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The Partners page is your central directory for every technology, channel, and reseller relationship your organization manages. From here you can add new partners, update their profiles, organize them by tier or region, and jump directly into a joint business plan — all without leaving PartnerOS.

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Add a partner

1

Open the Partners page

In the left sidebar, click Partners. The partners table loads with all existing records for your organization.
2

Click Add partner

Select Add partner in the top-right corner of the table. The Create Partner drawer opens on the right side of the screen.
3

Fill in the partner details

Provide the following information:
  • Company name — the partner organization’s legal or trading name.
  • Domain — the partner’s website domain (for example, acme.com). PartnerOS uses this to look up company signals and compute fit scores.
  • Type — choose one of Technology, Channel, Reseller, or Referral.
  • Tier — optionally assign a tier (Platinum, Gold, or Silver) or leave it for PartnerOS to evaluate automatically.
  • Region — the primary region this partner serves.
  • Partner manager — the internal team member responsible for this relationship.
4

Add a primary contact

Every partner requires a primary contact at creation. Enter the contact’s first name, last name, and email address. PartnerOS provisions a partner-portal account for this person automatically. They can claim their login via the standard password-reset flow.
5

Save

Click Create partner. The new partner appears in the table and PartnerOS queues a background analysis to compute the partner’s fit and health scores.
Fit and health scores are computed asynchronously after creation. Scores appear in the table once the analysis finishes, typically within a few seconds.

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Edit a partner profile

1

Find the partner

Locate the partner in the table using search or filters (see Filter and search the partners table below).
2

Open the edit drawer

Click the row action menu (the three-dot icon at the right of any row) and choose Edit. The Edit Partner drawer opens.
3

Update the fields

You can change any of the profile fields, including:
  • Name, domain, and logo
  • Type, subtype, category, and industry
  • Stage (Prospect, Onboarding, Active, Scaling, and more)
  • Tier and partner-program track
  • Regions and languages
  • Joint value proposition and key stakeholders
  • Partner manager and partner-side lead
  • Tags
4

Save

Click Save changes. The table row updates immediately. If you changed a field that affects scoring (such as tier, stage, or industry), PartnerOS queues a background score refresh automatically.

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Set a partner’s tier and track

PartnerOS supports two tier assignment modes. Automatic evaluation — if you leave the tier field blank, PartnerOS evaluates the partner against your partner-program tier definitions and assigns the best match. The tier source shows as Auto-evaluated. Manual pin — select a tier or a specific partner-program tier directly in the edit drawer. The tier source shows as Manual and the automatic evaluator will not override your choice.
To return a manually pinned partner to automatic evaluation, clear the tier field and save.

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View the joint plan

Each partner has a dedicated joint business plan that both your team and the partner can collaborate on.
1

Open the partner detail

Click any partner row to open the Partner Detail drawer, or click the row action menu and choose View.
2

Navigate to the joint plan

Inside the detail drawer, click Open joint plan. This takes you to the partner’s dedicated joint-plan page at /partners/joint-plan/[partnerId].
The joint plan page shows quarterly revenue weights (Q1–Q4), pipeline and revenue targets, the executive summary, and key stakeholders. Partner contacts can also log into the portal to view and contribute to the joint plan.

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Filter and search the partners table

Use the toolbar above the table to narrow down your partner list. You can combine any of these filters. To save a filtered view for later, click Save view, give it a name, and it will appear in the saved-views list at the top of the table. You can set any saved view as your default.

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Bulk actions

Select multiple partners using the checkboxes on the left side of each row. The bulk-actions toolbar appears at the bottom of the screen.
Select the partners you want to remove and click Delete selected in the bulk-actions toolbar. Confirm the deletion in the dialog that appears. This action is permanent and cannot be undone.
Deleting a partner removes all associated data from PartnerOS, including contacts, joint-plan entries, and cached scores. This action cannot be reversed.

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Partner applications workflow

PartnerOS lets you publish a public-facing partner application form so prospective partners can apply to join your program.

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Set up the application form

1

Go to Partner Applications

From the Partners page, click Partner Applications in the toolbar, or navigate to /partners/applications.
2

Configure the form

The application builder lets you customize:
  • Field sections — add, remove, and reorder questions. Supported field types include text, email, select, and multi-select.
  • Agreement sections — attach terms or NDAs that applicants must accept before submitting.
  • Design settings — set a banner image or color, choose a font, and adjust banner height.
  • Content settings — write the page title, description, submit button label, and success message.
  • Share settings — toggle whether the form is publicly accessible and whether embed code is available.
  • Notification settings — configure email and Slack notifications so your team is alerted when a new application arrives.
3

Publish the form

Set the publish state to Published and save. Share the public URL or embed code with prospective partners.

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Review submissions

1

Open the submissions list

On the Applications page, switch to the Submissions tab to see all incoming applications in reverse chronological order.
2

Review a submission

Click a submission row to view the applicant’s answers, agreed sections, and any review notes.
3

Accept or reject

Use the status controls to mark the submission as Approved or Rejected. Add review notes to explain your decision — these are stored with the submission record.
Approving a submission does not automatically create a partner record. You still need to add the partner manually via Add partner so you can assign the appropriate tier, track, and primary contact.