How do I set up the Partner Portal? (Step-by-step)

The Partner Portal lets your partners or clients (set up as Assessment Managers) log in, manage their own responses and cohorts, and optionally self-register and manage their own branding. This article gives the end-to-end setup path. For an explanation of every individual setting, see Configuring the Partner Portal. For what managers see once they log in, see Using the Partner Portal.

Before You Start

The Partner Portal is built on the Organizations feature, so both must be enabled. Decide in advance:

• How partners are onboarded. There are two ways:
  • Self-registration - partners create their own organization and login from a link you publish. This path uses a Model Organization and Model User as templates that the system copies for each new partner (Steps 2 and 3).
  • Manual setup - you create each partner's organization and Assessment Manager yourself. There is no template to set up: you skip Steps 2 and 3 and instead create each real organization (Managing Organizations) and manager (Managing Users and Permissions) directly.
• How partners will pay for responses, if at all (unlimited, allocated, or purchased through Allotments).
• Which assessments partners should have access to.

Step 1: Enable Organizations and the Partner Portal

1. Go to Site Settings > Features > General.
2. Tick Use Organization.
3. Tick Use Partner Portal.
4. Save. An Organizations tab and a Partner Portal tab now appear under Features.

Step 2: Create a Model Organization (self-registration only)

Every Assessment Manager must be linked to an organization, so you need at least one organization before you can create the Model User in the next step. Create a template organization (for example named Model Organization) for the Model User to belong to.

1. Open the Organizations tab (Site Settings > Features > Organizations).
2. Add an organization to act as the model. Give it a name, and set its parent or level and its resource allocation as appropriate.
3. Save.

For detail, see Managing Organizations.

Step 3: Create a Model User (self-registration only)

When a partner self-registers, the system copies an existing Assessment Manager to build the new user. You need this template user before you can turn on self-registration. A Manager must be assigned both an organization and at least one assessment.

1. In User Management, create (or choose) an Assessment Manager whose settings represent what a new partner should have.
2. Assign the Model Organization from Step 2, and select the assessments this user can access along with any access restrictions. The assessments and restrictions are copied to every self-registered partner.

For detail, see Managing Users and Permissions.

Step 4: Configure the Partner Portal Settings

On the Partner Portal tab, set the options that apply to you. The most important are:

1. Allow External Organization Creation - tick this to let partners self-register. It generates a Copy URL link for your website.
2. Model User - select the user from Step 3. This is required if self-registration is on.
3. Default Resource Allocation - choose Unlimited, Allocated, or Can Be Purchased, depending on how partners obtain responses.
4. Allow Organization Self-Management / User-Management / Drivers / Classifiers / Roles - tick each capability you want partners to manage themselves through the Organization Settings menu.

Every field is explained in Configuring the Partner Portal.

Step 5: Set Up the Self-Registration Link (if used)

1. With Allow External Organization Creation on, click Copy URL to get the self-registration link.
2. To make new organizations children of an existing group, append the organization encrypted key from the Organization Edit form. Change the first character of the key from & to ? when it is the only parameter on the URL.
3. Place the link on your website or send it to partners.

Step 6: Add Portal Text and Help (optional but recommended)

In Site Settings > Features > Site Text, set up the text partners see:

• Partner Portal Initiation Text - shown on the self-registration screen.
• First Time Assessment Manager - a dialog shown the first time a manager logs in.
• Assessment Manager Help - adds a Help link in the manager's menu.

Step 7: Restrict Organization Settings per Manager (optional)

The Organization Settings menu appears for all managers by default. To hide it for a specific manager, edit that user in User Management and tick Hide Organization Settings. See Managing Users and Permissions.

Step 8: Test the Flow

1. Open the self-registration URL and create a test partner organization and login.
2. Log in as that manager and confirm they see only their assessments, can invite responses, and can access the Organization Settings you enabled.
3. If two-factor authentication is required in Site Settings > Users, confirm it is enforced on login.

Once tested, your Partner Portal is ready to share.

Related Articles

• Configuring the Partner Portal - the full settings reference.
• Using the Partner Portal - the manager experience once logged in.
• Managing Organizations - the structure the Partner Portal is built on.
• Managing Users and Permissions - creating and restricting Assessment Managers.