Guide: Set up a Partner Portal

This guide walks you through the configuration steps and how to test the setup.

Step 1: Add partner organisations and partner users

Add partners by following this guide: Creating and Managing Partners

Step 2: Create offers

Create for the partner by following this guide: Creating Partner Offers

Offers are scoped to a partner by using the offer attributes Sales Channel and Eligible Partners.

To make configuration easier, we recommend:

• offers should direct to a partner-specific checkout page (e.g., the tag you create in step 4b below)

• offers that will be presented on the same partner offer page should have the same offer label

Step 3: Configure partner authentication

In order to restrict your partner pages so that end customers cannot access those pages, you'll need to set up special partner authentication. Any partner pages will need to use that partner authentication.

Configure partner authentication by following this guide: Creating Partner-Specific Pages.

Step 4: Create partner pages

a. Configure pricing pages

• Create 1 pricing page per group of offers you want to sell

  • For example, if you have 3 partner organisations, and you sell 3 offers to 1 partner at a specific price point, and 3 different offers to the other 2 partners at a different price point, you should have 2 offers pages.

• Ensure that each pricing page corresponds to the correct offer label

• Ensure your pricing page is authenticated with the authentication method you set up in step 3 (see step 3 guide for a step-by-step guide)

b. Configure a partner checkout page

• Create 1 partner checkout page. Typically, 1 checkout page can be used for all of your partners

• Ensure that all partner offers route to this page in the offers' checkout configuration attribute

c. Configure a Partner Portal for in-life self-service

Your Partner Portal configuration will depend on what you want your partner users to be able to do.

For each Partner Portal page you create, please ensure it is authenticated with the partner authentication from step 3.

• If you want your partner users to see all of the organisation's customers, use the Partner Customers Table

• If you want your partner users to see all of the organisation's invoices, use the Partner Invoices Table component.

• If you want your partner users to be able to update or cancel a customer's subscription, please follow the guide for self-service and configure for update subscription flow here: Self Service Overview

How do I test it?

1. Navigate to the partner pricing page

2. Log in using the identity provider

3. Place an order

4. Check:

System	What to expect
Limio	All Limio objects created (order, customer, subscription, schedules, etc) will reference the partner organisation ID.
Zuora	An Account is created for the subscription, mapping to the end-customer (1:1 mapping applies if enabled). The parent account will be the Zuora Account ID of the partner organisation. If the Invoice Owner will be the partner organisation or the end customer, depending on the partner organisation's configuration in the Limio Partner Management Tool (step 1 above).
Salesforce	If you are using the , then a new Salesforce Account and Contact are created for the end customer. The ParentId field will be populated with the Salesforce Account ID of the partner organisation, if configured in the Limio Partner Management Tool (step 1 above).

Limio is actively working on improving the partner portal experience to enable more administration flexibility, more granular reporting, more flexible integrations into third-party applicants, and more automation.