PRM

PRM — Partner Management in the Suger Console — is where you recruit companies to sell with you, give them a branded portal to work in, and keep track of what each side owes the other. In the Suger Console it is split in two: Settings → Partner, where you define the program once — your partnership profile, branding, registration form, tiers, commission plans, and file-sharing defaults — and Partners, where you run it day to day through discovery, invitations, journeys, training, deal registrations, and partner co-sells.

Read the grouping below carefully, because these pages are written for two different readers. Most of them are for you, the seller running the program in the Suger Console. Four of them are written for your external partner, describing what they see in the portal you give them — they are collected in their own group at the end, and are the pages to hand to a partner rather than follow yourself.

Start here

1. Navigate the Partner Console — a tour of both areas and the order a partner relationship moves through them.
2. Complete Partnership Profile — the company identity, relationship type, and capabilities partners see before anything else.
3. Invite Partners — get your first partners into the network, one at a time or in bulk.
4. Register a Deal with a Partner — the first real transaction between you and a partner.

Set up your program

• Brand Settings — brand colors and tagline; these apply to your partner profile, banner, sidebar cards, and white-label portal only.
• Customize the Partner Portal Overview — branding decides how the portal looks; this decides what’s on it — which cards a partner lands on, in what order, and what they say.
• Partner Portal Login Page — an optional branded sign-in URL you can share directly or embed on your own site.
• Add Portal Users — how someone gets into the Partner Portal: automatically when their email matches a connected domain, or by invite from Users & Roles.
• Connect Slack for Your Partners — map a Slack channel to each partner so Suger can post co-sell activity, internal notes, and broadcasts where they already work.

Decide the terms partners work under

• Set Up and Manage Commission Plans — standard defaults that apply to everyone, plus custom plans that override them for specific partners.
• Partner Tiers — levels such as Registered, Silver, Gold, and Platinum; each partner sits in one tier at a time and can see it.
• Set Your File Sharing Defaults — choose who can see each file category once, so every new upload to Partner Files inherits the right setting.

Recruit partners into your network

• Partner Discovery — find candidates three ways: AI-assisted recommendations from your existing data, resellers you already transact with on a marketplace, or Salesforce accounts you have flagged as partners.
• Partner Registration Form — a hosted apply form with its own URL and an embed snippet, so partners can come to you.
• Track Partner Collaborations — follow the invitations you have sent and received, and accept, decline, or cancel them.
• Sync Partners from Salesforce — mark which Salesforce accounts count as partners so they appear in discovery, and optionally pull their documents into your file library.

Work with partners day to day

• Work a Partner Record — the partner detail page end to end: its sections rail, the commission tiles that split what you owe from what you’re owed, agreements, and shared events.
• Send a Broadcast to Your Partners — send one message to every partner’s Slack channel at once, then track replies and reactions partner by partner.
• Create and Share Partner Events — webinars, training sessions, and field events: share them with all partners, specific partners, or a tier, and see who’s coming.

Register and settle deals

• Track and Respond to Deals — the Partner Co-Sells list: filter by direction and status, approve or decline what partners send you, and manage a deal once it is live.

Onboard, train, and certify partners

• Create and Assign Partner Journeys — build a reusable onboarding playbook once as a template, then assign it to partners.
• Track Journey Progress — check where an assigned partner stands and tick off steps as they finish them.
• Build a Partner Training Course — author lessons in Suger’s editor, or upload a course you already built elsewhere as a SCORM package.
• Share and Monitor Partner Training Courses — publishing is not the same as sharing; choose which partner organizations can enroll, then watch their progress.
• Partner Certifications — create certificates, attach them to courses, and see which learners have earned one.

What your partners do in the portal

These four pages describe the partner’s view of the branded portal. Send them to a partner; do not follow them yourself expecting the Suger Console.

• Submit a Deal Registration (Partner) — the partner’s side of deal registration: fill in the form, request the support they need, then follow the opportunity in Co-Sell.
• Take a Partner Training Course — how a partner finds courses under Training → From Partners, assigns them to teammates, and works through the lessons.
• View Your Team’s Earned Certificates — how a partner checks which certificates their team holds, whether any are expiring, and prints a copy.
• Track Your Assigned Partner Journey — how a partner reads the journey you assigned them and sees what is expected at each step.

Who can use Partner Management

Partner Management is gated by your organization role, and the gate is on reading, not just on saving. Every endpoint behind these pages requires one of the partners.* permissions, and the standard Viewer role holds none of them — so a Viewer does not see the partner workspace at all, rather than seeing it and being refused at the save.

A custom role can carry any subset of these — see Custom Role with Granular Permissions. If Partner Management shows “You don’t have access”, your role is missing partners.read; an Admin in your organization can change it under Settings → Users.

Scope and limits