Channel Partners
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Channel Partners
Cope Notes Channel Partners
Sign in to upload eligibility files, review processing status, and download reporting details for your partner account.
Channel Partners
Reset password
Enter your admin email and we will send a secure password reset link.
Channel Partners
Create password
Choose a password for your partner admin account.
Channel partner workspace
Eligibility Uploads
Dashboard
Partner operations
Monitor recent uploads, monthly activity, exceptions, and billing readiness from one place.
Recent activity
Latest uploads
Next step
Send an eligibility file
Upload files securely here, or send files through your organization's SFTP connection. SFTP uploads are previewed automatically and appear in History when they are ready to review.
Secure transfer
Upload eligibility file
Choose a voucher group and file. We will show a preview before anything is processed.
Preview
Upload preview
File requirements
Before uploading
- Use CSV or TXT format.
- Include one row per eligible member.
- Avoid protected details in the file name.
- Review History after upload for validation results.
Upload history
Recent partner files
Track upload status, row counts, validation results, and selected upload detail. SFTP uploads appear here when their preview is ready.
| File | Voucher group | Status | Uploaded | Rows | Actions |
|---|
Reports
Monthly activity
Compare a selected month with recent and all-time partner activity.
Generated reports
Monthly reports and statements
| Report period | Status | Added | Termed | Skipped/ineligible | Actions |
|---|
Import issue files
Errored and skipped rows by upload
| File | Voucher group | Processed | Issues | Actions |
|---|
Users
Partner users
Review users added for all voucher groups
User roster
Billing & Statements
Settlement statements and payments
Review monthly settlement statements, invoices, payout status, and prepaid usage balances.
Statement history
Settlement statements
| Period | Type | Status | Receivable | Payable | Actions |
|---|
Settings
Admins
Review portal admins and the managed SFTP entry point for this partner.
Partner admins
Portal access
| Name | Actions | Role |
|---|
SFTP
Managed file portal
Use SFTP for automated delivery. Files still land in the same protected bucket and follow the same ingestion, reporting, and billing workflow.
Open SFTP file portal