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Partners

Creating and Managing Partner Profiles

How to create a new partner profile, classify it by function (hardware, business, security), and distinguish the organization profile from individual collaborations.

Administrator · 02/05/2026 · 323 views

1. Separation: Partner profile vs. Collaboration

One of the most important characteristics of the Partners module is the clear separation between two concepts:

  • Partner profile (doi_tac_customer) — Represents the partner organization/company. A single record holds general information such as legal entity, region, and functional category.
  • Collaboration (doi_tac_hoat_dong) — A specific partnership engagement. One partner can have multiple parallel collaborations.

Benefit: you don't have to recreate company information every time you start a new engagement with the same partner.

2. Create a new partner profile

  1. Open the Partners module → Partner profiles menu → Create.
  2. Fill in the organization details: company name, tax code (if any), address, primary contact.
  3. Pick the right Partner category (see section 3).
  4. Set the main region of operation.
  5. Save.

3. Partner categories

Category Characteristics
Hardware partner Supplies hardware integrated into solutions (servers, switches, IoT devices…)
Business partner Distributes or refers business opportunities (resellers, channel partners)
Security partner Provides or distributes security solutions
To be expanded The system can be extended with new categories as needs evolve

4. Access control

Partner profiles support flexible access:

  • Internal only — visible only to internal team members.
  • Open to portal collaborators — partner contacts can log into the portal and view their own collaborations.

5. Next article

Partner profiles are just the starting point. Continue to "Partnership Pipeline: from S1 to Formal Partnership" to learn how to set up an actual collaboration.