Partner Hub Overview

Partners designated as Partner Account Executives within Peak gain access to a dedicated portal for managing both their own and their clients’ accounts and subscriptions.

Within Peak, Partners can access their personalized portal, empowering them to oversee account management efficiently.

Administrators can access a partner's portal using the "Login as Customer" feature. This option is located under Users > All Users, allowing administrators to select the desired partner account and access their portal by clicking on the actions button and choosing "Login as a Customer."

Header The partner hub commences with a header displaying the account name, balance, and an option to settle invoices.

The partner portal comprises the following tabs:

Upon logging in, partners are directed to the My Account section, providing a summary of their account, outstanding invoices, payment options, invoice history, and access to payment methods.

Partners can view, create, or modify their subscriptions through this tab.

This section enables partners to view, add, or edit customer accounts, as well as seamlessly switch between customer accounts or review their subscription summaries.

Partners can manage their support cases, including viewing, editing, or creating new ones, within this tab.

The permissions governing a partner's access and editing capabilities within their portal are dictated by the assigned profile. These profiles can be modified by navigating to Users > Profiles.

The permissions associated with partner accounts are linked to the Partner Account Executive profile, identified by the code PARTNER.

To edit a profile, hover over the right side of the profile, click on the actions button, and select "Edit."

PeakCommerce Partner Hub is available on the following plans:

• Any Professional plan or above

If you are on a legacy plan and don't have access to this feature, you can update to one of our latest plans in your Billing settings or contact your account manager.