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

• AppVentory Onboarding & Setup Guide

Practice Essentials

• Practice Dashboard Overview
• Clients Management
• App Stack: The Core of AppVentory Practice and Client Strategy
• Targeted Campaigns for Client Opportunities
• Streamline Client Acquisition with AppVentory Prospects

Business Essentials

• AppVentory Dashboard: Command Center for App Visibility and Control
• Survey Module: Centralized Feedback Collection and Management
• Organization: Defining User Access and Departmental Accountability
• Spend Tracking and Application Mapping Overview
• Centralized Application Management

General

• AppVentory Settings: Full Configuration and Administration Guide
• Centralized Task Management for Workflow Efficiency
• Subscription and Payment Administration Guide
• Integration Controls for Centralized Data Synchronization

Integrations

• Managing Identity-Driven App Assignments with Okta
• Email Delivery Management with SendGrid
• Branded Email Management via MailChimp
• XeroAutomated Spend Syncing with Xero Integration
• Xero Practice Manager for Practice Operations
• Streamlining Spend Import with FreshBooks
• Sage Connectivity for Accurate Financial Data

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

Technical and Billing Bug

• Billing and Technical Bug FAQs - AppVentory Channels
• AppVentory - Billing and Technical FAQs