Configuring the Partner Portal

Overview

The Partner Portal feature enables partners, resellers, or sub-organizations to manage their own assessments and users through a self-service environment. When enabled, partners can register organizations, manage response allotments, invite users, and customize branding without requiring administrator intervention.

This feature is valuable for:

• Organizations with partner networks or reseller channels
• Multi-location businesses where each location manages assessments independently
• Training providers serving multiple client organizations
• Consultancies enabling client self-service

A. Access the Partner Portal tab

1. Go to Site Settings > Features > General
2. Tick the "Use Partner Portal" checkbox
3. There will be a tab Partner Portal appear under Features

B. Partner Portal Settings

Once you click on the Partner Portal tab, you will see the following settings below:

1. Allow External Organization Creation: If you wish to allow Partners to create their own organization and Select this checkbox.  You can then Copy the URL to place on your website or distribute as you wish.  You can append an organization encrypted key (from the Organization Edit form) if you want the Organization the partner creates to be a child of a grouping you have specified.

   💡Tip: Ensure you change the first character on the Organization encrypted key from an & to a ?.  The Organization encrypted key is often used where there are multiple parameters (and &org= is the correct syntax), here there is on one parameter (and ?org= is the correct syntax)

2. Require Organization Level 1-4: (only appears if Allow External Organization Creation is selected.) If you wish the partner to select the grouping their organization belongs to from a drop down list, select the Level that this list is held on. For example, these may be regions or associations they are member of.  An extra drop down list will be added to the Partner Portal Self Registration screen.   
   • If your selection list is other than Level 1, you should use the Organization encrypted key to specify the level above.

3. Default Resource Allocation: (only appears if Allow External Organization Creation is selected.) Select the Default Resource Allocation for the Organizations Created. The Options are:

   • Are Unlimited - this organization can initiate any number of responses.
   • Are Allocated - this organization is limited to the responses that have been allocated to it using the Allotments function.
   • Can Be Purchased - this organization purchases allotments through the system, using the Allotments function. If this is selected, the Response Prices prompt appears - to select the Price records applicable.  An organization may have multiple prices available due to date range availability or currencies.

   💡Tip: if you are creating a child Organization (either by Using Require Organization 1-4 or by specify an Organization encrypted key in the URL) the system can inherit the Allocation rule and Prices from the parent (and potentially the allocation if one exists.)  If this behavior is required, leave this field as "Are unlimited".
    

4. Response Prices: If the Default Resource Allocation = "Can Be Purchased", then you can set the Allotment Pricing list at the assessment level, under Pricing tab
    
    
5. Model User: (only appears if Allow External Organization Creation is selected.)  THIS IS A REQUIRED FIELD.  Select an Assessment Manager with the settings you wish to copy for the user set up by this process.  This may be an existing user, or a model set up specifically for this purpose. From that user we copy:
   • Assessments they have access to
   •  Any restrictions specified suppressing access.
6. Allow Organization Self-Management: This allows the partner to upload their own branding, Organization Text and the BCC Email address for the organization via an Organization Settings menu item.
7. Allow Organization User-Management: This allows the partner to add users to their organization with the same rights as they have.  This functionality is accessed via the Organization Settings menu item.
8. Allow Organization Drivers Management: This allows the partner to add or edit Drivers values.  This functionality is accessed via the Organization Settings menu item.
9. Allow Organization Classifiers Management: This allows the partners to add and delete classifier values if this is implemented (by at least one Classifier having the Values Set by Organization Checkbox selected).  This functionality is accessed via the Organization Settings menu item.
10. Allow Organization Roles Management: This allows the select the cohort roles applicable to their organization.  This functionality is accessed via the Organization Settings menu item.
11. Adopt Response Logo as Portal Logo: If selected the Organization response logo will be used as the Portal Logo.
12. Organization Text Types: you can add any number of Organization text types to allow partner-related text to be added to the response (included in Question Instructions) and / or Reports using the Organizational Text merge type.  The default text entered here will be used if a response doesn't have an organization specified, or the organization doesn't have text specified. The merge string is {Response.OrganizationText[Text=1]}

C. Related Settings

Organizations

The Partner Portal is built on the Organizations feature. Partners create and manage organizations that define their hierarchy, access levels, and resource allocation. Organizations must be enabled for the Partner Portal to function.

Read more about Organizations.

User Management

The Model User setting in Partner Portal copies permissions from an existing Assessment Manager to automatically configure new partner users. This determines which assessments partners can access and what visibility restrictions apply.

Read more about User Management.