Service Partner dashboard

An overview of the Service Partner dashboard

Chris England avatar
Written by Chris England
Updated over a week ago

Contents

  1. How to edit your PartnerPage profiles.

  2. Contact requests

  3. How to add partners to your directory

  4. How to customize your directory & settings

How to edit your PartnerPage profiles

When you log into PartnerPage at https://directory.partnerpage.io you will automatically be placed on the "All directory profiles" page which is where you can edit your various listings.

This is where all of your partners that have listed you will be displayed and you can go into each profile and update them. You can also sort this list by 'status' & 'completeness' on the top right of the page.

When you click on a partner from the list you will be able to update a variety of information. For a guide on how to get the most of your directory listing, click here.

Contact Requests

When your profile is selected on your partners directory and a contact request is sent to you there will be an email notification which indicates so. Log into PartnerPage and navigate to the 'Contact Requests' page where you can see a list of all of your new and past contact requests.

When you open a contact request you will see all the information that has been entered by the potential client and from this page you can either accept or decline the request.

How to add partners to your directory

In order to add partners to your directory you can navigate to the 'Find Partners' section which will bring up a list of all technology partners currently listed in the PartnerPage ecosystem.

Click on the 'Add partner' button in order to have them listed on your directory. You can use the search feature at the top to specifically search for the partner you would like to add and if they are not in PartnerPage you will get an option to send them an invitation.

When you click on send an invitation you will need to enter the 'Partner Name' (Company name), their name and their email. This will send an email to the partner to invite them to join your directory.

How to customize your directory & settings

Setting up categories

Click on the Technology Partner Directory tab and click on categories.

You can create a new category by clicking create category on the top right of the page and giving it a name. You can also change the order of your categories by holding the mouse button down on the 6 dots next to the category name and dragging it into the position you want. This will change the ordering on your directory and how it reflects for users.

If you open a category by clicking on it you can change the name or delete it.

Branding

Click on customizations and you will see the Logo & Branding page where you can change the following:

  • Primary color

  • Logo

  • Favicon

  • Custom Domain (Subdomain)

Click on HTML, CSS, JS to open up the page where the Navigation and hero banner can get coded in.

For any additional support please mail support@partnerpage.io

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