Knowledge base

Getting Started

• Getting Started Guide
• Profile Setup
• Subscription
• How User Roles Work in the Partner Portal

Provider Management Essentials

• Campaigns
• ChannelBoost Services
• Handling Offers
• LMS
• My Providers
• Payouts & Rewards
• Referrals and Deals - Partner Portal
• Settings

FAQ

• FAQs

Getting Started

• Getting Started Guide - Provider Portal
• Brand Setup - Provider Portal
• Directory - Provider Portal
• Setting up a reverse proxy with CDN for Partner directory integration: AWS and Azure guide
• Provider Portal: Who Can Access What?

Partner Management Essentials

• AppStack Directory
• Automation
• Brand Awareness
• Campaigns
• Dashboard
• Learning Management System (LMS)
• Managing Contracts
• My Partners
• My Subscription
• Partner Program
• Referrals and Deals
• Rewards & Payouts
• Settings
• Tech Partners

Integrations

• HubSpot Integration
• Slack Integration
• Salesforce Integration - Provider Portal

FAQ

• FAQs - Provider Portal

Getting Started

• Getting Started Guide

Practice Essentials

• Practice Overview
• Client Management
• App Stacks
• Campaigns
• Prospects

Business Essentials

• Dashboard
• Survey
• Organization
• Spend Overview
• Apps

General

• Settings
• Task Management
• Subscription
• Integrations

Integrations

• Okta
• SendGrid
• MailChimp
• Xero
• Xero Practice Manager
• FreshBooks
• Sage

FAQs

• FAQs - AppVentory

AppVentory

• What's new in AppVentory

AppVentory Channels for Providers

• What's new in ChannelBoost for Providers

AppVentory Channels for Partners

• What's new in ChannelBoost for Partners