The platform adapts to the program without losing control of data and access

Configure the company's organization, taxonomies and operating rules while maintaining distinct experiences for internal teams and partners.

Company governance, separate from internal SaaS administration

This layer covers administration by the customer company—not customer account creation, plans or super administrators.

Internal organization

Structure who manages and runs the program inside the managing company.

  • Users, departments and profiles
  • Administrators and collaborators
  • Temporary responsibility delegation

Partner network

Keep partner access and data within the authorized scope of each company.

  • Dedicated portal experience
  • Profile-based access
  • Data separation by company

Four configuration layers support the program

  1. Organization

    Define people and responsibilities

    Register users, organize departments, assign profiles and set delegations.

  2. Taxonomies

    Model operations

    Configure stages, types, levels, sources, reasons and statuses.

  3. Rules

    Control behavior

    Enable assignments, notifications, approvals and parameters in context.

  4. Modularity

    Activate capabilities

    Expose configurable capabilities to the managing company and its partners according to the contracted operation.

What belongs to customer administration

Criterio Within this governance Internal SaaS back office
Company Identity, users and departments Customer company registration on the platform
Program Stages, types, levels and reasons Plans and subscriptions
Access Operating profiles and permissions System users and super admins
Capabilities Activation of the contracted experience Commercial packaging and pricing

Governance FAQs

Is data from different customers mixed?

No. The platform separates data by company and conditions access on the user's profile.

Does configurable mean a specific plan?

No. Configurable describes technical activation; commercial availability must be confirmed separately.

Does this page describe global SaaS administration?

No. Customer company registration, plans, subscriptions, super administrators and global indicators belong to PartnersHub's internal administration.

NEXT STEP

See how PartnersHub organizes your partner ecosystem.

Talk to a specialist to understand how to structure governance, co-sell, and performance across a channel operation.