Track Partner Collaborations

Every invitation you send or receive creates a collaboration thread. Track the ones still waiting from the Pending invitations panel on the All Partners tab, and review every application you’ve received under Applications.

Overview

There is no separate Collaborations page. Invitations and applications show up in two places under Partners:

• The Pending invitations panel sits above the All Partners table. It lists only invitations that are still waiting for a response, so you see what is outstanding in the same place you work your partner list. It shows both directions:
  • Outbound: invitations you sent that are still waiting on the other side.
  • Inbound: invitations another organization has sent you.
• Applications is a list of its own in the Partners rail. It keeps every inbound request, including the ones you’ve already decided, so you can see which applications you accepted, declined, or let expire. See Review Partner Applications.

Open an invitation’s details

1. Go to Suger Console, then Partners.
2. On the All Partners tab, expand Pending invitations. The panel appears only while something is pending, and it opens by itself if you don’t have any partners yet.
3. Click a row:
   • An inbound row expands in place to show what the company sent you — the same details as under Applications. See Read an application. Click the row again to close it.
   • An outbound row opens the thread for the invitation you sent: who it went to, what was asked for, and the message that went with it.

The panel lists up to 50 invitations, newest first. When more are pending, a Showing 50 of N line at the bottom says so.

Each row’s actions sit behind the ⋯ menu in the Actions column: Accept and Decline on an inbound invitation; View details, Resend invitation, and Cancel invitation on one you sent.

Respond to an inbound invitation

Open the row’s ⋯ menu and choose Accept or Decline. They do exactly what Approve and Decline do under Applications (see Review Partner Applications), except that a decline here takes effect straight away, without a confirmation step.

Cancel an invitation you sent

Open the row’s ⋯ menu on an outbound invitation and choose Cancel invitation. Suger asks you to confirm, and warns that the partner will no longer be able to accept it.

Review Partner Applications

Applications is the full history of requests to partner with you. It includes every submission from your public registration form and every invitation another Suger organization sends you in the app. It also holds an application for each company that registers a deal through your public deal registration link without being your partner yet. Rows you’ve decided stay in the list, including the ones you turned down.

1. Go to Suger Console, then Partners.
2. Click Applications in the rail.
3. Pick a status to narrow the list: All, Pending, Accepted, Declined, or Expired.

The table shows each Applicant, their Domain, the Status, when the application was Submitted, and when it was Decided. The newest are listed first, 20 to a page. The list doesn’t show which teammate made a decision.

A row stays Pending until you approve or decline it. If nobody decides within 15 days of its arrival, it can no longer be approved or declined, and a daily check marks it Expired. If the other organization resends an in-app invitation, it comes back as Pending with a new 15-day window.

Read an application

Click the arrow at the start of a row to read what the company sent before you decide. Only one row is open at a time.

For an application from your sign-up form, the panel shows:

• Submitted by — the applicant’s name and email address;
• Company and Company website, which opens in a new tab;
• their answer to Why do you want to partner with us?;
• every other question with its answer, worded as the applicant saw it and in the order the form asks them now. A question you’ve renamed or removed since then comes after the rest. A question the applicant skipped reads Not answered, and a ticked checkbox reads Yes;
• the form it came through — or the deal registration form, for a company that registered a deal through your public link.

An invitation from another Suger organization has no form behind it. Its panel says so, and shows the message the organization sent instead.

When you arrive from the invite wizard’s Review their application link, the list opens on Pending with that application highlighted. See Invite Partners.

Approve an application

Click Approve on a Pending row.

Approving marks the row Accepted and provisions the partner. When provisioning succeeds, Suger reuses and activates a matching partner record if it finds one, and otherwise creates a new active partner record. For an invitation from another Suger organization, both organizations get an active partner record.

For a public-form application, provisioning is best-effort. If it can’t complete (for example, when no domain can be read from the company website or work email), the application still reads Accepted, but no partner record is added.

Decline an application

1. Click Decline on a Pending row.
2. Confirm with Decline application.

A decline can’t be undone, and there is no way to reopen the application from the console. A partner who should have been accepted has to apply again.

The one exception is an application raised by a public deal registration. If you later accept that company’s deal in Partner Co-Sells, the company becomes your partner and its application reads Accepted, even if you had declined it or it had expired.

For a public-form application, the Partnership invite declined email in your Settings → Notification controls whether the applicant is emailed. See Email Notification.

Start a new invitation

Invitations are created from the invite wizard rather than from this panel. See Invite Partners for the single and bulk flows.