Partner & Reseller Portals
Partner and reseller portal development for businesses that work through a channel — distributors, resellers, agents and franchisees — giving them authenticated access to shared assets, performance data, deal registration, training materials and collaboration tools while keeping the relationship organised at scale.
External partner login areas
Authenticated partner portal with separate login from the internal employee system — partners register, are approved, and gain access to the specific content and tools their tier entitles them to. Company staff can see all partner activity; partners see only their own data.
- Partner registration form with company and contact details
- Admin approval or automated approval workflow
- Partner tier levels: Silver, Gold, Platinum with different access
- Separate portal domain or subdomain from main company website
- SSO option for partners using their own identity provider
- Partner account management: contact details, billing, agreements
- Partner user management: multiple users per partner company
- Access control enforcement per tier with clear upgrade path
Partner onboarding workflows
Structured partner onboarding process that guides new partners through registration, agreement signing, product training, certification and first-deal enablement — with progress tracking for both the partner and the internal partner manager.
- Onboarding checklist with step-by-step guidance
- Agreement review and digital signature
- Mandatory product training completion requirement
- Certification completion before deal registration enabled
- Partner manager assigned at onboarding start
- Onboarding progress dashboard for partner managers
- Welcome kit and quick-start guide in portal
- Time-to-ready tracking: how long onboarding takes per partner
Collaboration & messaging tools
Communication tools within the partner portal — deal discussion threads, direct messaging to the assigned account manager, support ticket submission and partner community forums for peer-to-peer knowledge sharing.
- Messaging with assigned account manager or support team
- Deal-specific discussion thread between partner and manager
- Support ticket submission with category and priority
- Partner community forum for peer discussion
- Announcement feed from the company to all partners
- Webinar and event invitation and registration
- In-portal chat for real-time support during business hours
- Notification of new messages and support responses
Performance & KPI reporting
Partner performance dashboards showing each partner their own revenue contribution, deal pipeline, certification status and tier progress — motivating performance with transparent metrics and giving company partner managers oversight of the full channel.
- Partner dashboard: revenue, deals, pipeline and tier status
- Tier progression tracker: what is needed to reach next tier
- Deal pipeline report: open deals and expected close
- Revenue trend: monthly performance vs. prior period
- Certification and training completion status
- Company-side view: all partners ranked by performance
- At-risk partner flag: declining revenue or inactive
- Channel performance report for management: total partner revenue
Contract & compliance management
Partner agreement and compliance management — storing signed partner agreements, tracking renewal dates, confirming annual compliance requirements are met and managing the documentation that comes with a regulated channel programme.
- Partner agreement storage and digital signature record
- Agreement renewal date tracking with expiry alert
- Annual compliance confirmation workflow
- Insurance and certification expiry tracking
- Non-disclosure agreement management per partner
- Tier review and upgrade/downgrade documentation
- Partner account suspension workflow with reason
- Compliance status report for legal and audit purposes
Also in Intranets & Internal Portals
Other areas covered under this service.