Pages and navigation
The Partner Portal is at partners.theoneclick.io. Each page has a header at the top and the sidebar at the left. The sidebar has the section Manage with the pages of your Partner.
The header
Section titled “The header”| Item | What it does |
|---|---|
| Partner Portal | The title at the top left. Click it to open the Dashboard. |
| Help | Opens the OneClick help site, https://help.theoneclick.io, in a new browser tab. On a medium screen, the header shows only the question mark icon. |
| Your name and your email | Show the user that is signed in. |
| Sign out | Signs you out. See Sign in and sign out. |
On a narrow screen, the header shows a button with your initials in place of your name. The button opens a menu with Help and Sign out.
The sidebar
Section titled “The sidebar”The section Manage has these items:
| Item | Page that opens | Address |
|---|---|---|
| Customers | Customers | /customers |
| Users | Users | /users |
| Buttons | No page. Click it to show or hide List and Logs. | |
| List | Buttons, the Buttons of your customers and the Template Buttons | /buttons/list |
| Logs | Button logs | /buttons/logs |
| Waitlist | Waitlist | /waitlist |
| Settings | Settings | /settings |
| Defaults | Defaults | /defaults |
The sidebar shows the open page with a bar at its left. When a page of Buttons is open, the sidebar shows List and Logs without a click.
The sidebar on a narrow screen
Section titled “The sidebar on a narrow screen”On a narrow screen, the sidebar is hidden.
- At the top left, click the menu button. The sidebar opens with the title Menu.
- Click an item. The page opens and the sidebar closes.
To close the sidebar without a change of page, click the X button, press Escape or click outside the sidebar.
The pages
Section titled “The pages”Dashboard
Section titled “Dashboard”The Dashboard opens after you sign in. It shows Hello, and your name, 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. To open it, click Partner Portal in the header.
An address that is not a page of the Partner Portal also opens the Dashboard.
Customers
Section titled “Customers”The Customers page has the heading Manage your customer organizations. It shows a row for each customer, with the seats in use and the seat limit.
- Add a customer: Add a customer.
- Remove a customer: Remove a customer.
The page of a customer
Section titled “The page of a customer”To open the page of a customer, click the name of the customer on the Customers page. The address is
/customers/<id>. The page shows the name of the customer, its Pipedrive subdomain, and the seats in use and the
seat limit. It has two tabs:
| Tab | Contents | Address |
|---|---|---|
| Settings | The seat limit, the consent toggles and the footer of the customer. The page opens on this tab. | ?tab=settings |
| Users | The lists User seat assignment and Partner users. | ?tab=users |
To go back to the Customers page, click ← Customers above the name.
- Change the seat limit
- Set the consent toggles of a customer
- Customize the footer of a customer
- Allow or block a customer user
- All-customer access
- Customer settings fields
The Users page has the heading Manage portal access for your team. It shows the team members and their portal access.
Buttons
Section titled “Buttons”The Buttons page has the heading Buttons across your customers. It has two tabs: Your buttons shows the
Buttons of your customers, and Templates shows the Template Buttons. The address /buttons also opens this page.
Button logs
Section titled “Button logs”The Button logs page shows the Button logs of your customers. It has the filter builder and the table of Button logs.
Waitlist
Section titled “Waitlist”The Waitlist page has the heading Pre-claim domains for your partner account. It shows the Pipedrive subdomains that your Partner pre-claims.
Settings
Section titled “Settings”The Settings page has the heading Your partner account. It has the company details of your Partner and the Partner API key.
Defaults
Section titled “Defaults”The Defaults page has the heading Defaults applied to new customers. It has the default consent toggles and the default footer of your customers.
Pages outside the sidebar
Section titled “Pages outside the sidebar”These pages have no header and no sidebar.
| Page | When it opens |
|---|---|
| Sign in | When you are not signed in. After the sign-in, the page that you opened first opens. |
| Access denied | When the Partner Portal does not let you sign in. See You don’t have portal access. |
| You’re signed out. | After you click Sign out. Click Sign in again to sign in. |
The browser tab
Section titled “The browser tab”The browser tab shows the name of the page and Partner Portal, for example Customers — Partner Portal. On the page of a customer, the tab shows the name of the customer.