> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Partner Onboarding

> Six-step guided wizard for creating a new referral partner — profile, contacts, contract setup, milestones, and review.

The Partner Onboarding wizard at `/ce/partners/onboard` walks users through a structured six-step process to create a new referral partner, collecting profile information, primary and additional contacts, contract setup, and milestones before a final review.

## Overview

Navigating to `/ce/partners/onboard` loads `PartnerOnboardingWizard`, which uses `WizardShell` with a timeline layout. The wizard collects data across six steps and, on final submission, creates the partner record. On completion a success screen appears with a **View Partner** link to the new partner's detail page.

## Who it's for

Permission required: `ce.partners.create`

## Before you start

* You must have `ce.partners.create` permission.
* Have the partner organization's legal name, type, primary contact details, and any known contract terms ready before starting.

## Steps

<Steps>
  <Step title="Partner Profile">
    Enter the partner organization's name, legal name, partner type, relationship status, address, website, phone, and notes.
  </Step>

  <Step title="Primary Contact">
    Enter the primary point of contact's first name, last name, title, email, and phone number.
  </Step>

  <Step title="Additional Contacts">
    Optionally add further contacts associated with this partner organization.
  </Step>

  <Step title="Contract Setup">
    Configure initial contract terms such as type, start date, and key provisions.
  </Step>

  <Step title="Milestones">
    Set relationship milestones and target dates relevant to this partner type.
  </Step>

  <Step title="Review">
    Review all entered information. Go back to any step to make corrections, then submit to create the partner record.
  </Step>
</Steps>

## Key concepts

* **WizardShell (PF-40)** — The wizard is rendered by the platform's `WizardShell` with a timeline sidebar that shows progress across all steps.
* **Completion screen** — After creation, the wizard renders a `WizardCompleteStep` with options to view the new partner or return to the Partners list.

## Related

<Columns cols={2}>
  <Card title="Community Engagement" icon="bullhorn" href="/ce/overview">
    Community Engagement core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/ce.tsx
  * src/cores/ce/wizards/partner-onboarding/PartnerOnboardingWizard.tsx
  * src/cores/ce/wizards/partner-onboarding/steps/PartnerProfileStep.tsx
  * src/cores/ce/wizards/partner-onboarding/steps/ReviewStep.tsx
  * src/cores/ce/wizards/partner-onboarding/hooks/usePartnerOnboardingWizard.ts
</Accordion>