Partner · Getting started: access and overview

1. What the partner console is

The partner console is a third application, separate from client agencies’ Platform and from staff’s internal panel: it lives at /partner/* inside the same Admin app (locally, localhost:3001/partner/login) but with its own login and its own visual identity. It’s the panel for a white-label partner: a company that resells the Platform to its own customers under its own brand, manages its portfolio of tenants, charges its customers (or pays a seat fee to the Platform), and customizes the look those customers see.

The console’s sidebar gathers its sections in this order: Overview (this manual), Customers (Manual 38), Wallet and Billing (Manual 39), Brand, Referrals, Team and Activity (Manual 41), Plans — your own catalog of plans, including custom ones (Manual 40, section 1, and Manual 38, section 5) — and AI (Manual 40), Announcements (Manual 41) and Support (Manual 42). “My account”, with two-factor verification, opens from your profile menu at the top right (Manual 42).

Note — “Referrals” may not show up in your menu

If your account is in White label mode and has never had any referral yet (not a single commission, not even from one who has already unsubscribed), the menu doesn’t show “Referrals” — it doesn’t apply to how you work, so it doesn’t take up space. As soon as you have your first active referral, it shows up again on its own. If your account is in Referral mode, “Referrals” always shows, whatever your activity — it’s the center of your console (Manual 54 “Referrals: how the money works”).

Roles within the console: Owner and Member

Every partner console account has one of these two roles:

Role	Scope
Owner	Full access to the console: everything a Member has, plus financial or organization-wide actions — topping up the Wallet, your seat quota and manual charging (Manual 39), creating/versioning your own plans and managing BYOK credentials/activating models in AI (Manual 40), Brand and your own Domain, Announcements to all your tenants, and Team (inviting and deactivating users, Manual 41).
Member	An account invited by an Owner, with access to the same console but read-only on the actions above. They CAN carry out, on equal footing with the Owner, the day-to-day operational actions: signing up a new tenant, entering a customer’s panel (impersonation), connecting their WhatsApp, and managing support tickets — none of these is exclusive to the Owner.

Note — Wallet, Billing, Plans, AI, Brand, Domain, Announcements and Team belong to the Owner

These are the financial actions or the ones that affect your whole partner account at once — the real permission (partner:wallet.manage, partner:billing.manage, partner:plans.manage, partner:credentials.manage, partner:branding.manage, partner:domain.manage, partner:announcements.manage, partner:users.manage) is only held by the Owner role; a Member sees those screens, but their write buttons are hidden or the action is rejected if forced. As with the rest of the platform, the backend is the source of truth for permissions.

2. Procedure: logging in

Requirements: an active partner account (Owner or Member).

1. Open /partner/login. The screen is split in two: on the left, a dark panel with the message “Your partner console manages your customers” and three bullet points (“Sign up tenants in minutes”, “Commission and balance tracking”, “Exclusive access for partners”); on the right, the “Log in (Partners)” form.
2. Type your Email and Password.
3. (Optional) Check “Keep me signed in”.
4. Tap Log in.

Result: you land on your console’s Overview. If your account has two-factor verification on (Manual 42), you’re first asked for a 6-digit code from your authenticator app before login completes.

3. The Overview, at a glance

It’s the home screen after login. It shows three cards:

• Tenants: the number of customers in your portfolio.
• Mode: your partner mode (for example, “White label”).
• Wallet balance: your credit wallet’s current balance (Manual 39).

Below the cards, two status chips: your partner account’s Status (“Active”…) and Stripe Connect — your connection status with Stripe to charge your customers directly (Manual 39, “Charging customers”): “In progress” while you haven’t completed the Stripe wizard, and another value once it’s done.

Warning — Where to go next

To sign up your first customer and understand seats, go to Manual 38 · Customers. To choose your seat plan and turn on charging your customers, Manual 39 · Wallet and Billing.

4. Your contract currency: euros or dollars, fixed at sign-up

Your partner account has a contract with the Platform denominated in a single currency — euros (€) or US dollars (US$) — decided by the Platform’s team when you were signed up as a partner. It isn’t a setting you can change yourself: today there’s no “change currency” screen or selector in your console. If you ever need to change it, it’s a contract decision — discuss it with your account manager.

That’s the currency you’ll see in every amount that’s yours: the Wallet balance on this Overview, your seat quota and your top-ups (Manual 39), and your AI resale prices and margin (Manual 40) always use the same one — you’ll never see a mix of € and US$ within those screens. There’s no card that literally says “Currency: EUR” or “Currency: USD”: you recognize it by the symbol next to each amount.

Warning — Your Referral commissions are the one exception

Unlike everything above, a Referral amount (Manual 41, section 4) isn’t guaranteed to use your own contract currency: each commission is denominated in the referred customer’s actual contract currency, not yours. In practice it almost always matches (a referral’s self-service sign-up always starts in euros), but if you ever see a commission in a different currency than your wallet’s, it isn’t a bug — the reason is explained in Manual 54 “Referrals: how the money works”, section 5.

Note

Most partners work in euros; some international partners operate in dollars. It’s the same console with the same behavior in both cases — only the amounts’ symbol changes.