Partner Portal

The Partner Portal is a self-service area where your distribution partners can log in to view their leads, invoices, and profile. Partners access it at a dedicated URL (e.g., /partner/login or your app's partner subdomain). You manage partner accounts and permissions from your admin side; partners use the portal to stay informed without needing you to send manual reports.

Accessing the Partner Portal

1. Partners navigate to the partner login URL (e.g., https://yourapp.com/partner/login).
2. Partners enter their email and password (or use a password reset flow if needed).
3. After login, they see their dashboard with leads, invoices, and profile info.

Inviting partners: You create partner accounts and send invites (or temporary passwords) from the Partners section (see Partner Management).

What Partners See

Dashboard

• Summary stats – Total leads received, leads this month, recent activity.
• Quick links – To leads, invoices, and profile.

Leads

• Lead list – Leads delivered to them, with key fields (name, email, date received, etc.).
• Search and filter – Partners can search and filter their leads.
• Export – Download their leads as CSV (if enabled).

Note: Partners only see leads that were delivered to them. They do not see your full CRM or other partners' leads.

Invoices

• Invoice list – Past and current invoices.
• Download – PDF or CSV download for each invoice.
• Status – Paid, pending, or overdue (if configured).

Profile

• Contact info – Update their email, phone, or address.
• Delivery settings – View or update webhook URL, email preferences (if you allow partner self-service for these).
• Password – Change their password.

Permissions and Security

• Isolated data – Each partner sees only their own leads and invoices.
• Account isolation – Partners cannot access your main app or other partners' data.
• Audit – Partner logins and actions can be logged for compliance.

Enabling the Partner Portal

The partner portal is typically enabled per account. If you don't see it:

1. Check Settings or Distribution configuration.
2. Ensure partner accounts have portal access enabled.
3. Ensure partners have received login credentials (email + invite or temporary password).

Best Practices

• Onboard clearly – Send partners a welcome email with the login URL and how to reset their password.
• Set expectations – Tell partners what they can view (leads, invoices) and what they can't (other partners, your CRM).
• Keep credentials secure – Use strong passwords and consider SSO if you have many partners.

Next Steps

• Manage partner accounts
• Configure delivery channels
• Understand invoicing