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Extranets and partner portals

The landing page for organizations that give partners, customers, dealers or suppliers a private area on Exponential - what the section covers, who it is for, every page with one line, a suggested order and the…

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Extranets and partner portals

This section is for organizations that share information with people outside the company: resellers who need price lists, customers who download their documents, dealers who order, suppliers who upload certificates. It is written for the managers who own those relationships and for whoever builds and runs the portal. Each page explains what Exponential offers for the task and links to the technical guides.

Contents

  1. What an extranet on Exponential is
  2. How it differs from an intranet
  3. The pages of this section
  4. A suggested order
  5. Neighboring sections
  6. Related pages

What an extranet on Exponential is

An extranet is an Exponential site, usually a siteaccess on its own host name, where outside users sign in and see what their organization is entitled to. Everything it needs is in the kernel:

NeedExponential featureSource
Partners register, the company approvesregistration with e-mail verification, the "New user registered" mail with signed approve and reject links, an Approve workflowSigned links in the "New user registered" mail
A separate address such as partners.example.comsiteaccess matching by hostSiteaccess by host prefix
Each partner sees only its own areasections, subtree limitations, object statesSections, Object states
Partners download documents safelycontent/download checks permissionsFiles and downloads
Partner groups get their own pricesshop discount groups per user groupProducts, prices and VAT
Regular checks of who has accessrole pages, Check user accounts, the audit trailCheck user accounts, The audit trail

Note

This section describes what the repository contains. It names no customers and quotes no statistics.

How it differs from an intranet

IntranetExtranet
Usersyour staffpeople of other organizations
Where accounts come fromyour directory or administratorsregistration with approval, or created by your staff
Main riskwrong department sees a pageone partner sees another partner's data
Typical structureareas per departmentareas per partner, tier or region
Leavingstaff leave through HRpartner contracts end; accounts must be closed

The tools are the same, so the Intranets section is useful reading too.

The pages of this section

PageWhat it answers
Partner portal planningWhat to decide first: audiences, tiers, what is shared, who approves
Registration and account approvalHow outside users get accounts, and how the company approves or rejects them
Customer and partner areasGiving each partner or tier its own area with sections, subtrees and states
Sharing files with partnersDocuments, price lists and uploads, with downloads that check permissions
Separate hosts and siteaccessesA portal on its own address, beside the public site, with its own sign-in rules
Dealer and supplier portalsOrdering with group prices, product information, forms for suppliers
Extranet permissions reviewA routine for checking who can see what, and removing what is no longer needed
Extranet launch checklistEverything to tick before the first partner is invited
Extranet FAQShort answers to common questions

A suggested order

  1. Partner portal planning with the people who own partner relationships.
  2. Separate hosts and siteaccesses to decide the address and shape.
  3. Customer and partner areas to decide the structure.
  4. Registration and account approval to decide how accounts arrive.
  5. Sharing files with partners and, for trade portals, Dealer and supplier portals.
  6. Extranet launch checklist, then the Extranet permissions review as a recurring routine.

Neighboring sections

Become an Exponential Partner

Partners share their information, provide funding, contribute back and develop the products with us, and that is how Exponential grows. A partner website and dashboard are planned for mid-2027: please become a partner today to speed up our growth rate and land new features faster.

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Documentation license

This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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