One console for every area
Partners, deals, marketing funds, content, training, campaigns, leads, reports and settings are all run from the admin portal.
Your team works in one place instead of a set of separate tools.
Admin console and view as partner
One console for the whole program, and the partner’s view when you need it.
Your team runs partners, deals, funds, content, training, campaigns, leads and reports from one admin portal. When a partner cannot find something, authorized staff can open the portal as that partner and see exactly what they see.
What you can do
View as partner
Authorized staff open the partner portal as a chosen partner sees it, in a session that ends after 30 minutes. A banner stays on screen for the whole session, and every action is recorded under the staff member’s own name.
Support sees the partner’s exact view without asking for screenshots or passwords.
Some acts stay the partner’s own
While viewing as a partner, staff can work on the partner’s behalf, but cannot accept terms, take training or change the partner’s password.
A partner’s agreements and training record are always their own.
On the audit trail
Starting a view-as-partner session, and what is done during it, is written to the audit trail.
You can always answer who did what, and as whom.
Related areas
Partner recruitment, onboarding and management
Bring partners in through a controlled front door and keep one trusted record of each.
Read moreAnalytics and dashboards
Prove the program’s value, and find its weak spots.
Read moreSecurity, tenancy and control
Your data kept separate, and every person limited to what their job requires.
Read moreSee it with your own program.
Book a demo and we’ll walk you through admin console in the admin and partner portals.