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.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.
Add a partner
Open the Partners page
In the left sidebar, click Partners. The partners table loads with all existing records for your organization.
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.
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.
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.
Fit and health scores are computed asynchronously after creation. Scores appear in the table once the analysis finishes, typically within a few seconds.
Edit a partner profile
Find the partner
Locate the partner in the table using search or filters (see Filter and search the partners table below).
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.
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
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.View the joint plan
Each partner has a dedicated joint business plan that both your team and the partner can collaborate on.Open the partner detail
Click any partner row to open the Partner Detail drawer, or click the row action menu and choose View.
Filter and search the partners table
Use the toolbar above the table to narrow down your partner list.| Control | What it does |
|---|---|
| Search bar | Filters by partner name or domain |
| Type filter | Shows only Technology, Channel, Reseller, or Referral partners |
| Status filter | Filters by Active, Pending, or Inactive |
| Tier filter | Filters by Platinum, Gold, or Silver |
| Region filter | Filters by the partner’s primary region |
| Tag filter | Filters by one or more tags you have applied |
| Group by | Groups rows by Type, Tier, or Region with counts |
| Sort | Sorts by Name, Created date, or Tier |
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.Bulk delete
Bulk delete
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.
Partner applications workflow
PartnerOS lets you publish a public-facing partner application form so prospective partners can apply to join your program.Set up the application form
Go to Partner Applications
From the Partners page, click Partner Applications in the toolbar, or navigate to
/partners/applications.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.
Review submissions
Open the submissions list
On the Applications page, switch to the Submissions tab to see all incoming applications in reverse chronological order.
Review a submission
Click a submission row to view the applicant’s answers, agreed sections, and any review notes.
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.