The Partner Portal is at [partners.theoneclick.io](https://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 | 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](/docs/partner-portal/getting-started/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 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 On a narrow screen, the sidebar is hidden. 1. At the top left, click the menu button. The sidebar opens with the title **Menu**. 2. 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 ### 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 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](/docs/partner-portal/customers/add-a-customer). - Remove a customer: [Remove a customer](/docs/partner-portal/customers/remove-a-customer). ### 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/`. 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](/docs/partner-portal/customers/change-the-seat-limit) - [Set the consent toggles of a customer](/docs/partner-portal/customers/set-the-consent-toggles-of-a-customer) - [Customize the footer of a customer](/docs/partner-portal/customers/customize-the-footer-of-a-customer) - [Allow or block a customer user](/docs/partner-portal/customers/allow-or-block-a-customer-user) - [All-customer access](/docs/partner-portal/customers/all-customer-access) - [Customer settings fields](/docs/partner-portal/reference/customer-settings-fields) ### Users The **Users** page has the heading **Manage portal access for your team.** It shows the team members and their portal access. - [Give a team member portal access](/docs/partner-portal/users/give-a-team-member-portal-access) ### 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. - [Find a Button](/docs/partner-portal/buttons/find-a-button) - [Copy a Button to a customer](/docs/partner-portal/buttons/copy-a-button-to-a-customer) - [What a copy leaves behind](/docs/partner-portal/buttons/what-a-copy-leaves-behind) ### Button logs The **Button logs** page shows the Button logs of your customers. It has the filter builder and the table of Button logs. - [Find a Button log](/docs/partner-portal/buttons/find-a-button-log) - [Button log fields and filter operators](/docs/partner-portal/reference/button-log-fields-and-filter-operators) ### Waitlist The **Waitlist** page has the heading **Pre-claim domains for your partner account.** It shows the Pipedrive subdomains that your Partner pre-claims. - [Pre-claim a domain](/docs/partner-portal/waitlist/pre-claim-a-domain) - [Edit or remove a Waitlist entry](/docs/partner-portal/waitlist/edit-or-remove-a-waitlist-entry) ### Settings The **Settings** page has the heading **Your partner account.** It has the company details of your Partner and the Partner API key. - [Update your company details](/docs/partner-portal/settings/update-your-company-details) - [Manage the Partner API key](/docs/partner-portal/settings/manage-the-partner-api-key) - [Settings fields](/docs/partner-portal/reference/settings-fields) ### 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. - [Set footer and consent defaults](/docs/partner-portal/defaults/set-footer-and-consent-defaults) - [Defaults fields](/docs/partner-portal/reference/defaults-fields) ## 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](/docs/partner-portal/getting-started/you-do-not-have-portal-access). | | **You're signed out.** | After you click **Sign out**. Click **Sign in again** to sign in. | ## 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.