Inviting New Partners

Inviting prospective partners to join your channel program gives you the control to target the best candidates to meet your objectives. This simple process allows you to send an invitation email to potential partners that they can then accept or reject. Once the invitation is activated, partners can get right to work, without further intervention. 

1. Navigate to Partner Management > Communications > Invitations. This takes you to the Invited tab of the Partner Explorer.
2. [Optional] Check if the partner has already been invited. You can use search and filter to look for a partner in the list:
   • Enter a text string in the Search field to retrieve partner records.
   • Click on the Status filter for Sent or Partner Declined to find existing invitations.
3. Click Invite Partners > Create Invitation.

4. Enter the partner data: Partner Name, Contact First Name, Contact Last Name, and Contact Email.  If you have added custom fields, more information may be required. 

   As the first user in the partner account, the user will be given your configured default role in the account when the account is created. For information about configuring the default user role, see Setting a Default Role for New Partner Users.

5. Click Send. An invitation email is sent to the contact with a link to your partner invitation form.
   • You get an on-screen notification that the invitation email was sent.
   • Once the partner has accepted the invitation, it no longer displays in the Invited view. 
   • Depending on your Auto-Onboarding settings, the partner will either become an active partner or be added to the Pending Partners list for approval, when they accept your invitation. For more information about auto-onboarding options, see About Pending Partners.

This is an example of the invitation email sent to potential partners. Partners can click Submit Your Application to access the application form and accept your invitation to join you (or decline it). Invitations may contain custom fields and can be branded by your Unifyr One team.