Sign in and sign out

You sign in to the Partner Portal with your Pipedrive account. The Partner Portal has no passwords of its own.

Before you start, make sure that:

• You installed OneClick in the Pipedrive company of your Partner. See Install OneClick as a user.
• You have portal access. A team member with portal access gives it to you on the Users page. For the first user of a Partner, Zimple support gives it.

Sign in

1. Open partners.theoneclick.io. The page Sign in opens.
2. Click Continue with Pipedrive. Pipedrive opens.
3. If Pipedrive asks you to sign in, sign in with your Pipedrive account.
4. If your Pipedrive user has access to more than one company, select the Pipedrive company of your Partner.
5. Allow the Partner Portal to use your Pipedrive account. The Dashboard of the Partner Portal opens.

The Dashboard shows Hello, and your name. It also shows your email and the name of your Pipedrive company. The tiles Portal access, Role and Installation show your portal access, your role and the id of your OneClick installation.

If the Partner Portal shows You don’t have portal access., see You don’t have portal access.

You stay signed in for 7 days. After that, sign in again.

Sign out

1. On a narrow screen, click the button with your initials at the top right. A menu opens.
2. Click Sign out. On a wide screen, it is at the top right of the page. The page You’re signed out. opens.
3. To sign in again, click Sign in again.