The "Partners" tab in OneClick
The Partners tab is in the OneClick settings of a customer. A team member uses it to set the notifications, the footer help link and the support email of that customer.
The values in this tab are customer values. They replace your defaults for this customer only. See How defaults and customer values work together.
Who sees the tab
Section titled “Who sees the tab”OneClick shows the menu item Partners only to a user who meets all these conditions:
- The Pipedrive company is a customer of your Partner.
- The user is a Pipedrive global admin in the customer.
- The user also uses OneClick in the Pipedrive company of your Partner.
All-customer access and Portal Access do not control the tab. Other admins of the customer see only General, API Keys and Customize.
Partner settings
Section titled “Partner settings”The tab has the heading Partner settings. The help icon next to the heading opens this page.
| Setting | What it does | The same field in the Partner Portal |
|---|---|---|
| Email notifications | Tells if Zimple can send emails on new features and app updates to the customer. | Allow emails from Zimple |
| In-app notifications | When it is on, OneClick shows the in-app messages from Zimple to the customer users. | Allow in-app messages from Zimple |
| Footer help link URL | The URL that opens when a customer user clicks the help icon in the footer. | Help link |
| Partner support email | The email address that gets the feedback that the customer users send from the footer. | Feedback email |
The two toggles are in the section Notifications.
Footer help link URL
Section titled “Footer help link URL”When Footer help link URL is empty, the help icon opens your default help link. When you have no default help
link, the help icon opens the Knowledge Base, https://help.theoneclick.io.
Partner support email
Section titled “Partner support email”A customer user clicks the feedback icon in the footer and sends the form. OneClick then sends an email with the subject OneClick Feedback to the support email. The email has the email address of the user, the feedback type and the message.
When Partner support email is empty, the feedback goes to your default feedback email. When you have no default feedback email, the feedback goes to Zimple.
Notifications
Section titled “Notifications”When In-app notifications is off, OneClick does not show the in-app messages from Zimple to the customer users.
OneClick saves Email notifications as the customer value. OneClick does not send the change to Zimple. When a toggle changes in the Partner Portal, the Partner Portal sends the values of the two toggles to Zimple in one message. See Set the consent toggles of a customer.
Change the settings
Section titled “Change the settings”- Click Settings at the bottom of the OneClick Panel.
- Click the Settings tab.
- Click Partners in the menu at the left. The Partner settings open.
- Click the switch of Email notifications or In-app notifications to turn it on or off.
- In Footer help link URL, type the URL of your help page.
- In Partner support email, type the email address of your support.
- Click Save changes. OneClick shows Settings are saved successfully.
To discard the changes, click Cancel. If the save fails, OneClick shows Saving settings failed.
Rules of the fields
Section titled “Rules of the fields”- Type Footer help link URL as a full URL, for example
https://example.com/help. - Partner support email must be a valid email address.
- To remove a value, make the field empty and save. OneClick then uses your default again.
Toggles without a customer value
Section titled “Toggles without a customer value”A customer can have no value for a toggle. The tab then shows the toggle as off. Save changes saves both toggles as the tab shows them. The customer value then replaces your default.
Save changes on the General tab and on the Customize tab also saves the two toggles.