Getting started
What the partner panel does for a vendor, the menu items you see, and how to sign in.
As a vendor, you give perks to startups: credits, discounts or cashback on your product or service. Use the partner panel to see your perks, follow the claims that founders send, and manage your organization and your team.
The menu
The menu is on the left side of the screen. A vendor sees these items:
| Menu item | What it opens |
|---|---|
| Dashboard | Your home page. It shows your perks in four figures. See Dashboard. |
| Offerings | The perks that your organization wrote, and their status. See Offerings. |
| Applications | The claims that founders sent on your perks. See Applications. |
| Settings | Your organization profile and your team. See Settings. |
At this time, you cannot add or change perks in the panel. You see the notice "At this time, you can see the catalog and its listings, but you cannot add or change them." To add a perk, or to change one, contact XRaise. See Add and edit an offering.
Get partner access
You get access to the partner panel in one of two ways:
- XRaise adds you. When XRaise sets up a partner organization, XRaise staff connect the first login to it. Contact XRaise if your organization is not set up yet.
- A teammate invites you. An owner or an admin of your organization sends you an invitation by email. Open the link in the email and sign in with the same email address. The Settings page tells how to invite a teammate.
You sign in with a one-time code that XRaise sends to your email address, or with a social login. There is no password.
After you sign in, XRaise opens your home panel. For a person who has only partner access, this is the partner Dashboard.
What your role lets you do
Each person on a partner team has one role: Owner, Admin or Member. An owner or an admin can change things. A member has read-only access: a member sees every screen but cannot change anything. The Settings page tells what each role can do.
When you have read-only access, the screens show a notice such as "You have read-only access. A partner owner or admin can change these settings."
Switch between the founder view and the partner panel
Some people use XRaise both as a founder and as a partner. These people see the role switcher in the top bar, with the label Viewing as.
The switcher shows each role that you have:
- Normal user: the founder dashboard.
- Organizer: the partner panel.
- Admin: the XRaise staff panel. Only XRaise staff have this role.
To switch:
Click the switcher next to Viewing as in the top bar.
Select the role that you want to use.
XRaise opens the home page of that role. If you have unsaved changes on the screen, XRaise asks you before it leaves the screen.
If you have only one role, the switcher does not show. If you open a panel that is not yours, the top bar shows Go to your console. Click it to go back to your own panel.
The top bar and your account menu
The top bar
The top bar shows the name of the screen that is open. On the right side, it can show the role switcher. See Switch between the founder view and the partner panel.
Your account menu
The bottom of the menu shows your name, your email address and the name of your organization. The label Partner shows that you are in the partner panel. Click your name to open your account menu. Use it to sign out.
If you also use XRaise as a founder, the account menu also shows the links to your founder settings, and to Upgrade when your founder workspace is on the free plan. These links open the founder dashboard.
Screens for another type of partner
XRaise sets up each partner organization as one or more types: vendor, accelerator or community organizer. The type controls which menu items you see. Each type has its own part of this guide. Choose your type in the selector at the top of the sidebar.
If you open the address of a screen that is not for your type of organization, the panel shows "That screen belongs to another kind of partner organization. Taking you back to your overview…" and then opens your Dashboard.
To invite a teammate, see Invite a teammate. For what each role can do, see Roles.
Map of this guide
| Page | Read it to |
|---|---|
| Dashboard | Understand your home page and its figures. |
| Offerings | See the perks that your organization wrote, and their status. |
| Add and edit an offering | Learn what the perk form asks, and how XRaise reviews a perk. |
| Applications | Follow the claims from founders on your perks. |
| Settings | Change your organization profile and manage your team. |
| Statuses | Look up what each status means. |
| Common questions | Find quick answers. |