Partners, customers and users
The Partner Portal works with three things: the Partner, its customers and the users of both. Each of them is a Pipedrive company or a Pipedrive user that installed OneClick.
The Partner
Section titled “The Partner”A Partner is a reseller that sells OneClick to its own customers. The Partner has its own Pipedrive company, and OneClick is installed in it. Zimple makes this company a Partner.
The users of the Pipedrive company of the Partner are the team members. Only team members can sign in to the Partner Portal.
Customers
Section titled “Customers”A customer is a Pipedrive company that is linked to a Partner. One customer has one row on the Customers page. The customer installs OneClick in its own Pipedrive company. Then the Partner adds the customer in the Partner Portal, or pre-claims its subdomain on the Waitlist before the install.
When you remove a customer, the Partner Portal unlinks it. The customer is no longer linked to your Partner, and the customer data stays in OneClick.
A user is a Pipedrive user who installed OneClick. A Pipedrive company can have many users. Three settings control what a user can do:
| Setting | Who has it | What it does | Where you change it |
|---|---|---|---|
| Portal Access | A team member | Lets the user sign in to the Partner Portal. | The Users page. |
| All-customer access | A team member | The Partner Portal keeps it. OneClick does not read it. | The Partner users list on the Users tab of a customer. |
| Allow OneClick | A customer user | Lets the user use OneClick. A blocked customer user does not use a seat. | The User seat assignment list on the Users tab of a customer. |
Portal Access and All-customer access are two different settings. A team member can have one of them, both of them or neither.
The last user with portal access cannot lose it. One team member must always keep access to the Partner Portal.
Each customer has a seat limit. It is the maximum number of customer users that can use OneClick in that customer. A seat limit of 0 means no limit. Team members do not use customer seats.