View and edit referral channel

Manufacturers can now review and edit the referral channel in Partners Portal. This includes a referral category (whether a self sign-up, a channel partner, or referral from the manufacturer), as well as the name of the referring partner. These can be edited manually by navigating to the Customers tab on the Home screen and clicking on the customer name. A side panel will open, allowing you to edit the information. Please note, a channel partner referral can only be named if the partner has a Xyte tenant.

Please contact support@xyte.io with any questions.