Feature / Partner Self-Service

Issuing IDs can be left to the distributor.

Distributor admins add and approve the reps on their own team. Access follows the policy you set in advance, and reps are working the day they join. No requests, no sign-off rounds, no manual registration on the manufacturer's side.

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  • An admin for every distributor
  • Invitations and approvals happen on the distributor's screen
  • Access granted by policy the moment they're approved
account.tactna.example
AccountsA

Members

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Group ▾Roles ▾Authorized Applications ▾
NameRoleApplicationsLast Active
TMisaki Tanakam.tanaka@acme-sales.exampleMember ▾2just now
YTaro Yamadayamada@acme-sales.exampleAdmin ▾32 min ago
SHanako Satosato@acme-sales.exampleMember ▾1120 days ago
SIchiro Suzukisuzuki@acme-sales.exampleMember ▾1yesterday
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iNew members need assigned applications to access them.
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Problem

They've joined, but can't get in.

16daysaverage days until an ID is issued

When a distributor hires a new rep, sales files a request with the manufacturer's IT department, it goes through internal review and sign-off, and once approved someone creates accounts in each app by hand. On average that takes 16 days. Meanwhile orders fall back to phone and fax, and revenue is lost.

Handovers and transfers follow the same procedure. The more people move through distributors, the more requests pile up on the manufacturer's side.

How it works today

  1. 1A distributor rep joins
  2. 2Sales emails a request
  3. 3IT reviews and circulates it
  4. 4Accounts created by hand in each app
  5. 5Weeks later, finally in

Mechanism

Put a policy where the request used to be.

All the manufacturer does is name an admin for each distributor and set a policy once: this role at this distributor gets these permissions. The distributor runs the rest.

  1. ACME Sales Co., Ltd.
    Team ID : 123e4567-e89b-42d3-a456-426614174000
    Team Created

    Now that you've created a new team, you can add members to ensure your team is ready to collaborate from the start.

    Add User
    yamada@acme-sales.example
    Taro Yamada
    Admin
    iWhen a user is added, those assigned as Admin will receive a notification via email. Those assigned as Member will receive a notification only when they are also assigned to an application.
    Skip This StepAdd and Finish
    01Manufacturer

    Name an admin, set the policy

    The manufacturer names an admin for each distributor and defines, per role (say, order desk or service), which apps and permissions apply. Define it once and it covers every rep who follows.

  2. Add Member×
    Email address
    Member
    Email address
    Member
    Email address
    Member
    iNew members need assigned applications to access them.
    Add
    02Distributor

    The distributor adds its reps

    The distributor admin invites reps from their own screen. The rep creates an account from the emailed link and the admin approves it. The manufacturer never touches it. For distributors where you want to keep your own approval, an extra step can be added.

  3. 03Distributor rep

    Working from day one

    Approval grants access exactly as the policy says. The rep can log in to the apps they need right away and start work on the day they join.

Two screens

Distributors see their own team.
The manufacturer sees every distributor.

One screen to delegate, one to oversee. Tactna pairs two screens with different roles so delegation and control go together.

account.tactna.example
AccountsA

Members

Add Member
Search Members...
Group ▾Roles ▾Authorized Applications ▾
NameRoleApplicationsLast Active
TMisaki Tanakam.tanaka@acme-sales.exampleMember ▾2just now
YTaro Yamadayamada@acme-sales.exampleAdmin ▾32 min ago
SHanako Satosato@acme-sales.exampleMember ▾1120 days ago

Tactna Portal ── Distributor admin

Only that distributor's members are shown, and adding, approving, and changing roles all happen here. The distributor never touches the manufacturer's screens. Reps can also register themselves on the portal for the admin to approve. Distributors without IT staff can use it without instruction. Logo, colors, and domain follow your brand, so distributors see it as your portal.

admin.tactna.example

Users

Add User
Search Users...
Team ▾Roles ▾Last Active ▾
NameTeamRoleApplicationsLast Active
TMisaki Tanakam.tanaka@acme-sales.exampleACME SalesMember ▾2just now
YTaro Yamadayamada@acme-sales.exampleACME SalesAdmin ▾32 min ago
NMakoto Nakamuranakamura@kitakanto-setsubi.exampleKitakanto SetsubiMember ▾213 days ago
OMai Okadaokada@sunrise-shoji.exampleSunrise TradingAdmin ▾3yesterday
SHanako Satosato@acme-sales.exampleACME SalesMember ▾1120 days ago

Admin console ── Manufacturer

See across every distributor who is on which team, with access to what. Naming each distributor's admin, setting role policies, receiving notices of additions and changes, and changing or locking access when needed all happen here. Control stays with the manufacturer after delegation.

Features

The distributor runs it. The manufacturer governs it.

  • An admin per distributor

    Name an admin for each distributor. Admins see only their own reps and can add, change, and remove them.

  • Role policies

    Define the apps and permissions for each role. Distributors can only grant what the policy allows.

  • Invitation and approval

    Invitation links, the rep's own sign-up, and the admin's approval all happen on the distributor's screen.

  • Choose how reps join

    Besides invitations from the admin, reps can register themselves on the portal and be approved by the admin. Choose per distributor.

  • Choice of approval flow

    Per distributor, choose self-approval alone or add a manufacturer approval step.

  • Handovers and transfers

    Role changes and handovers to a successor are handled by the distributor. Access switches automatically per the policy.

  • Notifications

    Additions, approvals, and role changes are reported to the manufacturer's admins, so you always know what happened.

  • Distributor hierarchies

    When a distributor has resellers below it, each tier can have its own admin.

  • Branding

    Set the portal's logo, colors, and domain to match your brand. No Tactna logo or colors: distributors see your portal.

  • One view across all distributors

    In the manufacturer's admin console, see across every distributor who is on which team with access to what. Change access or lock an ID from here when needed.

Impact

Weeks become the same day.

MetricBeforeAfter
Days until an ID is issued16 days on averageSame day
Registration work on the manufacturer's sideOn every requestZero
User-management effort—Cut by 70%

Case study

At valve maker KITZ, onboarding a single distributor rep used to take weeks. With Partner Self-Service, IDs are issued the same day and overall user-management effort is down 70%.

Read the case study

FAQ

Frequently asked questions

Is it safe to let distributors grant access?

The manufacturer's policy sets the ceiling. Distributor admins only assign roles within it and cannot grant anything the policy doesn't allow. Who added whom is always on record.

What if we want to keep our own approval step?

You can add a manufacturer approval step per distributor. Large accounts can require approval while smaller distributors self-approve.

How is this different from an IGA workflow?

IGA request workflows assume an internal manager or IT approves. In Tactna the distributor admin is the actor. Skipping the internal approval chain is what turns weeks into the same day. Most customers keep employee IDs in IGA and hand only external IDs to Tactna.

Does the distributor need IT staff?

No. The admin screen is limited to adding, approving, and changing roles. No technical knowledge is needed.

What does the distributor use?

Tactna Portal, the screen for distributor admins. It shows only that distributor's members, and adding, approving, and changing roles all happen there. Distributors never touch the manufacturer's admin console. Distributors without IT staff can use it without instruction.

Once it's delegated, what can the manufacturer still do?

In the admin console the manufacturer sees across every distributor who is on which team, with access to what. Naming each distributor's admin, setting role policies, receiving notices of additions and changes, and changing or locking access when needed stay in the manufacturer's hands after delegation.

Can the portal carry our own brand?

Yes. Logo, colors, and domain can be set to your brand, and no Tactna logo or colors appear. To distributor reps it arrives as a portal you provide.

What happens to authentication?

Tactna includes Auth0 or Amazon Cognito as its authentication layer. At rollout the layer comes ready inside Tactna and Tactna's specialist team migrates all existing users. There is almost no work on your side and nothing changes for users. Which one to use is your choice, based on your security standards. See "Authentication" for details.

Related features

After onboarding, Tactna keeps holding the ID.

Authentication (Auth0 / Cognito) Authentication comes built into Tactna and our specialist team migrates existing users. External users reach the apps they need with one ID. Learn more→ Auto Lifecycle (idle-ID detection) IDs that fall idle are locked automatically and deleted after confirmation. Learn more→ Lifecycle Record Who added whom, and when. Every action stays on a timeline. Learn more→

Ready to hand distributor IDs back to the distributors?

Tell us how many distributors you have and how requests flow today. In a 30-minute demo you'll see everything from policy design to the distributor's own screen.

Request a demo