Skip to the content
  • Why ZINFI
    • Unified Partner Management
    • Industry Leader
    • GDPR Compliance
    • CCPA Compliance
  • Customer Success
    • Our Clients
    • Success Stories
  • News
    • Innovation Awards
    • Press Releases
  • Partners
    • Partner Overview
    • Partner Resources
    • Partner Portal
  • Company
    • About ZINFI
    • Leadership
    • Our Values
    • Our Name
    • Contact Us
    • Events
    • Careers at ZINFI

1 925 750 8915

Upcoming Event: Next-Gen PartnerOps Symposium View Event
ZINFI Technologies, Inc.ZINFI Technologies, Inc.
  • Products
    • Onboard
      • Partners
        Unifies global partner management with structured programs.
      • Programs
        Automates recruitment, onboarding, and partner program setup.
      • Contracts
        Manages contracts through entire partner engagement cycle.
      • Plans
        Automates planning for internal and external collaboration.
    • Enable
      • Content
        Securely store, customize, and share marketing materials.
      • Videos
        Centralized partner video management for training efficiency.
      • Learning
        Offers SCORM-compliant training for partner enablement.
      • Assets
        Automates co-branding and digital asset distribution.
    • Market
      • Email
        Launch co-branded campaigns through email automation.
      • Social
        Simplifies syndicated social media content distribution.
      • Microsites
        Creates co-branded microsites and landing pages for partners.
      • Events
        Creates co-branded event campaigns for partner engagement.
    • Sell
      • Referral
        Empower affiliates to register referrals & manage commissions.
      • Deals
        Collaboratively close opportunities with partners faster.
      • Co-Sell
        Streamlined partner collaboration for joint sales opportunities.
      • CPQ
        Automates quoting with configurable pricing and approvals.
    • Incentivize
      • Commissions
        Calculates commissions based on defined partner performance.
      • MDF
        Automates funding requests and marketing activity approvals.
      • Rebates
        Manages rebates tied to performance-based milestones.
      • Payment
        Unified hub streamlines claims, approvals, and analytics tracking.
    • Accelerate
      • Community
        Facilitates peer collaboration and informal knowledge sharing.
      • Marketplace
        Enables storefront access to partner ecosystem applications.
      • Support
        Validating, prioritizing, escalating and resolving support tickets.
      • Mobile
        Offers mobile-first partner tools and management capabilities.
    Integrations Overview All Applications
  • Services
    • Services Overview
  • Solutions
    • By Industry
      • Automotive
        Solutions tailored for automotive industry partners.
      • Information Technology
        IT-focused partner relationship management.
      • Manufacturing
        Manufacturing partner ecosystem solutions.
      • Retail & Distribution
        Channel distribution optimization.
      • Telecommunications
        Telecom partner ecosystem management.
      • Financial Services
        Finance and insurance partner solutions.
    • By Roles
      • Chief Revenue Officer
        Executive-level revenue insights.
      • Chief Partner Officer
        Strategic partner ecosystem leadership.
      • PartnerOps Manager
        Revenue and operational excellence for partner programs.
      • Partner Marketing Manager
        Co-marketing campaign management.
      • Partner Sales Manager
        Partner sales enablement tools.
      • Partner Manager
        Tools for partner relationship managers.
    • By Initiatives
      • Partner Onboarding
        Streamlined partner onboarding workflows.
      • Partner Enablement
        Comprehensive partner training programs.
      • Partner Co-Marketing
        Joint marketing campaign execution.
      • Partner Co-Selling
        Collaborative selling opportunities.
      • Partner Incentives
        Performance-based reward programs.
      • Partner Performance Scorecards
        Real-time partner performance tracking.
  • Podcasts
    • AI Podcasts
    • Video Podcasts
  • Resources
    • RESOURCES LIBRARY
      • Best Practices Articles
        Industry insights and best practices.
      • Best Practices Guides
        Comprehensive implementation guides.
      • Best Practices Videos
        Video tutorials and demonstrations.
      • Best Practices Webinars
        Live and recorded webinar sessions.
    • PARTNERSHIP EVENTS
      • In-Person Events
        Join us at industry conferences.
      • Event Panelist Signup
        Register to speak at our events.
      • Podcast Speaker Signup
        Be a guest on our podcast.
    • PARTNEROPS INSIGHTS
      • (What is) Articles
        Foundational concepts explained.
      • (How to) Articles
        Step-by-step implementation guides.
    • ZINFI NEWSLETTERS
      • Newsletter Subscription
        Get industry best articles & news delivered to your inbox.
    View All Resources
    Product Videos Demo Request
  • Products
    • Onboard
      • Partners
      • Programs
      • Contracts
      • Plans
    • Enable
      • Content
      • Videos
      • Learning
      • Assets
    • Market
      • Email
      • Social
      • Microsites
      • Events
    • Sell
      • Referral
      • Deals
      • Co-Sell
      • CPQ
    • Incentivize
      • Commissions
      • MDF
      • Rebates
      • Payment
    • Accelerate
      • Community
      • Marketplace
      • Support
      • Mobile
    • Administration
      • CMS
      • Workflow
      • Connectors
      • Alerts
      • Users
      • Access
      • Change
      • Reports
  • Services
    • Services Overview
  • Solutions
    • By Industry
      • Automotive
      • Information Technology
      • Manufacturing
      • Retail & Distribution
      • Telecommunications
      • Financial Services
    • By Roles
      • Chief Revenue Officer
      • Chief Partner Officer
      • Partnerops Manager
      • Partner Marketing Manager
      • Partner Sales Manager
      • Partner Manager
    • By Initiatives
      • Partner Onboarding
      • Partner Enablement
      • Partner Co-Marketing
      • Partner Co-Selling
      • Partner Incentives
      • Partner Performance Scorecards
  • Podcasts
    • AI Podcasts
    • Video Podcasts
  • Resources
    • Resources Library
      • Best Practices Articles
      • Best Practices Guides
      • Best Practices Videos
      • Analyst Webinars
    • Partnership Events
      • In-Person Events
      • Event Panelist Signup
      • Podcast Speaker Signup
    • PartnerOps Insights
      • (What is) Articles
      • (How to) Articles
    • ZINFI Newsletters
      • Newsletter Subscription
  • Product Videos
  • Integrations Overview
  • Why ZINFI
    • Unified Partner Management
    • Industry Leader
    • GDPR Compliance
    • CCPA Compliance
  • Customer Success
    • Our Clients
    • Success Stories
  • News
    • Innovation Awards
    • Press Releases
  • Partners
    • Partner Overview
    • Partner Resources
    • Partner Portal
  • Company
    • About ZINFI
    • Leadership
    • Our Values
    • Our Name
    • Contact Us
    • Events
    • Careers at ZINFI

User & Group Management module

Users and Group Management

User Management centralizes user and group administration for the partner platform. It offers flexible, granular access control and permissions, ensuring users only access relevant information. This application automates the onboarding and offboarding process, simplifies user lifecycle management, and supports partner self-service profile updates. It also provides user activity reports and integrates with external systems like CRMs.

All Products

User Management

User Management Centralized User and Group Administration

Centralized User and Group Administration

Manage all users and groups from a single, centralized location, simplifying administrative tasks and enhancing overall control.

  • Manage user profiles, contacts, roles, and access levels.
  • Organize users into groups by role, region, or type.
  • View real-time user activity across the whole platform.

Centralized management simplifies the onboarding process and ensures a consistent experience for all users.

Flexible Permission and Access Control

Define granular permissions and access levels to ensure users can only see and interact with the information relevant to their role.

  • Control user and group read/write access levels.
  • Mirror organization chart with hierarchical permissions structure.
  • Dynamically update access by assigning users to territories.

This granular control ensures data security and compliance while providing a streamlined workflow.

User Management Flexible Permission and Access Control
User Management Seamless Onboarding and Offboarding

Seamless Onboarding and Offboarding

Automate the user lifecycle from onboarding to offboarding, making it easy to manage a large and dynamic user base.

  • Adding a partner automatically creates the user account.
  • Manage access by activating or deactivating user accounts.
  • Quickly clone user profiles for consistent setup.

This streamlined approach reduces administrative effort and ensures a smooth experience for all users.

Enhanced Profile Management for Partners

Empower your partners to manage their own profiles and preferences, providing them with a more personalized and engaging experience.

  • Partners update their profile and contact info easily.
  • Change your profile picture for a personalized experience.
  • Manage tasks and view activity from your dashboard.

This self-service functionality increases partner autonomy and reduces the need for administrative support.

Enhanced Profile Management for Partners
User Record Integration and Activity Reports

User Record Integration and Activity Reports

The system allows you to integrate user data from external platforms and track user activity through detailed reports.

  • Connectors integrate user records from external systems easily.
  • Platform tracks user logins, engagement, and key actions.
  • Generate reports to measure user behavior and engagement.

This integration and reporting functionality gives you a comprehensive view of your user base and helps you optimize engagement strategies.



Frequently Asked Questions

1. How does ZINFI simplify the administration of a large and diverse partner base?

ZINFI centralizes all user and group administration into a single location to streamline complex management tasks. Administrators can organize users by role, region, or type while viewing real-time activity across the platform. This unified approach eliminates the inefficiency of managing disparate systems and ensures a consistent experience for global partners.

2. Can I restrict partner access to specific sensitive data or internal documents?

The platform provides granular access controls that let you define exactly what each user can see or interact with. By mirroring your organizational chart with a hierarchical permission structure, you ensure data security and compliance. This prevents unauthorized access to sensitive information while maintaining a simplified workflow for your partners.

3. Does the system automate the manual work associated with adding or removing users?

ZINFI automates the entire user lifecycle by triggering account creation immediately when a partner is added to the system. You can easily manage access by activating or deactivating accounts, and use profile cloning to ensure a consistent setup for new users. This automation reduces administrative burdens and minimizes the risk of human error.

4. How can I ensure my user data remains synchronized with my existing CRM?

Built-in connectors allow you to seamlessly integrate user records from external systems, such as CRMs, to maintain data integrity. The platform tracks logins, engagement, and key actions, which can then be exported into detailed reports. This integration provides a comprehensive view of your ecosystem, helping you optimize your engagement strategies based on real data.

5. Will my administrative team be overwhelmed by constant profile update requests?

Self-service functionality empowers partners to manage their own profiles, contact information, and preferences directly through the portal. By giving partners the autonomy to update their own records and track their tasks via personal dashboards, you significantly reduce the need for manual support. This enhances partner engagement while freeing your team to focus on higher-value activities.

Ready to Scale Your Partner Ecosystem?

Join Fortune 100 companies and global enterprises using ZINFI to drive channel success and accelerate revenue

Product Videos Demo Request

Recent Posts

  • Beyond Apps: How Private Offers, Cloud Commits, and AI Agents Are Redefining Cloud Marketplaces
  • Mastering Cloud Marketplaces: Winning Strategies for a Shifting Distribution Landscape
  • Cloud Marketplaces Are Rewriting the Rules of Software Distribution

Useful Links

  • Trust & Compliance
  • Integrations
  • Compare Solutions
  • Security & Governance
  • Site Map

Site Search

© 2026 ZINFI Technologies, Inc.

↑