Roles Explained

The Kantivo Platform has three distinct user types, each with their own portal, capabilities, and purpose. Here's how they work together.

How the roles connect

🏢 Organization Administrator

Owns the organization. Manages everything.

▼

🤝 Partner

Affiliate, Consultant, Enterprise, or Reseller

or directly

💼 Salesperson

Direct rep under the organization

▼

💼 Salesperson

Under a specific partner (e.g. Reseller's team)

🏢 Organization Administrator

The business owner who runs the show.

When you sign up for a Kantivo Platform subscription, you become an Organization Administrator (org admin). You're the founder of your organization on the platform — you set up partner programs, manage your team, configure checkout links, and monitor performance.

Org admins don't earn commissions — they pay commissions. Your role is to build and manage the sales network that drives revenue for your business.

✓ Create and manage partner programs
✓ Approve or deny partner applications
✓ Configure commission rates and tiers
✓ Create checkout links for products
✓ View all commissions and payouts
✓ Add direct salespersons to your team
✓ Manage Stripe Connect payouts
✓ Invite additional admin/team members

Org Admin Role Hierarchy

Within an organization, admins can have different permission levels:

Owner — Full access, created at signup (1 per org)
Admin — Full access, can manage partners and reps
Member — Limited administrative access
Read-only — View dashboards and reports only

🤝 Partner

Earn recurring commissions by referring customers.

A Partner is someone who promotes and sells on behalf of an organization. Partners sign up under a specific organization's partner program and receive a unique referral code to track their sales.

There are four partner types, each with different investment levels, commission rates, and capabilities:

Partner Type Investment Commission Duration Approval
Affiliate Free 20% First year Auto-approved
Consultant $97/mo 35% Lifetime Requires approval
Enterprise $1,680/yr 50% Lifetime Requires approval
Reseller $11,000 + $63/seat/mo 70% Lifetime Requires approval
✓ Unique referral code and tracking link
✓ View referrals, commissions, and earnings
✓ Connect Stripe for automatic payouts
✓ Recruit salespersons (Reseller tier)
✓ Self-signup via public application page
✗ Cannot manage organization settings

💼 Salesperson

Boots on the ground — make sales, earn commissions.

A Salesperson (also called a Sales Rep) is someone who actively sells on behalf of an organization or a partner. Unlike partners, salespersons are created by an admin or partner — they don't self-signup.

Salespersons can work in two arrangements:

Direct Salesperson Reports directly to the organization. Created by an org admin.
Partner's Salesperson Works under a specific partner (e.g. a Reseller's sales team). Created by the partner.
✓ Unique referral code (prefixed with SR-)
✓ View own sales and commission earnings
✓ Connect Stripe for automatic payouts
✓ Track own performance metrics
✗ Cannot self-signup (must be invited)
✗ Cannot recruit other salespersons

At a Glance

Capability Org Admin Partner Salesperson
Login portal Admin Portal Partner Portal Partner Portal
Earns commissions ✗ ✓ ✓
Manage partners ✓ ✗ ✗
Recruit salespersons ✓ ✓ (Reseller) ✗
Self-signup ✓ (creates org) ✓ (application) ✗ (invited only)
Referral code ✗ ✓ ✓ (SR- prefix)
Stripe Connect payouts ✗ ✓ ✓
View org settings ✓ ✗ ✗
Configure checkout links ✓ ✗ ✗
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