Company Profile
The Company Profile section under Settings allows businesses to manage user roles and access within the Partner Portal. Previously, this section included additional settings, but it is now streamlined to focus on User & Roles management.
Users & Roles
The Users & Roles section provides tools for managing team members and assigning appropriate access permissions. Administrators can create user accounts, define roles, and set access levels to ensure that each team member has the necessary permissions to perform their tasks while maintaining security and data integrity. This feature helps streamline internal workflows and enhances collaboration by ensuring that only authorized users can access specific sections of the portal.
Notification Settings
Notifications
The Notification Settings allow businesses to configure automated alerts and updates for key activities within the Partner Portal. Notifications ensure that users stay informed about important events, helping them respond promptly to changes, approvals, or actions required.
Types of Notifications:
Referrals and Deals Notifications: Alerts related to the submission, approval, rejection, and status updates of referrals and deals.
Partner Profile Management Notifications: Updates regarding changes to partner profiles, ensuring administrators and partners are aware of modifications.
Provider Notifications: Alerts regarding provider activities, such as status updates or onboarding progress.
LMS Notifications: Notifications related to training modules, course completions, and learning management activities.
Contract Notifications: Alerts regarding contract approvals, expirations, renewals, or required actions.
Technology Partner Directory Notifications: Updates regarding changes, additions, or modifications in the technology partner directory.
Enabling and Customizing Notifications
Internal vs. Email Notifications
Users have the flexibility to choose how they receive notifications:
- Internal Notifications: Appear within the Partner Portal as in-app alerts. Users can access these notifications through the dashboard or notification center.
- Email Notifications: Sent to the user’s registered email address, ensuring updates are received even when they are not logged into the portal.
Customizing Notification Preferences
Users can customize their notification settings based on their preferences. This includes:
- Turning Notifications On/Off: Users can enable or disable specific notification types as needed.
- Selecting Notification Channels: Users can choose to receive alerts through internal notifications, email, or both.
- Managing Frequency: Some notifications allow users to set preferences for real-time updates, daily summaries, or weekly digests.
- Highlighting Important Alerts: Certain notifications can be prioritized or marked as critical to ensure they are not missed.
How to Customize Notifications
- Go to Notification Settings: Navigate to the settings menu within the Partner Portal.
- Select Notification Preferences: Choose the type of notifications you want to enable or disable.
- Set Delivery Preferences: Decide whether to receive notifications via email, internal alerts, or both.
- Save Changes: Confirm the settings to apply the changes.
With these options, users can personalize their notification experience to ensure they receive relevant and timely updates.
Provider Settings
The Provider Settings section enables businesses to categorize, manage, and monitor their providers. This includes defining provider statuses and types, ensuring that all providers are classified according to their expertise, role, and function within the organization’s ecosystem.
Provider Statuses
Provider Statuses indicate the level of expertise or proficiency a provider has with the company’s product or service. Businesses can categorize providers as beginners, intermediates, or experts based on their experience, engagement, and competency. This classification helps in identifying the right providers for specific tasks and collaborations.
Provider Types
The Provider Types section allows businesses to categorize providers based on their function or role. These classifications help in organizing providers efficiently and ensuring that businesses can easily identify the right provider for a given requirement. Providers can be categorized as implementation partners, resellers, referral partners, or other relevant classifications based on their involvement with the company.
Note:
To accept Software Provider invitations, users must update both Provider Status and Provider Type in Provider Settings.
Template Settings
The Template Settings section provides predefined email templates for common communications within the Partner Portal. These templates ensure consistency and professionalism in messaging, reducing manual effort while maintaining clear communication with partners and providers.
Note:
Key Features:
Fields Dropdown: Customize emails using Parameters, Referral ID, Referral Name, Accept Link, etc. to personalize messages.
Send Test Email: Use the "Send Test Email" button to preview how the email will appear before finalizing.
Referrals
This template is used for sending email notifications when a referral is rejected. It ensures that the reason for rejection is clearly communicated to the partner, maintaining transparency and professionalism in the referral process.
Deals
Similar to the referral template, this email template is used for rejecting deals. It provides structured messaging that informs partners of the rejection, along with relevant details or next steps, if applicable.
Referral Settings
The Referral Settings section allows businesses to customize their referral management process, ensuring smooth handling of incoming referrals. Organizations can configure referral tracking, processing workflows, and rejection criteria to maintain efficiency and consistency in their partner relationships.
Rejection Reasons
Rejection Reasons help businesses maintain a structured approach when declining referrals or deals. There are two primary rejection categories:
- Referral Rejections: Used when a submitted referral does not meet business criteria or partnership requirements.
- Deal Rejections: Applied when a proposed deal does not align with the company’s needs, terms, or expectations.
By defining specific rejection reasons, businesses can ensure transparency, provide constructive feedback, and improve the overall quality of referrals and deals received.
Referral Custom Forms
This feature allows businesses to design and implement customized forms for collecting referral information. Companies can specify required fields, data input types, and validation criteria to ensure accurate and structured information collection. This feature enhances the referral intake process by enabling businesses to capture all necessary details for evaluation efficiently.
Note:
Key Features:
Drag & Drop Field Addition – Easily add new fields by dragging them from the available options into the form.
Reorder Fields – Change the field order by dragging and dropping them into the preferred sequence.
Referral/ Deal Settings
This section provides additional configurations for managing referrals and deals within the Partner Portal. Businesses can define approval workflows, set up validation rules, and configure integration settings to optimize the handling of referrals and deal submissions. These settings ensure that all partner interactions follow a structured, efficient, and standardized approach.
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.