Partner enablement in PartnerOS gives you a structured way to educate your partners, certify their knowledge, and share proof points from real customer wins. The Enablement section is split into two areas: Trainings (which includes certifications and specializations) and Case Studies. Partners access all published content through their portal view of the same page.Documentation Index
Fetch the complete documentation index at: https://docs.partneros.ai/llms.txt
Use this file to discover all available pages before exploring further.
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
Go to Enablement
In the left sidebar, click Enablement. The main Enablement page opens with metrics at the top and your training catalog below.
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.
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.
| Content type | When to use |
|---|---|
| Video | Embed a hosted video URL |
| Article | Write rich text content directly in PartnerOS |
| Quiz | Create a multiple-choice assessment |
| Document | Link to or upload a reference document |
| Generated video | Use PartnerOS AI to build a narrated slide deck |
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.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.
Set validity (optional)
Enter a Validity period in months if the certification expires. Leave this blank for certifications that never expire.
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.Add trainings
Select one or more published trainings to include. Use drag and drop to set the order in which partners should complete them.
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
Find the case study
Use the vertical, use-case, or segment filters to locate the case study you want to share.
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.
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.