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Managing and Creating Partners
Within the Pandium Admin Dashboard you should see a resource called Partners. Here you can manage and create your partner organizations and view details about your partner's integrations and tenants.
To create a new organization, you have two options. One, to simply click the CREATE button to be brought to the partner creation page. Creating a partner like this ensures that any partners are automatically approved and ready to submit integrations once they complete their login steps. There is also the INVITE option, for which setup is the same process; however, partners invited this way will be in a pending status, rather than approved, until they fill out and submit a Partner Form that you've setup. Once answers are submitted, they will be approved and can submit integrations as normal.
On the partner creation screen, you can add in your new partner organization's details, including a primary contact’s name and email address. Upon moving forward, your newly added partner will receive an email to login to Pandium, and prompt them to update their password in Pandium. If the INVITE option was used, immediately after this step is where your partner will see the form you've setup.
To view partner details (such as tenants, activity, integrations, users, and profile) simply click on the partner from the main partner resource page. This will bring you to the Partner Detail view. You can also add additional partner users by clicking the ADD USER button.
The Profile section shows any answers that have been submitted via the Partner Form, if applicable.
To edit a partner, simply click EDIT PARTNER. Here, you’re able to adjust the primary admin as well as add a logo for your partner.
When managing your partner's integrations, you have the opportunity to set custom and/or required questions for these partners to answer before submitting their integration for your review, as well as a partner form that is required to fill out before continuing. These are further explained in the Administrator Settings section. Your partners will see this at the end of their integration creation process.
When partners submit their integration for your review, you'll see the integration in the "In Review" tab within the integrations resource. Here, you can view the details of your partner's integration as well as answers to any of the custom and/or required questions.
As the administrator, you can also provide additional feedback if needed on a partner's integration, or publish if it's approved.
Last modified 2mo ago