Here are some questions we get all the time!
What is an Admin?

Admin is short for administrator. An administrator oversees your entire Partner Portal. Choosing who will act as an admin for your portal is an important decision as they will have full control over it.

What can an Admin see and do?

Administrators can see every lead submission and all payment details available in your partner portal.

Admins have full modification privileges - this allows them to do the following:

  • Add or Suspend Partners, Agents, and Staff from your portal.
  • Edit the settings and internal branding of your portal.

Admins can not do the following:

  • Modify billing details for your account.
  • Enable or remove integrations to your portal.
  • Cancel, upgrade, or downgrade your account.
What is a Partner?

Partners are companies or individuals that refer you business. The partner portal allows you to provide your partners with a central hub so that these companies or individuals can easily send you new business.

Partners are usually agencies, app providers, SaaS Companies, or freelancers.

What can a Partner see and do?

Partners can submit leads for your approval. Partners can track the status of their leads through your sales cycle in real time.

Partners have access to any digital assets you have made available to them in your partner portal.

Partners can see upcoming commission payment amounts owed to them, as well as when those payments will be processed.

Partners can also add and manage their own staff members - what we call agents.

What is an Agent?

An agent is someone who works on behalf of the partner and can be granted access to your partner portal by partners - typically partner staff members.

What can Agents see and do?

An agent can see everything that they and their team have submitted as a company but cannot edit what other agents have submitted.

Agents can be upgraded to a Manager if they require edit access.

What is a Staff Member?

Staff members are just that - your staff. You can decide to add your staff members to the partner portal in order to help you manage your partner program.

We do not limit the number of your own staff you can add to your partner portal.

What can Staff Members see and do?

Staff members are able to edit lead details, post announcements and generally oversee your portal.

Staff members do not have modification permissions, nor can they view your integrations and settings pages, respectively.

Staff members can be upgraded to an Admin.

Can I add Staff with different permissions?

Yes, you can grant your staff members Admin privileges.

What kind of support do I get with my subscription?

All customers receive live chat and email support.

Enterprise customers all have a dedicated manager available for phone support.

Support hours are 9:00 AM to 7:00 PM Eastern Standard Time.

I have found a bug, how do I get help?

Please contact [email protected] for any bug-related issues.

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