Creating and Managing Partners

You can use the Limio Partner Management Tool to create and manage partner organisations and assign partner users. This is useful for supporting third-party resellers or distributors who need to manage subscriptions, offers, and invoices on behalf of their customers.

Each partner organisation is assigned a unique ID and can have one or more associated partner users who are granted access to Limio Shop or Self-Service pages, depending on configuration.

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Creating a partner organisation

A partner organisation represents the business entity you work with (e.g., a reseller or channel partner).

To create a new partner organisation:

1. Go to Settings > Profile > Partners.

2. Click Create Partner.

3. Fill in the required details:

   • Partner organisation name - required

   • Logo (URL) - optional

   • Zuora account ID - required

   • Salesforce account ID - option, although required if you are planning to use Salesforce

   • Zuora Invoice Owner - required

     • Partner - If partner is selected, the resulting subscription in Zuora will have the invoice owner field set to the Zuora account ID of the partner organisation populated above.

     • End customer - If end customer is selected, the resulting subscription in Zuora will have the invoice owner field set to the Zuora account ID of the customer that is created when a new subscription is made.

4. Click Create Partner Organisation.

The organisation is now available and will be assigned a Partner Organisation ID, which will be visible in the partners table.

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Adding partner users

A partner user is an individual who will have access to Limio Shop or Self-Service pages associated with their partner organisation.

To add a user:

1. Go to Settings > Profile > Partners.

2. Click on the organisation you'd like to add users to.

3. Click Create user.

4. Enter:

   • Name

   • Email address - please note that creating multiple partners with the same email address is not allowed

5. Click Save.

Once you add a partner user, the user will be able to log into partner pages using Cognito as an authentication method.

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Editing partner organisations

To edit a partner organisation:

1. Go to Settings > Profile > Partners.

2. Click on the organisation name.

3. Click the pencil icon. The only editable fields are partner organisation name and logo.