About Partners¶
Partners represent the organizations that participate in your data integration ecosystem. In FeedXChange, partners serve as the foundational organizing principle. Every connection, template, and integration is associated with a specific partner.
Partner Fundamentals¶
A partner in FeedXChange represents:
- An external organization participating in your loyalty program
- Your own company (for single-organization implementations)
- Different departments or business units within your organization
Examples of partners:
- Co-branded credit card companies
- Car rental agencies
- Retail chains in a coalition program
- Hotel partners
- Your own organization's internal divisions
Partner Types and Program Models¶
Coalition Programs¶
If you operate a coalition program with multiple participating organizations:
- Create separate partners for each participating organization
- Designate your organization as the "hosting" partner
- Each partner manages their own connections, templates, and integrations
- Partners can only see and manage their own resources (unless they're hosting partners)
Single Organization¶
If you're not managing a coalition program:
- Create one partner representing your own company
- All integrations and connections are associated with this single partner
- Simpler administration with centralized management
Hosting Partners¶
A hosting partner is the organization that owns and manages the loyalty program.
Hosting Partner Characteristics:¶
- Program ownership - Controls the overall loyalty program
- Cross-partner visibility - Can see integrations from all partners
- Administrative privileges - Manages program-wide settings and participants
- Multiple hosting partners - Programs can have multiple hosting partners (such as different departments within the same company)
Important
Limit hosting partners to those you want to have visibility into all integrations for the program. Hosting partner status grants visibility across the entire ecosystem.
Partner Information Requirements¶
Each partner includes:
- Basic details - Name, type, and unique partner code
- Contact information - Support phone and email for operational issues
- Configuration - Timezone, program association, and status
- Administrative users - Partner admins who can manage the partner's resources
Partner Admins¶
Partner admins are users authorized to perform FeedXChange operations on behalf of their partner.
Partner Admin Features:¶
- Role-based permissions - Assigned roles that control access levels (create, read, update, delete)
- Partner-scoped access - Can only manage resources for their associated partner
- Invitation workflow - Receive time-sensitive email invitations to set up accounts
- ReactorCX integration - Roles and permissions are managed through the ReactorCX system
Admin Invitation Process:¶
- System administrator creates the partner admin account
- FeedXChange sends an automated email invitation
- Time-sensitive - Admin must create a password within two hours
- If the invitation expires, your program administrator can send a password reset email
Partner Dependencies and Relationships¶
Partners are foundational to FeedXChange operations:
- Prerequisites - Must create partners before connections, templates, or integrations
- Resource association - All FeedXChange resources are partner-scoped
- Access control - Partner boundaries enforce data isolation and security
- Operational structure - Partners define the organizational structure of your integration ecosystem
Partner Lifecycle Management¶
- Plan - Identify participating organizations and access requirements
- Create - Set up partner records with appropriate details and settings
- Configure - Add partner admin users and assign appropriate roles
- Operate - Partners create and manage their connections, templates, and integrations
- Maintain - Update partner information and manage admin users as needed
See also:
