What is the Partner Portal
The Partner Portal is the application in which a Partner manages its customers and their Buttons. A Partner is a reseller that sells OneClick to its own customers. The Partner Portal is at partners.theoneclick.io.
You sign in to the Partner Portal with your Pipedrive account. The Partner Portal has no passwords of its own. See Sign in and sign out.
What a team member can do
Section titled “What a team member can do”The sidebar of the Partner Portal has the section Manage with these pages:
- Customers: add a customer, set its seat limit, users, consent toggles and footer, or remove the customer.
- Users: give portal access to your team members.
- Buttons: find the Buttons of your customers and the Template Buttons in List. Copy a Button to a customer. Find the Button logs of your customers in Logs.
- Waitlist: pre-claim the Pipedrive subdomain of a company before it installs OneClick.
- Settings: update the company and invoicing details of your Partner, and manage the Partner API key.
- Defaults: set the footer and consent values that apply to all customers without their own values.
The first page after sign-in is the Dashboard. It shows your name, your email and your Pipedrive company. The tiles Portal access, Role and Installation show your portal access, your role and the id of your OneClick installation.
Start here
Section titled “Start here”- Read Partners, customers and users.
- Do the tutorial Add your first customer.