Partner Portals

Partners join via portal forms with company details, contacts, and cooperation scope, while existing partners can be added directly. Internal teams review submissions, link agreements, and activate accounts. Designated partner administrators manage users and roles, with central policies governing data and tool access.

Partners access structured materials — product guides, technical documentation, procedures, and compliance information. Required training and knowledge checks allow to unlock certain tools or high-impact activities. The portal records course completion so internal teams understand partner readiness.

Partner program managers configure tier or status levels in the portal and link them to measurable criteria such as performance, capabilities, compliance steps, volume thresholds, or specialization. The portal shows each partner’s current level, highlights gaps, and records status changes over time to keep benefit decisions and partner reviews consistent.

Partners can view performance-linked incentives where applicable, including deal-based commissions, payout history, and progress toward earning thresholds. This allows each partner to track both activity metrics and the financial outcomes associated with their work.

Partners can use a dedicated support area to browse help articles, submit issues, and track progress. Each support case has a dedicated view with updates, comments, attachments, and activity history. Internal teams can create support articles via portal authoring tools or an integrated knowledge system, with tagging and publishing workflows.

Menus, pages, and data views can be adjusted based on partner type, user role, tier, region, and language, so each user sees workspaces and resources relevant to their responsibilities. Responsive layouts keep key tasks usable on both desktop and mobile.

Partners can view new items that require their action in a dedicated dashboard or section of the portal (e.g., sales leads, project inquiries, bid invitations, service requests, or shipment offers). They can accept or decline, update essential details, and request assistance, so both sides stay aligned on ownership and next steps.

Partners register pieces of work they intend to pursue through a dedicated portal form that collects key details (e.g., customer, scope, timelines, products involved). Internal teams can see these submissions in the corresponding portal workspace, spot overlaps, and decide where additional support is needed.

Partners use guided templates to submit standardized actions: pricing or quote requests, project or scope changes, returns, or shipment-related requests. The portal routes submissions to the right owner and lets partners track the status of each request without separate email threads.

Partners submit funding requests with objectives, planned activities, and budgets. Partner program managers review, comment, approve, or decline in their approval workspace. After execution, partners upload proof of performance (e.g., invoices, reports, screenshots). The portal provides partners with request summaries and gives managers consolidated views by partner and period.

Partners use a dedicated document area in the portal to exchange sensitive materials, such as contracts, certifications, drawings, reports, and operational documents, according to the permissions defined for their company. Role-based access rights, version tracking, and expiry reminders ensure each partner sees only the files intended for them and always works with the latest approved materials.

Partners can access co-branding tools and approved marketing materials for customer-facing campaigns. The portal provides ready-to-use templates, brand-compliant graphics, and usage guidelines, helping partners prepare consistent promotional content without separate requests to internal teams.

Internal teams see aggregated views of activity and outcomes across the partner ecosystem, including sales pipelines, project performance, order volume, service levels, and compliance metrics. Partners see their own performance data and trends, supporting planning and continuous improvement.

In-portal copilots let partners ask questions in natural language across documentation, knowledge articles, and program policies. Virtual agents draft responses, surface relevant articles, and summarize complex cases, while assistive tools propose replies and next steps for human support teams, speeding up resolution without giving up decision control to AI.

LLM-based assistants can review incentive claims, MDF requests, and activity evidence to detect anomalies such as duplicate claims, mismatched spend patterns, or activities that do not align with program rules. In regulated industries, models can also assist with partner risk scoring and regulatory mapping, reducing manual audit effort and fraud risk.