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PartnerOS is designed to get you from sign-up to a working partner program setup in a single session. The steps below walk you through requesting access, completing the onboarding wizard that generates your strategic profiles, and taking your first actions inside the platform.
1

Request access and create your account

PartnerOS uses an invite-based sign-up flow. Go to app.partneros.com/request-access and submit your name and work email address. Once your request is approved, you’ll receive an email with a sign-up link.Click the link in the email, set your password, and your account is ready. You can also sign in with Google if you prefer.
Use your work email address — not a personal one like Gmail or Outlook. PartnerOS uses your email domain to analyze your company and generate your Ideal Customer Profile during onboarding. A personal email domain will skip automatic profile generation.
2

Complete the onboarding wizard

After you sign in for the first time, PartnerOS takes you directly to the onboarding wizard. The wizard runs three steps automatically:
  1. Ideal Customer Profile — the AI analyzes your company domain and streams a structured customer profile in real time
  2. Ideal Partner Profile — once you confirm your ICP, the AI builds a partner profile that describes what kinds of partners can help you reach those customers
  3. Brand & identity — you provide your company domain (if you signed up with a personal email), display name, logo, and brand colors so your workspace is set up correctly
Review each generated profile before continuing. If the results don’t look right, use the Regenerate button to run a fresh generation, or click Edit with AI to refine specific fields through a chat interface.When you’re satisfied with both profiles, click Confirm & Continue on each step. The wizard saves your results and takes you to the strategy workspace.See Complete your PartnerOS onboarding wizard for a detailed walkthrough of the wizard.
3

Add your first partner

From the strategy workspace, navigate to Partners in the sidebar. Click Add partner and fill in the partner’s details — company name, partner type, and contact information.Your Ideal Partner Profile describes the types of partners that are the best fit for your program. Use it as a reference when evaluating which partners to add first.
4

Connect a CRM integration

Connecting a CRM lets PartnerOS sync partner and deal data automatically, so you don’t have to maintain records in two places.Go to Settings and open the Integrations section. Select your CRM — Salesforce or HubSpot — and follow the authorization steps. Once connected, partner records and pipeline data flow between PartnerOS and your CRM bidirectionally.See the Integrations overview for setup instructions for each supported integration.
5

Explore your strategy workspace

Your strategy workspace is the main hub for your partner program. From here you can:
  • Review and refine your ICP and IPP
  • Generate an executive summary of your partner strategy
  • Monitor partner performance through the Intelligence dashboards
  • Track partner lifecycle stages across your program
Open Intelligence in the sidebar to see your executive dashboard. It pulls together partner performance data and gives you a high-level view of how your program is performing.