# OneClick

> OneClick adds Buttons to Pipedrive. This is the documentation for OneClick, Interface Builder and the Partner Portal, and the Changelog.

## OneClick

- [Getting started](https://help.theoneclick.io/docs/getting-started.md): See what OneClick adds to Pipedrive: Buttons in the Panel and in the Floating window. Learn the three Button types and the steps to start to use them.
- [Install OneClick as a global admin](https://help.theoneclick.io/docs/getting-started/install.md): Install OneClick for your company from the Pipedrive Marketplace as a Pipedrive global admin. Then make your Buttons and give a seat to each user.
- [Install OneClick as a user](https://help.theoneclick.io/docs/getting-started/install-as-a-user.md): Install OneClick for yourself from the Pipedrive Marketplace when OneClick is already in your company.
- [Uninstall OneClick](https://help.theoneclick.io/docs/getting-started/uninstall.md): Uninstall OneClick from Pipedrive, and what happens to your Buttons and settings.
- [Use Buttons](https://help.theoneclick.io/docs/use-buttons.md): Find the Buttons in the Panel and in the Floating window, and learn what the icons on a Button tell you.
- [Press a Button](https://help.theoneclick.io/docs/use-buttons/press-a-button.md): Press a Button, read its description and see the result of the press.
- [Fill in the fields](https://help.theoneclick.io/docs/use-buttons/fill-in-fields.md): Examine and fill in the fields of a Button, and correct the fields that OneClick marks as not valid.
- [Read messages](https://help.theoneclick.io/docs/use-buttons/messages.md): Read the messages that the process of a Button sends back to you, and mark them as read.
- [Use an Interface view](https://help.theoneclick.io/docs/use-buttons/use-an-interface-view.md): Open the Interface view of an Interface button and work in it.
- [Why no Buttons show](https://help.theoneclick.io/docs/use-buttons/no-buttons.md): The reasons why the Panel or the Floating window shows no Buttons, and what to do.
- [Buttons](https://help.theoneclick.io/docs/buttons.md): Select the Button type for Pipedrive: a Workflow, Link or Interface button. Then make the Button and put it in the Panel of a record or in the Floating window.
- [Manage Buttons](https://help.theoneclick.io/docs/buttons/manage-buttons.md): Sort, group, duplicate and delete Buttons in the OneClick Settings.
- [Transfer a Button](https://help.theoneclick.io/docs/buttons/transfer-a-button.md): Copy a Button to the OneClick of another Pipedrive company with a transfer-enabled API key.
- [Migrate to API v2](https://help.theoneclick.io/docs/buttons/migrate-to-api-v2.md): Move a Workflow button or a Link button to Pipedrive API v2, and test it before the users see it.
- [Workflow button](https://help.theoneclick.io/docs/buttons/workflow-button.md): A Workflow button sends the data of a Pipedrive record to a URL, for example a Make or Zapier webhook.
- [Button behavior](https://help.theoneclick.io/docs/buttons/workflow-button/sections/button-behavior.md): Block a Workflow button for some seconds after a press, and ask the user to confirm a press.
- [Headers](https://help.theoneclick.io/docs/buttons/workflow-button/sections/headers.md): Send your own HTTP headers, for example an API token, with the request of a Workflow button.
- [Custom fields](https://help.theoneclick.io/docs/buttons/workflow-button/sections/custom-fields.md): Show Pipedrive fields and disposable fields before a press, require or block values, and send the values with the request.
- [Advanced validation](https://help.theoneclick.io/docs/buttons/workflow-button/sections/advanced-validation.md): Examine the field values with rules, AND and OR groups and your own error messages before a Workflow button sends the data.
- [Products](https://help.theoneclick.io/docs/buttons/workflow-button/sections/products.md): Send the products of a deal with the request of a Workflow button, and require at least one product.
- [Messaging](https://help.theoneclick.io/docs/buttons/workflow-button/sections/messaging.md): Send status messages and custom messages from your process back to the user who pressed the Button.
- [Limit visibility](https://help.theoneclick.io/docs/buttons/limit-visibility.md): Show a Button only on some record types, pipelines and stages, or only for some users and groups.
- [Link button](https://help.theoneclick.io/docs/buttons/link-button.md): A Link button opens a URL that it builds from the field values of a Pipedrive record.
- [Signed link](https://help.theoneclick.io/docs/buttons/link-button/sections/signed-link.md): Put a short-lived signed token in the URL of a Link button, so that the target page can verify the click.
- [Interface button](https://help.theoneclick.io/docs/buttons/interface-button.md): An Interface button opens an Interface view that you build in Interface Builder.
- [Using OneClick with](https://help.theoneclick.io/docs/using-oneclick-with.md): Use OneClick Buttons with Zapier, Make, Node.js, Google Forms, Xero and a business registry. Find the Button type and the guides for each service.
- [Start a Zap](https://help.theoneclick.io/docs/using-oneclick-with/zapier/start-a-zap.md): Make a Workflow button that starts a Zap, and add a note to the deal from the Zap.
- [Use field values in a Zap](https://help.theoneclick.io/docs/using-oneclick-with/zapier/use-field-values-in-a-zap.md): Add fields to a Workflow button and use their values in a note that a Zap adds to the deal.
- [Send messages from a Zap](https://help.theoneclick.io/docs/using-oneclick-with/zapier/send-messages-from-a-zap.md): Turn on messaging for a Workflow button, and send custom messages from a Zap back to the user.
- [Start a Make scenario](https://help.theoneclick.io/docs/using-oneclick-with/make/start-a-make-scenario.md): Start a Make scenario with a Workflow button that the Button click module of OneClick for Pipedrive makes.
- [Send messages from Make](https://help.theoneclick.io/docs/using-oneclick-with/make/send-messages-from-make.md): Send messages from a Make scenario back to the user with the Send message module of OneClick for Pipedrive.
- [Use field and product data in Make](https://help.theoneclick.io/docs/using-oneclick-with/make/use-field-and-product-data-in-make.md): Use the field values and the deal products of a Workflow button press in a Make scenario.
- [Receive a Workflow button press](https://help.theoneclick.io/docs/using-oneclick-with/nodejs/receive-a-workflow-button-press.md): Make a Node.js endpoint with Express that gets the request of a Workflow button and sends a message back to the user.
- [Check the secret header](https://help.theoneclick.io/docs/using-oneclick-with/nodejs/check-the-secret-header.md): Add a secret header to a Workflow button and make a Node.js endpoint accept only the requests that have it.
- [Verify a Signed link](https://help.theoneclick.io/docs/using-oneclick-with/nodejs/verify-a-signed-link.md): Verify the token of a Link button with a Signed link on a Node.js server, with the built-in crypto module or a JWT library.
- [Fill in a Google Form](https://help.theoneclick.io/docs/using-oneclick-with/google-forms/fill-in-a-google-form.md): Make a Link button that opens a Google Form with answers from the deal.
- [Show invoices in Xero](https://help.theoneclick.io/docs/using-oneclick-with/xero/show-invoices-in-xero.md): Make a Link button that opens the invoice activity of the organization in Xero.
- [Show an organization in the business registry](https://help.theoneclick.io/docs/using-oneclick-with/business-registry/show-an-organization-in-the-business-registry.md): Make a Link button that opens the page of the organization in a public business registry.
- [Settings](https://help.theoneclick.io/docs/settings.md): Open the OneClick Settings in Pipedrive as a global admin. See who can open them and what the Buttons, Users, Groups, Subscription and Settings tabs contain.
- [General](https://help.theoneclick.io/docs/settings/general.md): Use Reveal on hover to save the Pipedrive API token budget of your company.
- [API keys](https://help.theoneclick.io/docs/settings/api-keys.md): Make a OneClick API key for the Make modules or a transfer-enabled API key for Button transfers.
- [Custom footer](https://help.theoneclick.io/docs/settings/custom-footer.md): Remove the "Powered by Zimple" banner from the Panel or show your own logo.
- [Users](https://help.theoneclick.io/docs/settings/users.md): Invite Pipedrive users to install OneClick and give seats to the users.
- [Groups](https://help.theoneclick.io/docs/settings/groups.md): Make user groups and use them to limit the visibility of Buttons.
- [Subscription](https://help.theoneclick.io/docs/settings/subscription.md): The OneClick plans and seats, and how to subscribe, change the seats or cancel.
- [Connect an agent](https://help.theoneclick.io/docs/settings/connect-an-agent.md): Connect Claude Code or Claude Desktop to the OneClick Settings, so that an AI agent can read and edit your Buttons and User groups.
- [FAQ](https://help.theoneclick.io/docs/faq.md): Find short answers to common OneClick questions: OneClick is gone from Pipedrive, no Settings button, error messages, seats, plans, Link buttons, API v2.
- [OneClick has disappeared from Pipedrive](https://help.theoneclick.io/docs/faq/oneclick-has-disappeared.md): What to do when the OneClick Panel no longer shows on a deal, a person or an organization.
- [I cannot see the Settings button](https://help.theoneclick.io/docs/faq/i-cannot-see-settings.md): Why the Settings button does not show at the bottom of the OneClick Panel, and what to do.
- [Error messages in OneClick](https://help.theoneclick.io/docs/faq/error-messages.md): What the error messages in the OneClick Panel and the Floating window mean, and what to do.
- [You do not have a seat assigned](https://help.theoneclick.io/docs/faq/you-do-not-have-a-seat-assigned.md): Why OneClick says that you have no seat, and how an admin gives you a seat.
- [Does a single user need a subscription?](https://help.theoneclick.io/docs/faq/single-user-subscription.md): The free Solo plan for one OneClick user, and when your company needs the Teams plan.
- [The pop-up window opens in a new tab](https://help.theoneclick.io/docs/faq/pop-up-window-opens-in-a-new-tab.md): Why a Link button opens its pop-up window in a new tab, or shows the browser bars that you turned off.
- [Can a Link button send a user name and a password?](https://help.theoneclick.io/docs/faq/credentials-in-a-url.md): Why a Link button cannot sign you in to a website, and what to use instead.
- [Do I have to migrate my Buttons to API v2?](https://help.theoneclick.io/docs/faq/migrate-buttons-to-api-v2.md): If you must move your Workflow buttons and Link buttons to Pipedrive API v2 now, and which Buttons to move.
- [Documentation](https://help.theoneclick.io/docs.md): Learn how to install OneClick in Pipedrive, make Workflow, Link and Interface buttons, and manage the Buttons of your customers in the Partner Portal.

## Interface Builder

- [Interface Builder](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder.md): Build custom views for Pipedrive with Interface Builder. Start with a tutorial, or find the how-to guides, the block reference and the concepts of the views.
- [Building Your First Interface](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/tutorials/01-first-interface.md): Create and save a simple interface with Title and Paragraph blocks
- [Displaying Pipedrive Data in Your Interface](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/tutorials/02-data-binding-basics.md): Bind Pipedrive resource data to blocks using the Data Picker
- [Building a Form](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/tutorials/03-building-a-form.md): Create a complete form with inputs and a submit button
- [Building a Multi-View Application](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/tutorials/04-multi-view-app.md): Create an app with multiple views and navigation
- [Building a Table View](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/tutorials/05-table-view.md): Create a data table with columns and actions
- [Creating a New View](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/views/creating-a-view.md): Add views to an interface
- [Managing Interface Views](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/views/managing-interface-views.md): Browse, copy, and delete the views in your interface
- [Navigating Between Views](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/views/navigation.md): Set up view navigation
- [Saving](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/views/publishing.md): Understand how saves reach end users and which validation rules have to pass
- [Snapshots](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/views/snapshots.md): Take a copy of an interface and return the interface to it
- [Testing a View with Real Data](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/views/testing-a-view.md): Render your view against live Pipedrive records and external data sources
- [How to Create a Form](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/forms/creating-a-form.md): Set up a form structure on the canvas
- [Configuring Form Submission](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/forms/form-submission.md): Set up how the form sends data and what the user sees after they submit
- [Form Validation](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/forms/form-validation.md): Understand validation rules
- [Input Field Types and Configuration](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/forms/input-field-types.md): Configure all input types
- [Using the Data Picker](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/data/data-picker.md): Insert dynamic data into block settings
- [Configuring an External Data Source](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/data/external-data-source.md): Connect to external APIs
- [Sending Messages and Toasts from Your Backend](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/data/messages-and-toasts.md): Decide exactly what your API should return so the user sees the right message in the right place
- [Using Search Parameters](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/data/search-params.md): Pass and use URL parameters
- [Managing Interface Variables](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/data/variables.md): Create, use, and manage variables
- [How to Use Alert and Badge Blocks](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/blocks/alert-and-badge.md): Add notification alerts and status badges
- [How to Add Avatars](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/blocks/avatar.md): Display profile/avatar images
- [How to Add and Configure Buttons](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/blocks/button.md): Configure all button types
- [How to Add Charts](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/blocks/chart.md): Create bar, line, area, or pie charts
- [How to Use Hover Cards](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/blocks/hover-card.md): Add tooltip-style hoverable cards
- [How to Use the HTML Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/blocks/html.md): Embed custom HTML content
- [How to Add Images](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/blocks/image.md): Add static or dynamic images
- [How to Add a Navigation Bar](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/blocks/navbar.md): Configure a navbar with links, a title, and a logo
- [How to Configure Tables](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/blocks/table.md): Set up table data source, columns, and actions
- [Using Areas to Group Rows](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/layout/areas.md): Group rows into named areas, control their visibility, and repeat them for each item in your data
- [Styling Individual Blocks](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/layout/block-styles.md): Customize a single block's appearance
- [Using Global Styles](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/layout/global-styles.md): Apply consistent styling across the whole view
- [Managing Rows and Columns](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/layout/rows-and-columns.md): Control layout structure
- [Conditional Visibility](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/visibility/conditional-visibility.md): Show or hide blocks, rows, and areas based on data
- [Connecting Claude Code to Interface Builder](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/how-to/agent/connect-claude-code.md): Let Claude Code read and edit your views through the tools of a browser tab
- [Alert Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/alert.md): The Alert block shows a colored notification banner with a title and description.
- [Avatar Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/avatar.md): The Avatar block shows a circular profile image with a text fallback.
- [Badge Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/badge.md): The Badge block renders a small status label.
- [Button Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/button.md): The Button block renders a clickable button.
- [Chart Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/chart.md): The Chart block renders a bar, line, area, or pie chart from an array in your data.
- [Divider Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/divider.md): The Divider block renders a horizontal separator line.
- [Hover Card Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/hover-card.md): The Hover Card block shows a popup card when the user hovers over a trigger.
- [HTML Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/html.md): The HTML block renders custom HTML markup directly inside the view.
- [Image Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/image.md): The Image block shows an image from a URL.
- [Input Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/input.md): The Input block renders a form field.
- [Navbar Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/navbar.md): The Navbar block renders a navigation menu.
- [Paragraph Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/paragraph.md): The Paragraph block renders body text.
- [Table Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/table.md): The Table block shows a grid of data sourced from an array.
- [Title Block](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/block-types/title.md): The Title block renders a large heading.
- [Binding Reference for Agents](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/data-binding/agent-bindings.md): The data each binding namespace reads, when a placeholder needs arrayPath, what an Area loop's target and count resolve to, and which compiler functions exist.
- [Data Picker](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/data-binding/data-picker.md): The Data Picker is the tool you use to insert dynamic data into any block setting.
- [Form Submission Types](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/data-binding/form-submission-types.md): A submit button's Form Type setting controls how form data leaves the browser.
- [Functions Reference](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/data-binding/functions.md): The Data Picker's Functions tab exposes 57 helper functions that transform, format, and combine values inside placeholders.
- [HTTP Response Format](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/data-binding/http-response-format.md): Two places in an interface call a server: the Submit URL on a Form Submit Button, and the View URL on a view with a data source.
- [Messages & Toasts Reference](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/data-binding/messaging.md): Interface Builder sends each server-authored message (a submission toast, inline alert or data-source message view) through an HTML sanitiser before rendering.
- [Pipedrive Resources Reference](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/data-binding/pipedrive-resources.md): The interface builder connects to Pipedrive CRM data through four resource types.
- [Placeholder Syntax](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/data-binding/placeholder-syntax.md): Placeholders are the way you insert live data values into the interface.
- [View Data Source](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/data-binding/view-data-source.md): When a view's URL is configured under View settings → Configure URL and URL Active is on, the rendered view loads custom data from your endpoint.
- [Areas](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/layout/areas.md): An Area groups consecutive rows on the canvas so they share visibility rules and, optionally, a loop.
- [Block Styles](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/styles/block-styles.md): Every block has a Style sub-tab in Block Settings (next to Configuration and Visibility) that controls how the block looks: background, text, borders, corners.
- [Global Styles](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/styles/global-styles.md): Global Styles are view-wide defaults for font size, font color, row spacing, and column spacing.
- [Builder View](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/ui/builder.md): The builder is where you build a view.
- [Rows, Columns, and Layouts](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/ui/row-layouts.md): A view is built by stacking rows.
- [Settings Panel](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/ui/settings-panel.md): The settings panel is the sidebar on the right side of the builder.
- [Sidebar](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/reference/ui/sidebar.md): The sidebar is the panel on the right side of the builder.
- [How Interface Builder Works](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/explanation/architecture.md): Understand how the system connects to Pipedrive and what data is available
- [External Data Flow](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/explanation/external-data-flow.md): Understand how a view loads data from your endpoint, why some modes skip the fetch, and how Pipedrive data and your custom data are sequenced
- [Floating Window Buttons](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/explanation/floating-window-buttons.md): Understand what a floating window button is, why its views get no Pipedrive record, and what you can still build with one
- [Form System](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/explanation/form-system.md): Understand how forms work in Interface Builder
- [Panel and Floating window](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/explanation/panel-and-floating-window.md): The two places of an Interface button in Pipedrive, the Panel and the Floating window, and the data that each place gives to the view.
- [Securing Your Endpoint](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/explanation/securing-your-endpoint.md): Understand why your endpoint needs authentication and how to verify that requests really come from Interface Builder
- [URL Button Flow](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/explanation/url-button-flow.md): Understand what a URL button does at runtime, when it polls for follow-up updates, and how redirects and toasts come back to the user
- [Visibility System](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/explanation/visibility-system.md): Understand how conditional visibility works
- [What is Interface Builder?](https://help.theoneclick.io/docs/buttons/interface-button/interface-builder/explanation/what-is-interface-builder.md): Conceptual overview of the application

## Partner Portal

- [What is the Partner Portal](https://help.theoneclick.io/docs/partner-portal.md): Manage your customers in the Partner Portal: the Pipedrive companies that use OneClick, their seat limits, users, Buttons and Button logs, and the Waitlist.
- [Partners, customers and users](https://help.theoneclick.io/docs/partner-portal/getting-started/partners-customers-and-users.md): How a Partner, its customers and the users of both relate.
- [Sign in and sign out](https://help.theoneclick.io/docs/partner-portal/getting-started/sign-in-and-sign-out.md): Sign in to the Partner Portal with Pipedrive and sign out.
- [You don't have portal access](https://help.theoneclick.io/docs/partner-portal/getting-started/you-do-not-have-portal-access.md): What the message "You don't have portal access" means and what to do.
- [Add your first customer](https://help.theoneclick.io/docs/partner-portal/getting-started/add-your-first-customer.md): A tutorial: sign in to the Partner Portal and add your first customer.
- [Add a customer](https://help.theoneclick.io/docs/partner-portal/customers/add-a-customer.md): Add a customer by its Pipedrive subdomain and a seat limit.
- [Change the seat limit](https://help.theoneclick.io/docs/partner-portal/customers/change-the-seat-limit.md): Change the seat limit of a customer.
- [How seats are counted](https://help.theoneclick.io/docs/partner-portal/customers/how-seats-are-counted.md): Which users use a seat of a customer, and what an empty or zero seat limit means.
- [Allow or block a customer user](https://help.theoneclick.io/docs/partner-portal/customers/allow-or-block-a-customer-user.md): Allow or block a customer user in OneClick with "Allow OneClick".
- [All-customer access](https://help.theoneclick.io/docs/partner-portal/customers/all-customer-access.md): What the "All-customer access" switch of a team member does, and how to turn it on or off.
- [Customize the footer of a customer](https://help.theoneclick.io/docs/partner-portal/customers/customize-the-footer-of-a-customer.md): Set the logo, the logo link, the help link and the feedback email of one customer.
- [Set the consent toggles of a customer](https://help.theoneclick.io/docs/partner-portal/customers/set-the-consent-toggles-of-a-customer.md): Set the consent toggles of one customer.
- [Remove a customer](https://help.theoneclick.io/docs/partner-portal/customers/remove-a-customer.md): Remove a customer from your Partner. The customer data stays.
- [Give a team member portal access](https://help.theoneclick.io/docs/partner-portal/users/give-a-team-member-portal-access.md): Give a team member access to the Partner Portal, or remove the access.
- [Find a Button](https://help.theoneclick.io/docs/partner-portal/buttons/find-a-button.md): Browse and filter the Buttons of your customers and the Template Buttons, and read a Button summary.
- [Copy a Button to a customer](https://help.theoneclick.io/docs/partner-portal/buttons/copy-a-button-to-a-customer.md): Copy a Button or a Template Button to a customer.
- [What a copy leaves behind](https://help.theoneclick.io/docs/partner-portal/buttons/what-a-copy-leaves-behind.md): What a copy of a Button does not take with it, and what you complete after the copy.
- [Find a Button log](https://help.theoneclick.io/docs/partner-portal/buttons/find-a-button-log.md): Find the Button log of a Button press with the filter builder.
- [Pre-claim a domain](https://help.theoneclick.io/docs/partner-portal/waitlist/pre-claim-a-domain.md): Add a Pipedrive subdomain to the Waitlist before the company installs OneClick.
- [Edit or remove a Waitlist entry](https://help.theoneclick.io/docs/partner-portal/waitlist/edit-or-remove-a-waitlist-entry.md): Change or remove an entry on the Waitlist.
- [Update your company details](https://help.theoneclick.io/docs/partner-portal/settings/update-your-company-details.md): Update the company and invoicing details of your Partner.
- [Manage the Partner API key](https://help.theoneclick.io/docs/partner-portal/settings/manage-the-partner-api-key.md): Generate, rotate and revoke the Partner API key.
- [The "Partners" tab in OneClick](https://help.theoneclick.io/docs/partner-portal/settings/the-partners-tab-in-oneclick.md): The notifications, the footer help link and the support email in the "Partners" tab of OneClick settings.
- [Set footer and consent defaults](https://help.theoneclick.io/docs/partner-portal/defaults/set-footer-and-consent-defaults.md): Set the footer and consent defaults for all customers.
- [How defaults and customer values work together](https://help.theoneclick.io/docs/partner-portal/defaults/how-defaults-and-customer-values-work-together.md): Which value OneClick shows when a default and a customer value both exist.
- [Pages and navigation](https://help.theoneclick.io/docs/partner-portal/reference/pages-and-navigation.md): The pages of the Partner Portal and how to open each page.
- [Customer settings fields](https://help.theoneclick.io/docs/partner-portal/reference/customer-settings-fields.md): The fields of the customer settings.
- [Defaults fields](https://help.theoneclick.io/docs/partner-portal/reference/defaults-fields.md): The fields of the Defaults page.
- [Settings fields](https://help.theoneclick.io/docs/partner-portal/reference/settings-fields.md): The fields of the Settings page.
- [Button log fields and filter operators](https://help.theoneclick.io/docs/partner-portal/reference/button-log-fields-and-filter-operators.md): The fields of a Button log and the operators of the filter builder.
- [Partner API](https://help.theoneclick.io/docs/partner-portal/reference/partner-api.md): The Partner API and its Swagger UI.
- [Error messages](https://help.theoneclick.io/docs/partner-portal/reference/error-messages.md): The error messages of the Partner Portal, what they mean and what to do.

## Changelog

- [30 September 2026](https://help.theoneclick.io/changelog/2026-09-30.md)
- [21 September 2026](https://help.theoneclick.io/changelog/2026-09-21.md)
- [12 May 2026](https://help.theoneclick.io/changelog/2026-05-12.md)
- [17 March 2026](https://help.theoneclick.io/changelog/2026-03-17.md)
- [22 January 2026](https://help.theoneclick.io/changelog/2026-01-22.md)
- [8 December 2025](https://help.theoneclick.io/changelog/2025-12-08.md)
- [27 November 2025](https://help.theoneclick.io/changelog/2025-11-27.md)
- [9 September 2025](https://help.theoneclick.io/changelog/2025-09-09.md)
- [1 July 2025](https://help.theoneclick.io/changelog/2025-07-01.md)
- [26 June 2025](https://help.theoneclick.io/changelog/2025-06-26.md)
- [22 May 2025](https://help.theoneclick.io/changelog/2025-05-22.md)
- [27 February 2025](https://help.theoneclick.io/changelog/2025-02-27.md)
- [28 January 2025](https://help.theoneclick.io/changelog/2025-01-28.md)
- [2 October 2024](https://help.theoneclick.io/changelog/2024-10-02.md)
- [26 September 2024](https://help.theoneclick.io/changelog/2024-09-26.md)
- [6 March 2024](https://help.theoneclick.io/changelog/2024-03-06.md)
- [19 February 2024](https://help.theoneclick.io/changelog/2024-02-19.md)
- [10 January 2024](https://help.theoneclick.io/changelog/2024-01-10.md)
- [18 December 2023](https://help.theoneclick.io/changelog/2023-12-18.md)
- [21 November 2023](https://help.theoneclick.io/changelog/2023-11-21.md)
- [19 October 2023](https://help.theoneclick.io/changelog/2023-10-19.md)
- [10 October 2023](https://help.theoneclick.io/changelog/2023-10-10.md)
- [4 October 2023](https://help.theoneclick.io/changelog/2023-10-04.md)
- [26 September 2023](https://help.theoneclick.io/changelog/2023-09-26.md)
- [19 September 2023](https://help.theoneclick.io/changelog/2023-09-19.md)
- [28 August 2023](https://help.theoneclick.io/changelog/2023-08-28.md)
- [24 August 2023](https://help.theoneclick.io/changelog/2023-08-24.md)
- [22 June 2023](https://help.theoneclick.io/changelog/2023-06-22.md)
- [22 May 2023](https://help.theoneclick.io/changelog/2023-05-22.md)
- [17 April 2023](https://help.theoneclick.io/changelog/2023-04-17.md)
- [28 March 2023](https://help.theoneclick.io/changelog/2023-03-28.md)
- [8 March 2023](https://help.theoneclick.io/changelog/2023-03-08.md)
- [2 March 2023](https://help.theoneclick.io/changelog/2023-03-02.md)
- [14 February 2023](https://help.theoneclick.io/changelog/2023-02-14.md)
- [1 February 2023](https://help.theoneclick.io/changelog/2023-02-01.md)
- [19 January 2023](https://help.theoneclick.io/changelog/2023-01-19.md)