What enablement covers
Training modules are self-paced courses made up of individual lessons. Each lesson can be a video, article, quiz, document, or an AI-generated video slide deck. You control the order of lessons within a training and can publish or unpublish content at any time. Specializations group multiple related training modules into a learning path. Partners who complete a specialization unlock any certifications that require it. Certifications are credentials you issue to partner contacts who complete a required training or specialization. Each certification can have a validity period (in months), after which the credential expires and requires renewal. Case studies are written narratives tied to closed deals. They capture the customer challenge, your solution, the partner’s contribution, and the business outcomes. You control whether each case study is visible only to your internal team or also to the relevant partner.Create and publish a training module
1
Go to Enablement
In the left sidebar, click Enablement. The main Enablement page opens with metrics at the top and your training catalog below.
2
Create a new training
Click New training. In the dialog that appears, enter:
- Title — the name of the training module.
- Description — a short summary of what the training covers.
- Estimated duration — the expected time to complete in minutes.
- Cover image — an optional image shown in the partner-facing catalog.
3
Add lessons
Open the training and click Add lesson. For each lesson, choose a content type and fill in the details:
Add as many lessons as you need. Drag and drop the lessons to reorder them — the order you set here is the order partners see them.
4
Publish the training
When the training is ready for partners, toggle Published on and save. Published trainings appear in the partner-facing catalog immediately.
Partners can only enroll in and complete published trainings. Drafts are invisible to partner contacts.
Create a certification
Certifications are earned automatically when a partner contact completes the required training or specialization. You can also issue certificates manually.1
Open the Certifications tab
On the Enablement page, switch to the Certifications tab.
2
Click New certification
Enter a title and optional description. Then link the certification to a prerequisite:
- Required training — the partner contact must complete this specific training to earn the certificate.
- Required specialization — the partner contact must complete all trainings in this specialization.
3
Set validity (optional)
Enter a Validity period in months if the certification expires. Leave this blank for certifications that never expire.
4
Publish
Toggle Published and save. Once published, PartnerOS issues certificates automatically when the prerequisite is met.
Issue a certificate manually
If you need to grant a certificate outside the normal completion flow — for example, to recognize prior experience — open the certification, click Issue manually, select the partner contact, and confirm.Create a specialization
A specialization bundles multiple trainings into an ordered learning path.1
Go to the Specializations tab
On the Enablement page, click Specializations.
2
Click New specialization
Enter a title, description, and optional cover image.
3
Add trainings
Select one or more published trainings to include. Use drag and drop to set the order in which partners should complete them.
4
Publish
Toggle Published and save. Partners see the specialization in their learning path alongside individual trainings.
Add case studies
Case studies are generated automatically from closed deals, but you can also create and edit them manually.Auto-generated case studies
When a deal is marked closed-won in PartnerOS, the system can generate a case study narrative using deal details and partner context. The narrative covers the customer challenge, the proposed solution, the partner’s value-add, and measurable outcomes. Generated case studies start as internal only — you control when to make them visible to the partner.Publish a case study to a partner
1
Go to Case Studies
In the Enablement section, click the Case Studies tab.
2
Find the case study
Use the vertical, use-case, or segment filters to locate the case study you want to share.
3
Set visibility
Open the case study row action menu and choose Publish to partner. The case study moves from Internal only to Partner visible and appears in the relevant partner’s portal view immediately.
4
Unpublish if needed
To retract a case study, open the same action menu and choose Unpublish from partner.
A partner contact only sees case studies where the
visibility field is set to Partner visible and the case study is linked to their partner organization.Regenerate a case study narrative
If deal details have changed or the initial narrative needs improvement, open the case study and click Regenerate. PartnerOS rebuilds the narrative using the current deal data.How partners access enablement materials
Partner contacts log into the PartnerOS partner portal using the account provisioned when they were added as a primary contact. Once logged in, they see the Enablement page in partner view, which includes:- Learning path — a list of available trainings and specializations with progress indicators and a Start or Continue button for each item.
- My credentials — a list of earned certifications, each with the issue date, expiry date (if applicable), and a shareable validation link.
- Case studies — case studies marked as Partner visible and linked to their organization.