Partners overview

Orbitera allows you and your partners to sell any combination of software products, managed services, infrastructure and support plans in any configuration, with multiple pricing tiers, options, and features. This allows you to set prices and maintain margin control when you deploy on a public cloud.

With Orbitera, distributors and independent software vendors (ISVs) use programs to manage partners and relationships with resellers.

Partner setup and configuration

In the Orbitera admin console, you can view and configure your partner settings.

Go to Partners

Partner information

When you select a partner and click Edit, the partner's contact information appears. This page is read-only. You cannot edit it because partner information is owned by the downstream partner.

Cloud providers, cloud accounts, charges and discounts

For each partner, you can assign price books in the Cloud providers settings.

A support plan is a set of charges and discounts for your services. To set the default support plan for the partner as a whole, select Charges and discounts.

In Cloud accounts, you can assign charges and discounts to each partner at the individual cloud account level.

Learn more about charges and discounts for partners and customers.

Custom fields

In Custom fields, you can attach fields to each partner. The fields then appear in invoices and reports so that you can use them to sort and search partner data.

Fields are also a tool for integrating with third-party systems, such as CRM systems.

Learn how to create custom fields for your customers and partners.

Programs

A program is a collection of products and terms that can be shared with a reseller. Programs are used in multi-tier ecosystems to allow a distributor to group products, terms and conditions, and automated workflows together into a collection. A program is essentially a label for a collection of products and services for sale.

A channel partner – typically, a distributor – defines a product portfolio that is available for resale in another ecosystem partner’s account.

When a partner – for example, a reseller – has access to a program, the partner can publish products that are in that program to the reseller’s own marketplace. For IaaS or SaaS billing resellers within a distributor ecosystem, programs might also grant access to new providers.

For example, a reseller might sign up for an AWS or GCP program and begin reselling the services that are available in those clouds.

Another way to use programs is to assign self-defined products into verticals or groupings. For example, an ISV partner might have an SMB Reseller program, an Enterprise Reseller program, and a Mobile Productivity program, each of which can have products focused on those industry verticals. By allocating products to programs, management of complex ecosystems of resellers becomes more manageable.

You can allocate a product to multiple programs. For example, you might want to make G-Suite available in all programs, while a SaaS VoIP application may only be allocated to the SMB reseller program.

Programs also allow for management of inter-partner terms and conditions. Program owners can define click-through terms and conditions that must be accepted by partners joining the program. Specific email templates can be defined for these workflows.

Learn more about program access.

Taxes

For each partner, you can assign a regional tax rate by going to the Taxes section.

Learn more about configuring tax settings for your customers and partners.

Credits

Credits are useful for promotions. For example, partners who join a program might receive a credit.

To add a credit for a partner, go to the Credits section.