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Lynx Partner Program Portal

Partner-facing portal for the Lynx Partner Program: deal registrations, referred clients, commissions and settlements

lynx_partner_program_portal · v19.0.1.0.0 · Premium

What this solves

Lynx Partner Program Portal

Self-service portal for channel partners enrolled in the Lynx Partner Program. Partners submit and follow their deal registrations, see which clients are attributed to them, and read their commission ledger and monthly settlement statements — strictly scoped to their own records.

Key Features

  • Deal registration submission/my/deal-registrations/new lets a partner declare a prospect with the mandatory anti-spam consent; the registration is created server-side with the partner identity forced from the session.

  • Registration follow-up/my/deal-registrations lists the partner's own registrations with state filters and pager; drafts remain editable, submitted ones are frozen.

  • Referred clients, minimally disclosed/my/referred-clients shows only the client name and compensation end date; no financial data of the client is ever rendered (controller-side whitelist, no res.partner record rule).

  • Commission ledger/my/commissions paginates the partner's own commission lines, clawbacks included.

  • Settlement statements/my/settlements lists monthly settlements with their detailed lines (art. 6.4 statements).

  • Strict isolation — portal record rules scope every model to the partner's own commercial entity; a partner can never read another partner's data.

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