Partner Center

We are excited to announce the launch of our Partner Center. 🎉

What is the Workvivo Partner Center? 

Workvivo Partner Center is a portal that allows our Partners to securely access their customers' Workvivo environments and deliver a better customer experience.

Here’s what the Partner Center enables:

1 - Easier way to log into your customers' environments 

The Workvivo Partner Center will provide you and your team easy access to your customer environments. There will be a Partner Support user profile created in every customer instance for you to login. This access allows Partners to support the account, to ensure service levels are met, and that the account functions as intended.

2 - Enhanced customer onboarding experience

The Workvivo Partner Center will allow standardized onboarding practices across regions and partners, ensuring consistency in the customer experience. For example, the Partner Support profile will have the following roles by default - Admin, IT Admin, and Developer. Note that profile cannot be deleted by an end user.

3. Manage Platform Settings for Customer Instances

Next to the LogMeIn button for each customer instance, you’ll now see a Settings button. This feature allows you to view and manage platform settings in real-time.

Once selected, the settings page displays:

• Setting Name
• Current Value (Enabled/Disabled)
• Setting Group (General or Paid Add-On)
• Description

Status Indicators:

• Green thumbs-up = Enabled

• Red thumbs-down = Disabled

Setting Groups:

• General: Can be toggled on/off by standard users.
• Paid Add-On: Displayed as read-only for all users, regardless of permission level.

Restricted Settings:

Certain settings are marked as restricted and can only be modified by Manage Partner Users, Administrators, or users who have been granted explicit permission. Users without permission can still view these settings, but only in read-only mode.

Enabling or Disabling a Setting

To enable or disable a setting, simply click the thumbs up/thumbs down icon to toggle it on or off.
Alternatively, you can click Edit on the right-hand side of the setting row. This will open a pop-up window where you can also toggle the setting on or off.

Granting Access to Restricted Settings

Manage Partner Users have the ability to grant standard users permission to edit restricted settings.

To do this:

1. Navigate to the Permissions tab.

2. Locate the section titled For Restricted Settings.

3. Assign the desired user permission to manage specific restricted settings.

Once assigned, the user will be able to toggle the setting on or off for all organisations they have access to. This permission applies globally to all relevant orgs and should be granted with care.

Removing Access to a Restricted Setting

If you wish to revoke a user's access to a restricted setting:

1. Navigate to the Permissions tab.

2. In the For Restricted Settings section, locate the user and the specific setting.

3. Click Delete on the right-hand side of the setting.

4. Confirm the action when prompted.

This will immediately remove the user's permission to edit that restricted setting.

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How to Gain Access:

Only individuals requiring access will be added as Users by Workvivo. These Users will be provided by the Partner Organization and validated by Workvivo.

Once created, Users will receive a Password Setup email from Workvivo that they need to verify within 60 minutes.  

Once logged in with their new password, the User will be asked to set up their MFA.

Press the Plus Icon (+) on the lower right of the Authenticator App and Scan the QR Code.

Add in the Auth Code provided on the Authenticator App.

Once this is complete, the user will now be able to see the Customer Organisations associated with them as Partner users.

From this list they will have the ability to log in via the Partner Support Account. 

Please refresh your browser to ensure the connection is active and click "LogMeIn".

Notes:

• Users will be prompted to confirm their email address every rolling 24 hour period. 
  • This is to make sure they still have access to the environment.
  • If a partner can provide their Trusted Source IP for their domain, users will not be prompted to confirm their email every rolling 24 hours. 

• User accounts are suspended if there is no activity for 3 weeks. Please a request via the Help Center > Workvivo Partner Network to restore your access.
• If the customer organisation URL changes after being setup in Partner Center, the connection will be lost. You will see a sad face icon under Connection Verified header. Please submit a request via the Help Center > Workvivo Partner Network to recreate the Connection.

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This is just the initial release and we have an exciting roadmap ahead to bring more capabilities onto the portal to support you and your customers.

For queries or issues accessing the Partner Center, please submit a request via the Help Center > Partner Network Support.