Choosing the partners you work with
Updated 23 Oct 2026
Your organisation's partner list tells Celeritic which partner programs you belong to. Much of Celeritic is built from this list: your Partnerships tiles, your Collateral folders, and the partners you can register deals with.
Only owners and admins can change the partner list. Everyone else can see it but not change it.
The setup wizard
The first time an owner or admin opens the Dashboard, a setup wizard opens.
1. Under Which partner programs are you part of?, select every program your organisation belongs to: AWS Partner Network, Google Cloud, Microsoft (MAICPP), Databricks, Snowflake, Salesforce or Claude Partner Network.
2. Under Which CRM do you use?, select Salesforce or HubSpot if you use one.
3. Choose Continue. The partners you picked are saved straight away.
4. For each partner that Celeritic can connect to, the wizard does one of two things. It either asks for the partner's connection details (then choose Save & Continue), or shows a Connect button that takes you to sign in to that partner. To leave a step until later, choose Skip for now. See Connecting a partner program.
5. Next, the wizard explains Partnership Health: one score for each partner, built from several measures. You choose how much each measure counts. When you are done, choose Finish setup.
Not ready? Choose Skip setup for now. You can come back to it at any time.
If a member opens the dashboard before setup is finished, they do not see the wizard. They see Partner setup is done by an admin, and can choose Continue to Celeritic.
Change the list later
Open Settings, then My partnerships under Partners.
• Your current partners are listed first. Open a partner's row to add or update its connection details.
• Partners not yet active lists every other partner Celeritic supports. Choose the Activate button next to one (for example Activate AWS) to add it.
• To remove a partner, choose the bin icon on its row, then Remove. This takes the partner out of your Partnerships tiles and Collateral folders. Its saved connection details are not deleted.
You can also run the wizard again: open Settings, then Profile, and choose Run partner setup. Your existing partners are kept.
Good to know
• Choosing a CRM in the wizard does not add it as a partner. Salesforce appears in both lists, because it is both a partner program and a CRM. The two choices are kept separate.
• Adding a partner is not the same as connecting it. A partner can be on your list before anything is connected, and it still gets its Partnerships tile and Collateral folder.
• Members: if a partner you work with is missing, ask an owner or admin to add it.
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