Entry Points to Content Collection

How partners access forms and dashboards—URLs, emails, embedded buttons, customer accounts.

Partners need to access your collection surfaces. Here are the entry points.

The Flow

Partner receives access
        │
        ▼
   Entry Point
   (URL, email, button, account UI)
        │
        ▼
   Auth (SSO, magic link, password)
        │
        ▼
   Collection Surface
   (form, dashboard, picker)

Entry Point Types

Direct URLs

Simple links to CC-hosted forms and dashboards.

Use for:

• Sharing in DMs, Slack, partner portals
• Linking from your website
• QR codes at events

Example: https://partners.yourbrand.com/dashboard

Emails with URLs + SSO

Partner emails containing magic links that authenticate automatically.

Use for:

• Onboarding sequences
• Update requests
• Reminder campaigns

Flow:

1. Partner receives email
2. Clicks magic link
3. Automatically authenticated
4. Lands on form/dashboard

Embedded Buttons in Partner Apps

Buttons in your existing partner tools that deep-link with SSO.

Use for:

• Affiliate platforms (Impact, ShareASale)
• CRMs (HubSpot, Salesforce)
• Custom partner portals

Flow:

1. Partner is logged into your app
2. Clicks “Customize My Shop” button
3. SSO passes identity
4. Opens CC dashboard authenticated

UI in Customer Accounts

Shopify customer account extensions for partners who are also customers.

Use for:

• Ambassador programs where partners are customers
• Loyalty → Affiliate upgrades
• Self-service partner management

Flow:

1. Customer logs into account
2. Sees “My Partnership” section
3. Accesses forms/dashboard in-account

Authentication Options

Method	Best For	Setup
Magic links	Email-based entry	Built into CC
SSO (SAML/OAuth)	Enterprise, existing identity	Configuration required
Password	Standalone access	Built into CC
Customer account	Shopify-based identity	App block install

Related

• Links + Auth Explained
• Customer Accounts UI