# Work a Partner Record

Everything you know about one partner lives on a single page: the deals in flight, what each side owes the other, the contracts, the shared events, and the onboarding still to finish.

---

## Overview

The **partner record** is the page you open when you click a partner's name. It has three parts that stay put no matter which partner you're looking at:

- a **banner** across the top with the partner's identity, status, and the quick actions you'd take on them,
- a **Sections** rail down the left that swaps the main column between ten sections — it needs a wide window, and is hidden below roughly 1280px,
- a **sidebar** on the right holding the fields you edit and the relationship context you read.

:::info
This page needs an **Admin** or **Editor** role — to open it at all, not only to save. A read-only (**Viewer**) role has no Partner Management access and sees an explanatory screen instead of the workspace. See [Who can use Partner Management](/prm/#who-can-use-partner-management).
:::

## Open a Partner Record

1. Go to **Fours Console**, then **Partners**.
2. On the **All Partners** tab, click the partner's name.
3. The record opens on **Overview**. Selecting a section in the rail swaps the main column — it does not scroll the page.

Links from elsewhere in Fours (a journey row, a task, a Slack notice) can open the record straight onto a specific section rather than Overview.

![A partner record on the Overview section — the Sections rail on the left, direction-aware commission tiles and the At a glance cards in the main column, and the Slack, Partner Details, Cloud Account IDs and Commercial cards in the right sidebar](images/36-partner-record.png)

## The Banner and Quick Actions

The banner shows your logo, the partner's logo, their name, marketplace channel badges, and a meta row with **status**, partner type, **Since** date, and the **Owner**.

Three controls sit on it:

| Control | What it does |
|---------|--------------|
| **Register a Deal** | Opens the co-sell registration flow for this partner. Appears once the partner is a linked Fours organization and partner co-sell is enabled for your org. |
| **Invite to Collaborate** | Only on a partner still at status `SUGGESTED` — a company Fours found for you that you haven't contacted. |
| **More Actions** | **Create CPPO**, **Register a Deal on Partner's Behalf**, **Bulk Upload Deal Registrations**, and **Timeline**. |

**Register a Deal on Partner's Behalf** records a deal the partner sourced and asks them to confirm it. It appears only for partnerships you sell through — where the **Relationship Type** is **We are seller**, or is not yet set (in which case the action first asks you to set the relationship type) — and stays hidden when the partner is the seller. The partnership status must be **Active** or **Pending**. It also needs a **Partner Champion** on the record with an email address — Fours addresses the confirmation request to that person, so the action stops and tells you to nominate one if the field is empty.

Above the banner, **Preview as {partner}** switches the page into the partner's outbound view: the Overview renders the template they see in their portal, and every edit control on the page goes read-only until you click **Exit preview**. See [Customize the Partner Portal Overview](/prm/customize-the-partner-overview/).

![The partner banner — both logos side by side, the partner name with its cloud badge, and a meta line carrying the partnership status, relationship type, start date and owner, with More Actions on the right](images/39-partner-banner.png)

## The Sections Rail

The rail lists the sections in this order:

| Section | What it holds |
|---------|---------------|
| **Overview** | Active journeys, then the cards from the Overview template — commissions, at-a-glance metrics, an AI partner summary, revenue by channel, deals over time, and activity. See [The Overview Numbers](#the-overview-numbers). |
| **Co-Sell** | The **Co-Sells** list, newest first and split into pages: opportunity name, customer, stage, target close date, **My Deal Role**, additional partners, and partner acceptance. **Search co-sells** matches the opportunity name, the customer, and the stage across every page, not only the one on screen. |
| **Commissions** | The commission ledger for this partnership. See below. |
| **Marketplace** | **CPPO Activity** — private offers matched to this partner by buyer ID or marketplace seller ID. |
| **Journeys** | Journeys assigned to this partner and their step progress. |
| **Tasks** | Action items on this relationship, in both directions. |
| **Resources** | Files shared with the partner and received from them, split **All / Shared / Received**, each with a count. **Shared** lists your files shared with all partners or with this partner. **Received** lists the partner's files shared with you, plus files they share with all partners while your partnership is `ACTIVE`. **All** combines the two. |
| **Events** | Webinars, training sessions, and meetups shared between you. See below. |
| **Training** | Courses you've shared with this partner and courses they've shared with you. |
| **Agreements** | NDAs, MSAs, referral agreements, and SOWs. See below. |

:::tip
**Marketplace** is where this partner's CPPO transactions live.
:::

Not every partner shows all ten:

- A partner who **hasn't accepted your invitation yet** (status `PENDING`) shows only **Overview**, **Co-Sell**, **Commissions**, and **Marketplace**, under a banner explaining why. Those four are your own records about the company and are real before anyone replies; the rest depend on a partnership being in force.
- **Tasks** and **Resources** need the partner to be a linked Fours organization — both address the partner's own org directly.
- **Training** needs a linked organization *and* status `ACTIVE`, because that is the only state in which courses are shared across a partnership.
- **Commissions** appears when commission tracking is enabled for your organization.

## The Sidebar

| Card | What's in it |
|------|--------------|
| **Slack** | The Slack channel mapped to this partner, with its connection status. Read-only — mapping happens in **Settings → Partner → Slack**. |
| **Tier** | Their tier in your program (editable via the dropdown), and, when the partner runs their own program, your tier in theirs (read-only — they own it). The card only appears when the partnership's **Relationship Type** puts a tier program in play *and* that program has a tier to show — so it's absent while Relationship Type is unset, and while you're the seller but haven't defined any tiers yet. See [Partner Tiers](/prm/partner-tiers/). |
| **Partner Details** | **Partner Manager**, **Engagement Type**, **Relationship Type**, **Location**, **CRM Account**, **Partner Champion**, and **Cloud Account IDs**. **Engagement Type** and **CRM Account** are seller-side fields: a partner organization on the free partner-limited plan doesn't see them at all. |
| **Commercial** | The **Commission Plan** applied to this partner. See [Set Up and Manage Commission Plans](/prm/commission-plans/). |
| **Relationship Hub** | Three tabs: **Contacts** (pulled from the linked CRM account), **Inbox** (recent email with this partner's domain), and **Gong**. |

**Cloud Account IDs** — the AWS, GCP, and Azure account IDs used to auto-match CPPO transactions to this partnership — is a sub-section inside **Partner Details** rather than a card of its own. There is no separate **Partner Type** field; **Engagement Type** is the one that classifies the partner.

**Partner Manager** and **Partner Champion** are searchable — type to filter by name or email rather than scrolling the list. **Partner Champion** options come from the linked **CRM Account**'s contacts, so the field reads **Connect CRM account first** until you link an account.

:::info
**Gong** is a placeholder. The tab renders "Gong integration coming soon", but the integration is **not available as of August 2026 and no release date is committed**. Call activity cannot be synchronized into a partner record today — track calls in Gong itself, and use **Notes** on the partner record for anything the partner team needs to see in Fours.
:::

![The partner record's right sidebar — the Slack card, Partner Details with the partner manager, engagement and relationship type, location, CRM account and champion, the inline Cloud Account IDs fields, and the Commercial card. This partnership has no tier program, so no Tier card appears](images/40-partner-sidebar.png)

### Engagement Type

**Engagement Type** names the motion this partner runs. Pick from:

| Option | Use it for |
| --- | --- |
| **Reseller** | Moves your licence transactionally under their own agreement. |
| **Value Added Reseller** | Resells, and bundles their own integration or services with it. |
| **Referral Partner** | Passes you leads for a fee rather than transacting. |
| **Systems Integrator** | Builds and delivers the implementation around your product. |
| **MSP (Managed Service Provider)** | Runs your product on an end customer's behalf as a managed service. |
| **Technology Partner** | Integrates with you at the product level. |
| **Agency** | Sells or services on your behalf as a marketing or services agency. |
| **Distributor** | Sells through a downstream network rather than direct. |
| **Affiliate** | Drives referrals at arm's length, usually at volume. |

**Reseller** and **Value Added Reseller** sit next to each other deliberately: they are two distinct resale motions, and the difference is worth deciding at the moment you choose. Resellers Fours discovers from your marketplace transactions are created as **Reseller** — change it if the relationship is really value-added.

The same nine options appear as the **Partner Type** column of a bulk CSV invitation, so a partner's type can be set before they ever accept. See [Invite Partners](/prm/invite-partners/).

## The Overview Numbers

The Overview's numbers — the **At a glance** tiles and the **Revenue by Channel** and **Deals Over Time** charts — each carry an ⓘ. Hover over it, or tab to it, to see exactly what the number counts. The definitions read the same for you and your partner, and "you" is always whoever is looking.

| Figure | What it counts |
|--------|----------------|
| **Total Revenue** (At a glance) | Marketplace revenue already disbursed on the deals behind this partnership's private offers, across all channels, all time. Deals booked but not yet disbursed aren't included. |
| **Total Deals** (At a glance) | Co-sell deals with this partner, all time, in any status except drafts. |
| **Avg. Deal Size** (At a glance) | The average value of the deals in **Total Deals** that have a deal value in US dollars, open or closed. |
| **Revenue by Channel** | Disbursed revenue split by marketplace channel. The slices add up to **Total Revenue**. |
| **Deals Over Time** | Co-sell deals with this partner, counted by the quarter they were created in. |

**Total Deals** counts co-sell deals only. Private offers transacted with the partner aren't included — they're in the **Marketplace** section. A deal shared with several partners counts once on each of their records, and a deal whose value has been hidden from you is left out of **Avg. Deal Size**.

### When the Deal Figures Update

**Total Deals**, **Avg. Deal Size**, and **Deals Over Time** are recalculated every hour, so a co-sell registered or changed in the last hour may not be counted yet. To recalculate now, click the refresh icon in the **At a glance** header, whose hover text reads *"Co-sell deals are recalculated hourly. Click to recalculate now."* Anyone who can open the partner record can use it.

```d2
direction: right

deals: "Co-sell deals registered\nor changed with this partner" { shape: rectangle }
hourly: "Recalculated\nevery hour" { shape: rectangle }
now: "Refresh icon in\nAt a glance" { shape: rectangle }
tiles: "Total Deals · Avg. Deal Size\nDeals Over Time" { shape: rectangle }

deals -> hourly -> tiles
now -> tiles: "recalculate now"
```

## Commissions

### The tiles read by direction

The tiles at the top of the section name **who owes whom**, because "payable" and "receivable" only mean something if you already know which side of the deal you're on. Fours works the direction out from the commission activity on the record, not from a setting:

| Commission moves… | Tiles shown |
|-------------------|-------------|
| From you to the partner | **You owe** · **Paid so far** |
| From the partner to you | **{Partner} owes** · **Paid so far** |
| Both ways | **You owe** · **{Partner} owes** · **Paid so far (by you)** · **Paid so far (by {Partner})** |

A one-way relationship shows two tiles; a two-way one shows four, and the settled tiles are qualified by payer so the pairs can't be confused. Each tile's ⓘ gives its definition: the *owes* tiles count commissions earned and not yet paid, and the *Paid so far* tiles count everything already paid, all time.

When a partnership carries commissions in more than one currency, the tiles show the **leading currency only** — the one with the largest total — and a **+N other currencies** note sits beside them. Hover it to see the same tiles broken out per currency.

![The Commissions section on a two-way partnership — four tiles reading You owe, Paid so far (by you), Acme Corp owes and Paid so far (by Acme Corp), above the Type, Direction and Currency filters and a ledger showing both directions](images/37-partner-commissions.png)

### Narrowing the ledger

A filter bar sits above the records table:

| Control | Values |
|---------|--------|
| Search | Matches the deal name, type, and status. |
| **Type** | **All**, plus **Co-Sell**, **CPPO**, and **Direct Resell** — only the types actually present in this partner's ledger are offered. |
| **Direction** | **All** · **You pay** · **You receive** |
| **Currency** | **All**, plus each currency in the summary. |
| **Reset** | Clears all three dropdowns. Disabled when none are set. |

Under the bar, three tabs split the rows: **All**, **Pending**, and **Completed**, each with a count that follows the active filters.

The table itself shows **Deal**, **Type**, **Direction**, **Deal value**, **Rate**, **Commission**, **Status**, and **Close date**. Status is one of **Calculated**, **Paid**, **Realized**, **Reversed**, or **Clawback pending**.

:::info
The ledger is read-only here — direction, status, and the totals are all computed for you. Rates and splits come from the commission plan on the **Commercial** card; see [Set Up and Manage Commission Plans](/prm/commission-plans/) to change them.
:::

The three dropdown filters are per-partner and clear when you open a different partner, so one partner's selection can never silently hide another partner's rows.

## Agreements

Agreements are contract records attached to the partnership. Click **Add Agreement**, then give it a **Name**, a **Type**, an optional **Status**, and optional **Effective Date** and **Expiry Date**. Clicking the name opens the agreement to edit the metadata and attach files.

| Type | Shown as |
|------|----------|
| `NDA` | NDA |
| `MSA` | MSA |
| `REFERRAL_AGREEMENT` | Referral Agreement |
| `SOW` | SOW |
| `OTHER` | Other |

| Status | Shown as |
|--------|----------|
| `DRAFT` | Draft |
| `AWAITING_SIGNATURE` | Awaiting Signature |
| `PARTIALLY_SIGNED` | Partially Signed |
| `FULLY_EXECUTED` | Fully Executed |
| `EXPIRED` | Expired |

:::warning
**Fours does not detect signatures.** It never moves an agreement to Fully Executed on its own — not when a file is attached, not when a partner signs elsewhere. Whoever owns the contract updates the status by hand.

The one thing Fours does set for you is the *starting* status. Assigning a journey whose template has a **Sign agreement** step creates that agreement on the partnership automatically, already at **Awaiting Signature**, with the step's due date as the expiry date and any template document attached in the **Template** role. From there the status is yours to move like any other.
:::

Each file you attach carries a role: **Template**, **Signed by Party A**, **Countersigned**, **Final Executed**, or **Amendment**. Agreement attachments live with the agreement and never appear in the general partner file library.

![The Agreements section — Agreement Name, Type, Status, Effective Date and Expiry Date columns showing fully executed, awaiting-signature and draft agreements, with the Add Agreement button](images/38-partner-agreements.png)

## Events

The Events section shows only what's shared **between** you and this partner: events you shared with them, and events they shared with you.

Three tabs split them: **All**, **Shared** (created by you), and **Received** (created by the partner). Alongside the tabs are a search box, an **All types** filter, and a switcher between list and calendar view.

Click **New Event** to create one. It opens pre-scoped to this partner.

| Field | Notes |
|-------|-------|
| **Title** | Required. |
| **Type** | **Webinar / Online Session**, **Certification / Training Session**, **In-Person / Field Event**, or **General Calendar Event**. |
| **Description** | Optional. |
| **Date** | Required. |
| **Start** / **End** / **Timezone** | Timezone is one of ET, CT, MT, PT, or UTC. Times are authored in that zone, so the event reads the same for every viewer. |
| **Meeting URL** or **Address** | The label follows the type — webinars and training take a URL, in-person and general events take an address. |
| **Capacity** | Optional. Blank means unlimited. |
| **RSVP** | On by default. |
| **Share with** | **All partners**, **Specific partners**, or **Partners by tier**. |

Only **ACTIVE** partners appear in the **Specific partners** picker, and **Partners by tier** draws on the tiers you configured in [Partner Tiers](/prm/partner-tiers/).

:::info
Partners on a partner-limited plan don't see the All / Shared / Received tabs at all — they only ever receive events, so there's no split to show them.
:::

![The Events section on a partner record — All, Shared and Received tabs above events shared with and received from this partner, with the type filter and the List/Calendar switcher](images/41-partner-record-events.png)

## Table Conventions

The tables across Partner Management share three habits:

- **An Actions column.** Per-row actions live behind a kebab menu in a trailing **Actions** column rather than as inline buttons. Destructive items are red, and an unavailable one explains why underneath its label.
- **A Columns chooser on the list pages.** The standalone list tables — All Partners, Journeys, Tasks, Training, Certificates, and the **Events** page — have a **Columns** control for picking which columns to show, and your choice is remembered in your browser. It's a list-page convention, not a partner-record one: the sections on this page, the **Events** section included, have no Columns control.
- **Filters and sorting that stick.** Sorting and page size persist per table between visits. The exception is the Commissions filter bar on this page, which is deliberately per-partner and resets when you open a different partner.

## How a Partner Record Fills In

```d2
direction: right

invite: "You invite a company\nPartners → Invite" { shape: rectangle }

pending: "Partnership PENDING\ninvitation unanswered" {
  shape: rectangle
  style.stroke-dash: 3
}

early: "Visible now\nOverview · Co-Sell · Commissions · Marketplace" { shape: rectangle }

active: "Partnership ACTIVE\ninvitation accepted" { shape: rectangle }

journeys: "Journeys\nassigned onboarding playbooks" { shape: rectangle }
tasks: "Tasks + Resources\nneeds a linked Fours org" { shape: rectangle }
training: "Training\nneeds ACTIVE + a linked org" { shape: rectangle }
events: "Events\nshared and received" { shape: rectangle }
agreements: "Agreements\nNDA · MSA · SOW · referral" { shape: rectangle }

invite -> pending
pending -> early: "your own records about the company"
pending -> active: "partner accepts"
active -> journeys
active -> tasks
active -> training
active -> events
active -> agreements
```

## Where Each Section Is Documented

This page maps the screen. The work inside each section has its own guide:

- [Create and Assign Partner Journeys](/prm/create-and-assign-journeys/) and [Track Journey Progress](/prm/track-journey-progress/) — building and running the journeys shown in the **Journeys** section.
- [Set Up and Manage Commission Plans](/prm/commission-plans/) — the plans that produce the numbers in **Commissions**.
- [Partner Tiers](/prm/partner-tiers/) — the tiers on the sidebar **Tier** card and behind by-tier event sharing.
- [Set Your File Sharing Defaults](/prm/file-sharing-defaults/) — the defaults that decide what lands in **Resources**.
- [Build a Partner Training Course](/prm/build-a-training-course/) — authoring the courses that appear under **Training**.
- [Customize the Partner Portal Overview](/prm/customize-the-partner-overview/) — designing what the partner sees on their own Overview.