Partner Onboarding Checklist

Welcome to Reachware Studio!

Your all-in-one platform to set up and manage your integration environment. This guide is designed for partners to help you configure your space, connect systems, assign roles, and start building integrations. With Reachware Studio, you have the flexibility to support multiple clients and deliver powerful automation with ease.

How to Start?

Partner Portal Access

Account Setup: Confirm you’ve received your Reachware Studio partner credentials.
Portal Login: Log in at studio.reachware.com to manage integrations and monitor progress.

User Roles & Permissions Management

Role Configuration: Set up roles and permissions to manage access and maintain security across your team.
User Assignment: Assign users to the appropriate roles so they can start working within your Studio environment efficiently.

Organization Management

As a partner, you can create and manage organizations within your Reachware Studio environment. Each organization represents a client who will use the integrations you’ve built and maintained. This setup allows you to:

Add multiple organizations (clients) under your partner account.
Scope integrations, settings, and user permissions per organization.
Maintain clear separation, visibility, and control across different clients.
Scale your services by managing all clients from a single partner dashboard .

Studio Platform Preparation

Establish full system connectivity and prepare the necessary endpoints for integration.
Ensure your environment meets all technical requirements for using Reachware Studio.
Set up and configure connections to external systems with client-specific access.
Enable and test all supported operations required for the integration.
Leverage the platform’s full capabilities: build custom integrations with conditional logic, data hub, scheduling, and reusable components.

Support & Resources

Documentation: Access comprehensive guides, how-tos, and FAQs through the Reachware Studio Knowledge Base.
Technical Support: For assistance, please contact us at support@reachware.com

Ongoing Maintenance & Optimization

Stay Updated: Keep track of platform releases, enhancements, and any changes that may impact existing integrations.
Feedback Loop: Share feedback and suggestions to help us continuously improve Reachware Studio’s capabilities and user experience.
Training Sessions: Attend scheduled training and webinars to stay up to date with platform functionality and integration strategies.

Helpful Tips for a Smooth Onboarding

Reachware Integration Platform is continuously enhanced to ensure optimal performance—no manual updates are required on your end.

As you get started, we encourage you to explore the platform and familiarize yourself with its key modules—Systems, Connections, Flow Templates, and Execution Logs. Our support center and in-platform assistant are available to guide you every step of the way.

Once your integrations, user roles, and system connections are configured, you’re officially connected to the Reachware ecosystem.

Welcome aboard, and congratulations on taking your automation to the next level!