Setting up Activate
Enable Activate for a client
Allocate the Activate product with + Add Activate, and what the allocation modal records.
Enable Activate for a client
Allocating Activate is the first step. It adds the product to the engagement and gets PartnerStack and Zoom ready to connect. It does not give the client access or start any agents.
Where to allocate
- Clients list: rows for Align-only engagements show + Add Activate.
- Client detail, Products tab: the dashed Add product tile.
- Client detail, Journey tab: the Products card in the right rail shows Add Activate.
- New clients: in the New Client wizard, choose Align + Activate at product allocation. Selecting Activate also selects Align.
The Add Activate modal
The modal explains what allocation provisions and asks for some optional details:
- IT contact for integrations (optional): Full name, Role and Email. This is the person who will connect PartnerStack and Zoom. Fill in a name and a valid email, or leave all three blank. A half-filled contact is rejected.
- PartnerStack and Zoom cards, each asking whether the client has a tenant.
Press Add Activate to confirm. Any integration request goes to the IT contact once allocation succeeds.
If Align is not published yet
The modal shows Blocked · Align publication required. You can still allocate. Onboarding cannot capture the Strategy baseline until the Business Alignment Pack is published. Once it is published, reopen the same onboarding URL. You do not need to allocate again.
After allocation
You land in the Activate onboarding wizard, and the Products tab now shows an Activate card with status allocated.