementation partner, referral partner, or another category.
Partner Groups
Create additional subcategories within partner types for more detailed segmentation.
Provider Products
List all software solutions or products your organization offers to partners.
Partner Tiers
Assign tiers to indicate a partner’s value or priority level. This classification also determines their placement within the partner directory.
Partner Profile Requirements
Establish the eligibility criteria for prospective partners, ensuring alignment with your business requirements before inclusion in the directory.
Click on "Add requirements" to get started with adding and posting.
Template Settings
Pre-configuring templates simplifies the process of responding to partner applications or invitations. This enables the quick selection of pre-written responses when notifying partners of acceptance or rejection via email.
Use one of the sections above to create a template for different scenarios.
Referral Settings
Referral Settings allow businesses to customize their referral management process. This section enables the configuration of referral workflows, tracking options, and reward structures, ensuring a seamless referral experience for both the company and its partners.
Referrals Custom Form
The Referrals Custom Form feature provides businesses with the flexibility to design personalized referral submission forms. Companies can define specific fields, requirements, and criteria to streamline referral data collection, ensuring accurate and structured information intake.
Rejection Reasons
The Rejection Reasons feature enables companies to define and standardize reasons for declining a "referral" or a "deal". By customizing rejection categories, businesses can ensure transparency, maintain consistency in decision-making, and provide meaningful feedback to partners.
Security Updates
Recent security enhancements have been implemented to strengthen the platform's safety and resilience against potential threats. These updates focus on improving data protection, fortifying defenses, and safeguarding user information. Ongoing improvements to security measures ensure a safer and more reliable experience for all users.
- XSS Prevention: Enhanced Cross-Site Scripting (XSS) prevention measures have been implemented to prevent malicious scripts from being injected into the platform, ensuring data integrity and user safety.
- Session Expiration: Automatic session expiration after one hour of inactivity has been implemented to enhance security. This requires re-authentication, reducing the risk of unauthorized access.
- Penetration Testing: The platform has undergone rigorous penetration testing to identify and address potential security vulnerabilities. All critical, high, and medium-severity concerns have been resolved.
Benefits:
- Improved protection against malicious attacks.
- Enhanced data security and user privacy.
- Increased platform reliability.
- Reassurance: Reassure users that their data is safe and that the platform is regularly monitored for security threats.
If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, 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.