Partner access to rebate programs through Experience Cloud
Key Takeaway
Give external partner users the "Rebate Management for Experience Cloud Users" permission set and the licenses it needs. Then set up a sharing model so each partner can view the rebate programs they're enrolled in.
Rebate Management lets a manufacturer reward channel partners with rebates when they meet an agreed-upon sales target. Partners don't work inside the internal org, so Experience Cloud is how they get access to Rebate Management. On the partner site, partners view rebate program and payout details. They also submit rebate claims and proof-of-sale documents, such as invoices. To give partners that access, you need three things: a site, the right permission set and licenses, and a sharing model.
What partners see on the site
The partner site shows rebate information on three pages.
| Page | What it lists |
|---|---|
| "My Programs" | The rebate programs the partner is enrolled in |
| "My Documents" | The documents the partner uploaded, with their processing status |
| "My Payouts" | The payouts for each rebate type in a payout period |
Partners see the final payout amount for each rebate type only at the end of each payout period.