Partner directory
Every organisation that helps deliver a learner journey: who supplies what, under which agreement, and what is still to settle. An organisation is one record; partner, supplier, customer and referral source are roles on it.
| Organisation | Status | Service categories | Country | Agreement | Joint deliveries | Other roles |
|---|
Find a partner for a need
AI assistFrom registration to settlement
A partner can be given a responsibility on a batch only after step 3: approved, with a current agreement version that covers the delivery dates.
Who can do what here
| Role | Partners and agreements | Joint deliveries | Allocations and settlements |
|---|---|---|---|
| Owner | View, approve | View | View, approve |
| Operations | Create, edit, review | Create, edit, coordinate | No access |
| Sales | View, register | View, enrol | No access |
| Finance | View, review terms | View | View, prepare, export |
| Partner user | Own agreement only | Own services, permitted fields | Own lines only |
Settlement amounts and agreement rates are shown on this page as Finance and the Owner see them. Hiding by role is static in the prototype; it demonstrates the intended scope, not production authorisation. Roles & permissions