Suger

Track Partner Collaborations

Track every partner invitation you send and manage pending invites from one place.


Overview

Every invitation you send creates a collaboration thread. The Collaborations page is where you track and manage all of them. You can also reach individual invitations from your All Partners page.

Track Invitation Status

  1. Go to Suger Console, then Partners.
  2. Click Collaborations.
  3. Switch between the Threads and Pending Invitations tabs to filter what you’re looking at.
  4. Narrow the list using All Types (Network, Account Overlap, Deal Collaboration) or All States (Sent, Accepted, Declined).
  5. Click the eye icon next to any thread to view its details.

Collaborations page showing the Threads and Pending Invitations tabs with type and state filters

Start a New Collaboration

Click New Collaboration from the Collaborations page to send a new invitation. This opens the same flow covered in Navigate the Partner Console.

New Collaboration button on the Collaborations page

View or Cancel a Pending Invitation

  1. Go to Suger Console, then click Partners.

  2. Click Pending Invitations to expand the list.

    Pending Invitations list expanded on the Partners page

  3. Click the menu next to any pending invitation.

    Options menu next to a pending invitation

  4. From here, you can:

    • Click View details to see the invitation’s details.
    • Click View all in Collaborations to go to the Collaborations page.
    • Click Cancel invitation to cancel the pending invite. This can’t be undone.