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Partners

Super admin only

Partner admins do not see this menu.

Partners are reseller / regional operators. Organizations and related commercial data hang off a partner.

List partners

  1. Open Partners in the sidebar.
  2. Browse or search the list.
  3. Use Edit to update a partner, or create a new one.

Create a partner

  1. Click New / create partner.
  2. Fill in partner details (name and any required fields on the form).
  3. Save.

After a partner exists, assign partner-admin users (via your account provisioning process) and create organizations under that partner.

Edit a partner

  1. Open the partner from the list.
  2. Update fields.
  3. Save.

Tips

  • Create countries before or alongside partners if pricing and plans are country-specific.
  • Partner admins only see their own partner’s organizations and catalogs — keep partner records accurate.

Cliniify CRM user documentation