Admin panel

The Admin Panel in Partnerplace is designed for administrators to customize and control various aspects of the platform. This document provides an overview of the functionalities available within the Admin Panel, enabling efficient platform management tailored to your organization's needs.

Key Functionalities

General settings:

• Modify the platform's core settings, such as the default currency and company information.
• Manage the main administrator's credentials and contact details.
• Implement changes across the platform with the "Save Changes" feature.

Partner manager roles:

• Add and manage Partner Managers who will oversee partnerships.
• Detail their access level, contact information, and associated roles.

Partner types management:

• Define and categorize partner types to align with your business model (e.g., Reseller, Distributor).
• Customize commission structures and tiers for different partner categories.

Lead forms configuration:

• Create custom lead forms to capture essential information tailored to different partner types.
• Set default forms for streamlined data entry and management.

Branding personalization:

• Upload and manage brand logos to maintain visual consistency across the portal.
• Customize the color scheme and font styles to match your corporate identity.

Usage Scenarios

Platform personalization:

• Tailor the portal’s look and feel through branding options to enhance user experience.

Data management:

• Use lead forms to ensure the capture of relevant data points for effective lead management.

Partner structuring:

• Categorize partners accurately to reflect their roles and contributions within your sales ecosystem.

Troubleshooting

Regular checks and updates are recommended to ensure the settings remain current. If administrators encounter issues within the Admin Panel, such as saving settings or uploading brand assets, verifying user permissions and consulting the support (support@partnerplace.io) are the initial recommended steps.

Conclusion

The Admin Panel is a powerful and indispensable part of the Partnerplace portal. It provides administrators with the control necessary to maintain the platform's efficiency, relevance, and alignment with strategic business goals. Leveraging the Admin Panel's capabilities results in a platform that supports streamlined operations and a cohesive partner management experience.