Partner Programs Tab Configuration

The Partner Programs tab enables enrolled partners to view their program participation, current tier status, progress toward qualification criteria, and available benefits through their portal interface. This tab must be properly configured in partner-facing applications to ensure partners can access their enrollment information and track their advancement through your partner tiering programs.

Tab configuration involves adding the Partner Programs tab to appropriate applications, setting visibility permissions, and verifying partner access to ensure seamless integration with partner portal navigation and user experience.

Requirements

To configure the Partner Programs tab, users must be assigned a security role with the following permissions:

• Administrator System Role

Understanding Partner Programs Tab

Tab Purpose and Functionality

Partner Visibility: The Partner Programs tab provides partners with direct access to view their program enrollments, tier placements, criteria progress, and benefit entitlements without requiring administrator assistance.

Self-Service Access: Partners can independently monitor their progress, understand qualification requirements, and track their advancement toward higher tiers, reducing support inquiries and improving partner engagement.

Program Transparency: The tab delivers transparent visibility into program structures, tier requirements, and benefit differentiation, helping partners understand the value of program participation and tier advancement.

Tab Access Requirements

Application Configuration: The Partner Programs tab must be explicitly added to partner-facing applications. It does not appear automatically and requires deliberate configuration.

Security Role Permissions: Partners must have appropriate security role permissions to view the tab and access enrollment information.

Active Enrollments: Partners can only view programs in which they have active enrollments. Partners not enrolled in any programs will see an empty state or no program information.

Configuring Partner Programs Tab in Applications

Prerequisites

Before configuring the Partner Programs tab:

• Ensure Partner Program Tiers module is enabled (Setup > Partner Management > Partner Program Tiers > Enable Partner Program setting)
• Identify which partner-facing applications should include the tab
• Verify partner security roles have appropriate access permissions
• Ensure at least one partner program exists and is active

Accessing Application Configuration

1. Navigate to Setup > Security > Security Roles
2. Select the security role used by partner users (e.g., "Partner User", "Channel Partner", "Reseller")
3. Click Edit to open security role configuration
4. Select the Tab Settings tab

Adding Partner Programs Tab

In the Tab Settings section:

1. Locate the Partner Programs tab in the tab list
2. Configure the tab visibility setting:
   • On - Tab appears prominently in the application navigation bar
   • Off - Tab is accessible but appears only in the "More Tabs" dropdown menu
   • Hidden - Tab is completely inaccessible to this security role

3. Click Save to apply the tab configuration

Configuring Tab in Multiple Applications

If your organization uses multiple applications for different partner types:

Identify Application Strategy:

• Determine which applications should include Partner Programs tab
• Consider partner segmentation (geographic regions, business types, engagement levels)
• Plan consistent tab placement across related applications

Configure Each Security Role:

1. Navigate to each partner-related security role
2. Add Partner Programs tab with appropriate visibility (On/Off/Hidden)
3. Ensure consistent visibility settings across similar partner roles

Application Default Settings:

After configuring tab visibility:

1. Select the App Settings tab
2. Verify appropriate application is marked as Default for partner login
3. Ensure Visible is checked for applications containing Partner Programs tab

Verifying Tab Configuration

After adding the Partner Programs tab:

Administrator Verification:

1. Log into the portal as a test partner user
2. Navigate to the application navigation bar
3. Verify Partner Programs tab appears with expected visibility
4. Click the tab to ensure it loads correctly

Partner User Testing:

1. Request a partner user to log into the portal
2. Ask them to locate and click the Partner Programs tab
3. Verify they can view their enrollment information
4. Confirm tier status, progress, and benefits display correctly

Troubleshooting Visibility:

If the tab does not appear:

• Verify tab setting is set to On or Off (not Hidden)
• Check that partner is enrolled in at least one program
• Confirm Partner Program Tiers module is enabled
• Verify partner user has appropriate security role assigned
• Clear browser cache and refresh the page

Partner Programs Tab User Experience

What Partners See

When partners access the Partner Programs tab, they view:

Program Selector (if enrolled in multiple programs):

• Dropdown menu to switch between different program enrollments
• Program names displayed for easy identification
• Current program highlighted

Current Tier Display:

• Tier badge and name prominently displayed
• Visual representation of tier achievement
• Tier description (if configured in program)

Progress Toward Next Tier:

• Percentage completion indicator
• Visual progress bar or gauge
• Clear communication of advancement status
• Example: "92% to Build" indicates 92% progress toward Build tier

Tier Progression Map:

• Visual representation of all program tiers
• Current tier highlighted for easy identification
• Higher tiers shown to illustrate advancement pathway
• Tier names and badges displayed in sequence

Program Criteria Progress:

• List of all program criteria with current achievement values
• Required threshold values for each tier
• Visual progress indicators showing completion percentage
• Criterion-by-criterion comparison against tier requirements

Available Benefits:

• Benefits available at current tier prominently displayed
• Benefit values formatted appropriately (currency, percentage, yes/no)
• Comparison of benefits across tiers (may be visible depending on configuration)
• Clear communication of rewards at current tier level

Last Calculated Timestamp:

• Date and time showing when progress was last recalculated
• Helps partners understand currency of progress information

Partner Interaction Capabilities

View-Only Access:

• Partners have read-only access to enrollment information
• Partners cannot edit tier placement, criteria, or benefits
• Partners cannot manually trigger recalculation
• All modifications must be performed by administrators

Program Switching:

• Partners enrolled in multiple programs can switch between them
• Dropdown selector at top of page enables easy program navigation
• Each program displays complete enrollment details independently

Progress Monitoring:

• Partners can monitor their progress at any time
• Partners can see how close they are to tier advancement
• Partners can identify which criteria need additional focus

Configuring Additional Tab Properties

Tab Label Customization (Optional)

If you want to customize how the tab name appears to partners:

1. Navigate to Setup > Develop > Translation Studio
2. Select Tabs from the component type dropdown
3. Locate Partner Programs tab
4. Configure custom labels for different languages
5. Save translation configurations

Use Cases for Custom Labels:

• Translating tab name to partner's native language
• Using organization-specific terminology (e.g., "Channel Tiers", "Partnership Levels")
• Aligning tab naming with brand guidelines

Tab Ordering

To adjust where Partner Programs tab appears in application navigation:

1. Navigate to Setup > Security > Security Roles
2. Select the partner security role
3. Click Edit
4. In Tab Settings, use drag-and-drop to reorder tabs
5. Position Partner Programs tab prominently (typically near beginning of navigation)
6. Click Save

Integration with Portal Navigation

Navigation Placement Strategy

Primary Navigation:

• Add Partner Programs tab to main application navigation bar
• Set visibility to On for prominent display
• Position early in tab order for easy discovery

Application Selection:

• Include Partner Programs tab in all partner-facing applications
• Consider dedicated "Partner Portal" application with Partner Programs as featured tab
• Ensure consistent tab availability across partner user experiences

User Experience Considerations

First-Time Partner Experience:

• Partners newly enrolled in programs should see Partner Programs tab immediately after enrollment
• Consider welcome messaging that directs partners to the tab
• Provide guidance on interpreting tier status and progress information

Ongoing Engagement:

• Encourage partners to check Partner Programs tab regularly
• Reference the tab in communications about tier advancement opportunities
• Use tab visibility to reinforce program participation value

Multi-Program Navigation:

• For partners enrolled in multiple programs, ensure dropdown switcher is intuitive
• Test navigation between programs to verify smooth user experience
• Consider naming programs distinctly to prevent confusion

Best Practices for Tab Configuration

Configuration Planning

Pre-Deployment Checklist:

• Verify Partner Program Tiers module is enabled
• Create at least one active partner program
• Enroll test partners for verification purposes
• Configure tab in development or test environment first
• Test thoroughly before production deployment

Security Role Strategy:

• Add Partner Programs tab to all partner-related security roles
• Maintain consistent tab visibility settings across similar roles
• Document which roles have access and visibility levels
• Review role assignments periodically to ensure appropriate access

Testing and Validation

Comprehensive Testing Approach:

• Test with multiple partner security roles
• Verify access from different partner user accounts
• Test with partners enrolled in different programs
• Confirm display accuracy across different browsers and devices
• Test program switching functionality for multi-enrolled partners

User Acceptance Testing:

• Engage actual partner users in testing before full rollout
• Gather feedback on tab placement, visibility, and usability
• Verify partners can easily find and understand their enrollment information
• Identify any confusion or usability issues early

Communication and Training

Partner Communication:

• Announce Partner Programs tab availability when launching programs
• Provide instructions on how to access and interpret enrollment information
• Include screenshots or video demonstrations of tab functionality
• Reference the tab in ongoing program communications

Partner Training:

• Include Partner Programs tab overview in partner onboarding
• Demonstrate how to monitor progress and understand tier status
• Explain how often progress is recalculated and how to interpret timestamps
• Provide FAQ resources about program visibility and access

Troubleshooting Tab Configuration

Tab Not Visible to Partners

Possible Causes and Solutions:

Tab Setting is Hidden:

• Navigate to Security Role > Tab Settings
• Change Partner Programs tab from Hidden to On
• Save security role configuration

Partner Not Enrolled:

• Verify partner has active enrollment in at least one program
• Create enrollment if partner should participate
• Confirm enrollment is saved and active

Module Not Enabled:

• Navigate to Setup > Partner Management > Partner Program Tiers
• Verify Enable Partner Program toggle is active
• Save configuration if enabling

Application Not Assigned:

• Verify partner security role has appropriate application assigned
• Check that application includes Partner Programs tab
• Confirm application is marked as Visible in App Settings

Browser Cache Issues:

• Ask partner to clear browser cache and cookies
• Request partner to log out and log back in
• Try accessing from different browser or incognito mode

Tab Loads but Shows No Information

Possible Causes and Solutions:

No Active Enrollments:

• Verify partner account is enrolled in at least one program
• Check that enrollment has not expired (Expiration Date not passed)
• Confirm program is active (not inactive or deleted)

Program Not Active:

• Navigate to program configuration
• Verify program Status is Active
• Activate program if necessary

Data Access Issues:

• Verify partner user has appropriate data access permissions
• Check that partner can access their own account records
• Confirm security role allows access to enrollment data

Progress Information Not Current

Possible Causes and Solutions:

Recalculation Needed:

• Check Last Calculated timestamp
• If timestamp is old, administrator should trigger manual recalculation
• Navigate to Enrollment Details and click Recalculate

Recent Activities Not Yet Counted:

• Automatic recalculation occurs every 5 minutes after triggering events
• Recent activities may not be reflected until next recalculation
• Administrator can manually recalculate if immediate update needed

Primary User Access Issues:

• Verify Primary Partner User has access to all relevant records
• Check data access permissions for opportunities, leads, courses
• Update Primary Partner User if access is insufficient

Tab Appears in Wrong Location

Possible Causes and Solutions:

Tab Order Configuration:

• Navigate to Security Role > Tab Settings
• Use drag-and-drop to reorder tabs
• Position Partner Programs tab in desired location
• Save security role configuration

Application Settings:

• Verify partner is logging into correct application
• Check that default application is set appropriately
• Confirm tab order is consistent across applications

Maintenance and Ongoing Management

Regular Review Activities

Quarterly Configuration Review:

• Verify Partner Programs tab remains visible to partner roles
• Check that new security roles include appropriate tab configuration
• Review tab ordering and placement across applications
• Test tab functionality with sample partner accounts

Security Role Changes:

• When creating new partner security roles, add Partner Programs tab
• When modifying existing roles, verify tab configuration remains appropriate
• Document tab configuration standards in security role documentation

Partner Feedback Integration:

• Solicit partner feedback on tab usability and placement
• Address reported access or visibility issues promptly
• Consider tab improvements based on partner usage patterns

Documentation Standards

Configuration Documentation:

• Maintain records of which security roles include Partner Programs tab
• Document tab visibility settings (On/Off/Hidden) for each role
• Note any custom tab labels or translation configurations
• Keep history of configuration changes and rationale

Partner-Facing Documentation:

• Create help articles explaining how to access Partner Programs tab
• Provide screenshots showing tab location and expected appearance
• Include FAQ section addressing common access questions
• Update documentation when making configuration changes

Jump to Partner Program Tiers Checklist

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