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.
A partner experience in Limio is a personalised journey where:
Secure Login: Partners access the portal through a secure identity provider.
Custom Pricing: Partners view pricing tailored to their organization.
Order Placement: Partners place new orders using a dedicated checkout flow.
Customer and Subscription Management: Manage all customer details and subscriptions through Limio Self-Service.
Subscription Upgrades/Downgrades: Partners can upgrade or downgrade customer subscriptions.
Add-On Purchases: Process additional purchases on customer subscriptions.
Subscription Cancellations: Partners can cancel customer subscriptions.
The Limio partner experience setup is fully compatible with the Page Builder, 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 integrates effortlessly with platforms like Zuora, Stripe, and Salesforce. This integration streamlines the customer lifecycle, from order placement and invoicing to subscription management and CRM visibility.
You can also create new partner orders via the API. This is helpful if your product is being white-labeled from a partner's external system and they want to submit orders directly in Limio without a UI interface.
If you are setting up Partner Portal for the first time, we recommend to read:
A partner organisation is the account you use to scope access and data to a specific partner.
Each partner organisation has a unique Partner Organisation ID.
Partner pages use this ID to:
Filter offers a partner can buy.
Filter customers and subscriptions a partner can view.
Attribute orders and downstream billing/CRM records to the right partner.
To set up partner organisations and partner users, see Creating and Managing Partners.
Partner Portal pages are protected with a partner authentication provider.
Learn how to configure and apply partner authentication: Creating Partner-Specific Pages
Partner Portal supports partner-specific pricing for net new orders as well as expansion and renewals. Learn more at Creating Partner Offers.
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