Admin Programs Management — Product Tour

Full walkthrough

1. Onboard → Programs → Programs is the library of every onboarding and enablement program you run for partners.
2. The toolbar holds Add, Sort By, Search Program and Filter.
3. Filter opens a pane where you narrow the library by Program Name. Press Next and we'll open it.
4. Enter a Program Name and press Apply to narrow the library.
5. List View (the lined icon) shows vertical cards with the description, Program Type and Edit and Delete links. Thumb View (the waffle icon) shows a four-per-row grid with a menu for Edit and Delete.
6. Add opens the Add/Edit a Program form. Press Next and we'll open it.
7. Program Accreditation is required: Onboarding, Enablement or Scoring. Choosing one reveals the full form.
8. Program Name is required and must be unique. Program Type is Account or Contact. Add a Program Thumbnail with Drag Here or Upload, and an On Completion Message of up to 200 characters.
9. An Account program marks completion for every user in the Partner Account and unlocks account-wide benefits. A Contact program benefits only the individual who completes it.
10. Program Description takes up to 2,000 characters. Save creates the program record. Press Next and we'll save it.
11. The action row holds Edit, Delete, Assign To and Clone.
12. The record shows Program Name, Program Type, Thumbnail, Accreditation and On Completion Message, with the Program Description in its own panel.
13. Program Levels lists Level Name, Program, Program Level Description and Sort Order. Reorder levels with drag and drop, edit or delete a row, or press Add.
14. Partner Program Sessions fill in automatically once partners enroll: Partner Program Session ID, Partner Account, User Name, Last Session Activity Date, Status and Completion Date.
15. Program Assignment History records Date Entered, Assigned By, Assigned To and Assignment Type (User or Group). The globe icon on a row withdraws that assignment.
16. Assign To makes the program available to users or groups. Press Next and we'll open it.
17. Choose Assign To User or Assign to Group, search, tick the records you want and press Save.
18. Program Assignment History now logs the new assignment along with its type.
19. Clone copies this program into a new one. Press Next and we'll clone it.
20. The form is pre-filled with the original details. Reusing the Program Name shows "Name already exists". Once saved under a new name, the clone inherits every Program Level, Level Task and Task Requirement, but not the My Programs list or the Program Assignment History.
21. Add in Program Levels opens the Add/Edit a Program Level panel. Press Next and we'll open it.
22. Level Name is required and Program fills in automatically. Dependent On (Select or Clear) enforces sequential progression, and Program Level Description takes up to 2,000 characters.
23. Click a Level Name to open the level. Press Next and we'll open Level 1.
24. Program Level Tasks lists Task Name, Task Type and Sort Order, with Add and Sort Order buttons.
25. On Completion Access changes what the partner can reach once the level is done. Press Next and we'll add a rule.
26. Set a Name (Level fills in automatically), a New Profile, Groups To Add, Groups To Remove and a New Primary Group.
27. Add in Program Level Tasks opens the Add/Edit a Program Level Task form. Press Next and we'll open it.
28. Pick one of eight task types: Course, General, Deal Registration, Lead, Content Library, Business Plan, External URL or File Upload.
29. Task Name is required. Set Estimated Time to Complete in days, hours and minutes, and use Optional for tasks partners may skip. Program Level and Task Type fill in automatically.
30. Dependent On (Select or Clear) chains tasks inside the level.
31. Sort Order sets the task sequence with drag and drop.
32. Task Requirements define what the partner must do to finish the task, with Add and Sort Order. Press Next and we'll add one.
33. A Course task pins a course through the Course field (Select or Clear).
34. A General task is defined by its Task Requirement Description alone.
35. An External URL task takes an Action Link, with an optional Approval Required toggle.
36. A Deal Registration task sets the Total Count of deals the partner must register.
37. A Lead task sets the Total Count of leads the partner must submit.
38. A Business Plan task uses the Business Plan select field.
39. A Content Library task pins an item through the Content Library field (Select or Clear).
40. Every requirement follows the same flow: Task Requirement Name, the automatic Program Level Task and Task Type, the type-specific field, a Task Requirement Description, then Save.
41. A File Upload task can turn on Approval Required, which emails the admin automatically for each upload.
42. Onboard → Programs → File Upload lists every file partners have uploaded for program tasks.
43. Each row shows Name (a link), Partner Account, Partner Contact, Approval Status, Approval Required and Comments.
44. File Upload Details shows Program Name, Program Level, Program Level Task, Partner Account, Partner Contact, Submission Date and Approval Status.
45. Approval History shows Step, Submitter, Approver, Status and Action, with Approve and More Info. Press Next and we'll open More Info.
46. More Info opens the file for review. Add Comments and Submit to return it to the partner for re-upload. Approve finalizes it instead.
47. Dependent On at the level stops Level 2 from starting until Level 1 is complete. Progression can be sequential (1 → 2 → 3), skip a level (1 → 3), or enroll partners at the highest level if configured.
48. Dependent On at the task gates tasks within a level the same way.
49. Click a Partner Program Session ID to see that partner's progress. Press Next and we'll open it.
50. Program Session Progress shows every task's status, each with Review and Change Status.
51. Review opens the completed task's details with a Complete button that marks it done for the partner. Change Status switches a task between Complete and Incomplete — a full manual override. That completes Admin Programs Management.

Questions about this tour

What does the ZINFI Admin Programs Management product tour cover?

The Admin Programs Management tour walks through the module screen by screen in 51 guided steps. Admin-side walkthrough of building and running onboarding programs — the Programs library in list and thumbnail views, creating and cloning programs, levels and dependencies, the eight task types and their requirements, file upload approvals, and partner session progress with manual overrides.

Which platform and pillar does Admin Programs Management belong to?

Admin Programs Management is part of the ZINFI Unified Partner Management (UPM) platform, under the Onboard pillar.

How long does the ZINFI Admin Programs Management tour take?

About 17 minutes at a normal pace — 51 guided steps through the Admin Programs Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Onboard pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Admin Programs Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.