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, simply click the CREATE button to be brought to the partner creation page. From here, you can add in your new partner organization's details, including a primary contact’s name and email address. Upon creation, your newly added partner will receive an email, and prompt them to update their password in Pandium.
To view partner details (such as tenants, activity, integrations, and users) 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.
To edit the 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. 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.
Copy link