Partner records

Manage partner identity, lifecycle, relationship status, contact metadata, tags, notes, and primary programs.

What partner records are

A partner record represents one affiliate, referral source, creator, ambassador, agency partner, channel partner, reseller, or B2B partner relationship you want to attribute through Nimriz links.

Partner records are the source of partner identity for setup, assignment, reporting filters, detail pages, and exports.

Partner fields

Partner records can include:

Display name and stable key.
Lifecycle status.
Relationship status.
Primary program, when applicable.
Optional contact name and contact email.
Optional external ID.
Optional invite metadata.
Internal tags.
Internal notes.

Contact fields, tags, and notes are workspace metadata. They are not partner-facing portal content.

Lifecycle status

Partner lifecycle status controls assignment availability:

State	Behavior
Active	Available for setup flows, new assignments, reports, and exports.
Paused	Retained for reports and exports, hidden from new assignment by default.
Archived	Hidden from default setup lists and retained for historical explainability.

Relationship status

Relationship status tracks the operating relationship:

State	Use
Approved	Normal operating relationship.
Invited	Outreach or invitation has been recorded.
Declined	Partner declined or was not accepted.
Banned	Partner should be excluded from relationship workflows.
Deactivated	Relationship is no longer active, while history remains explainable.

Relationship status can affect review posture for exports and estimates. It does not rewrite clicks, conversions, or historical reports.

Tags and notes

Use tags to group partners for operator workflows. Use notes to record internal context.