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What Is Trading Partner Manager?

As part of our new Supply Chain Collaboration capabilities, Trading Partner Manager is included in all Data Platform plans and gives you complete control over partner onboarding. You configure the onboarding workflow once: create a branded email with your logo and data security terms, then define exactly what information and certificates you need. From there, you invite partners individually or in bulk.

How Partner Onboarding Works.

What happens next is where the magic happens. Your partners receive your branded email, click the link, and enter a guided wizard where they provide their details and upload certificates. The system automatically tests the connection in the background. By the time your team gets involved, all the information is collected, verified, and ready to go.

Key Capabilities.

  • Bulk or individual invitations — Onboard multiple partners simultaneously or add them one at a time as needed.
  • Branded partner experience — Your logo, your terms, your identity throughout the entire onboarding journey.
  • Guided self-service — Partners see exactly what’s required, with step-by-step instructions that eliminate confusion.
  • Automated certificate management — Partners upload certificates directly, and the system handles renewal notifications as certificates approach expiration.
  • One-click connection testing — Both you and your partners can verify certificates and network settings without coordinating firewall test sessions.
  • Seamless platform integration — All partner configurations flow directly into your Lobster Data Platform, ready for final setup.

Why It Matters.

Trading Partner Manager reduces your onboarding time from days to hours. Your team focuses on mapping business logic and customization—not chasing emails. You can scale your partner network without scaling your administrative overhead. Most importantly, you control the entire process from your platform.

Ready to streamline supplier onboarding? Trading Partner Manager is available now in all Lobster Data Platform plans.

Ready to Get Started?

Ready to cut supplier onboarding from days to hours? Book a demo to see Trading Partner Manager in action.

Book a demo