Guide: Partner Portal
You can create a dedicated partner experience in Limio, where each partner accesses their own Offers, places orders via a custom Partner Checkout, and views existing customers and subscriptions through a tailored Self-Service experience. This guide walks you through the configuration steps and how to test the setup.
What is the partner experience?
A partner experience in Limio is a personalised journey where:
Partners log in via a secure identity provider
They see Offers tailored to their partner organisation
They place orders through a dedicated checkout flow
They view all their customers and subscriptions associated with their partner organisation using Limio Self-Service
The Limio partner experience setup is fully compatible with the , allowing you to design branded pricing, checkout, and Self-Service pages for specific partners without writing code. For advanced use cases, you can extend pages using and the to build dynamic, identity-aware functionality.
Limio’s native integrations with and ensure a seamless customer lifecycle, from partner order placement to invoicing, subscription management, and CRM visibility.
You can also create new partner orders via the . This is helpful if your product is being white-labeled from a partner's external system.
How do I set it up?
Step 1: Add partner organisations and partner users
Add partners by following this guide:
Step 2: Create offers
Create for the partner by following this guide:
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:
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
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 a customer's subscription, please follow this guide:
How do I test it?
Navigate to the partner pricing page
Log in using the identity provider
Place an order
Check:
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.
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