Partner Documentation

As a partner, you'll have access to additional functionality inside the application.

Create customer accounts

We recommend creating separate accounts for your customers. Create a new account by clicking Add new account at the bottom of the tool’s start page. You can then invite the customer to the account so that both you and the customer have access. On the new account, go to Account settings and open the Settings tab, where you’ll find the Invite user button. Invited customers will only have access to their own account.

Customer Overview

In the Account Settings for your partner account, you'll find the Customers tab, where all your connected customers will be listed.

Configure Partner Payments

As a partner, you can choose to set up new accounts and have your customers pay themselves, or you can choose to configure your partner account to pay for all or some of the customer accounts. The benefit of paying through the partner account is that payment details only need to be added in one place.

Before you can pay for customer accounts, billing must be configured for the partner account. This is done on the Billing tab in Account Settings for the partner account. Once this is done, an option to configure partner payments will appear each time you create a new account.

Take over payments for existing accounts

Partners who have configured subscriptions for customers in their own name might have their card added in the Billing tab of multiple customers. When billing is configured for the partner account, the Take over payments option will appear on the Billing tab of the customer's account.

By clicking the Pay via Partner-account button the payment subscription will be transferred to the partner account and any future payments will be processed using the payment method configured on the partner account.