# PRM

PRM — Partner Management in the Fours 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 Fours 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 Fours 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](/prm/navigate-the-partner-console/)** — a tour of both areas and the order a partner relationship moves through them.
2. **[Complete Partnership Profile](/prm/complete-partnership-profile/)** — the company identity, relationship type, and capabilities partners see before anything else.
3. **[Invite Partners](/prm/invite-partners/)** — get your first partners into the network, one at a time or in bulk.
4. **[Register a Deal with a Partner](/prm/register-a-deal/)** — the first real transaction between you and a partner.

## Set up your program

- **[Brand Settings](/prm/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](/prm/customize-the-partner-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](/prm/partner-portal-login-page/)** — an optional branded sign-in URL you can share directly or embed on your own site.
- **[Add Portal Users](/prm/add-portal-users/)** — how someone gets into the Partner Portal: through single sign-on, by joining your partner organization on their own, or by being added under **Users & Roles**.
- **[Connect Slack for Your Partners](/prm/connect-slack-for-partners/)** — map a Slack channel to each partner so Fours 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](/prm/commission-plans/)** — standard defaults that apply to everyone, plus custom plans that override them for specific partners.
- **[Partner Tiers](/prm/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](/prm/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](/prm/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](/prm/partner-registration-form/)** — a hosted apply form with its own URL and an embed snippet, so partners can come to you.
- **[Track Partner Collaborations](/prm/collaborations/)** — follow the invitations still pending in either direction, and review every application under **Applications**, including the ones you declined or that expired.
- **[Sync Partners from Salesforce](/prm/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](/prm/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](/prm/broadcasts/)** — send one message to every partner's Slack channel at once, then track replies and reactions partner by partner.
- **[Create and Share Partner Events](/prm/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](/prm/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.
- **[Take Deal Registrations Through a Public Link](/prm/public-deal-registration-link/)** — one link, on your site or in an email, where partners and not-yet-partners register deals without signing in; choose who may submit and how a held deal is decided.

## Onboard, train, and certify partners

- **[Create and Assign Partner Journeys](/prm/create-and-assign-journeys/)** — build a reusable onboarding playbook once as a template, then assign it to partners.
- **[Track Journey Progress](/prm/track-journey-progress/)** — check where an assigned partner stands and tick off steps as they finish them.
- **[Build a Partner Training Course](/prm/build-a-training-course/)** — author lessons in Fours' editor, or upload a course you already built elsewhere as a SCORM package.
- **[Connect an External LMS](/prm/connect-an-external-lms/)** — keep courses in your own learning platform, sign partners in through SAML single sign-on, and read completions back from Skilljar.
- **[Share and Monitor Partner Training Courses](/prm/share-monitor-training/)** — publishing is not the same as sharing; choose which partner organizations can enroll, then watch their progress.
- **[Partner Certifications](/prm/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 Fours Console.

- **[Submit a Deal Registration (Partner)](/prm/submit-a-deal-registration-partner/)** — the partner's side of deal registration: fill in the form in the portal, or through a seller's public link without an account, then follow the opportunity in Co-Sell.
- **[Take a Partner Training Course](/prm/take-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](/prm/view-certificates/)** — how a partner checks which certificates their team holds, whether any are expiring, and prints a copy.
- **[Track Your Assigned Partner Journey](/prm/track-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.

| Action | Permission required | Admin | Editor | Viewer |
|---|---|:---:|:---:|:---:|
| Open Partner Management; view partners, deals, broadcasts, events, training, files | `partners.read` | ✅ | ✅ | ❌ |
| Invite partners; create courses, journeys, events, tasks | `partners.create` | ✅ | ✅ | ❌ |
| Edit a partner record, partnership config, portal branding, commission plans, tiers | `partners.edit` | ✅ | ✅ | ❌ |
| Delete a partner, course, event, or shared file | `partners.delete` | ✅ | ✅ | ❌ |
| Register or work a co-sell deal from a partner record | `cosell.*` (separate from `partners.*`) | ✅ | ✅ | read-only |

A **custom role** can carry any subset of these — see
[Custom Role with Granular Permissions](/get-started/account/#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

:::info
Partner discovery from your CRM and partner document sync currently support **Salesforce only**.

Sending partner invitations needs a connected email account — Gmail or Microsoft Outlook — under **Settings → Integrations**.

PRM's notification emails — applications, co-sells, commissions, certificates, and journeys — follow **Settings → Notification**, and nothing is sent while **Enable Email Notification** is off. Each configurable email row can be switched off on its own; transactional emails are controlled only by that master switch. Partner invitations sent from the invite wizard aren't governed by these settings. See [Email Notification](/settings/email-notification/) for the rules.

Most journey steps tick themselves. When a partner executes an agreement, completes a course, earns a certificate, uploads a file, or gets a co-sell to Active, Fours marks the matching step done without you confirming it. Custom-task steps are the ones you still mark by hand.

Registration forms can be edited but not deleted once created. Most of the **Settings → Partner** pages above need an Admin or Editor role; if fields look read-only, check your role first.
:::