How to use the partner dashboard ?
The Partner Dashboard lets you manage all your customers' accounts from a single interface and open new accounts independently. You can also manage your team and add email credits.
I - View and open your customers' organization
II - Manage your team and account access
III- Buy your email credits and manage your billing
The partner dashboard gives you access to your customers' organizations without having to log out to switch from one account to another.
You will be able to connect to the different user accounts with the same login, email and password.
Click on the name of your organization to access it.
Click See Organizations Dashboard to return to the main dashboard and log in another organisation on your partner dashboard.
You can open an account by clicking on Add New Organization button (red arrow).
To add an organisation, all you need is your customer's domain name.
When you log in to the account for the first time, you need to carry out the standard initial configurations: add the employees to be tested and authorise them to send out Arsen phishing simulation campaigns.
You can invite your colleagues to join the dashboard and manage their access to the different accounts you manage. Assign them to all accounts at once or to certain accounts only.
To invite someone and manage their access, go to Settings, then click Team.
- Click Invite Team Member to add people.
- Manage access by clicking on Actions
If you are the Owner of the partner account, this section is for you.
With the Dashboard Owner user role, you can add email quotas to your dashboard by credit card. Payment is made from the site and the quotas are instantly added to your dashboard.
To add credits click on Settings then on Credits. Finally click Buy more credits to proceed to payment.
Summary
I - View and open your customers' organization
II - Manage your team and account access
III- Buy your email credits and manage your billing
I - View and open your customers' organization
The partner dashboard gives you access to your customers' organizations without having to log out to switch from one account to another.
You will be able to connect to the different user accounts with the same login, email and password.
Click on the name of your organization to access it.
Click See Organizations Dashboard to return to the main dashboard and log in another organisation on your partner dashboard.
You can open an account by clicking on Add New Organization button (red arrow).
To add an organisation, all you need is your customer's domain name.
When you log in to the account for the first time, you need to carry out the standard initial configurations: add the employees to be tested and authorise them to send out Arsen phishing simulation campaigns.
II - Manage your team and account access
You can invite your colleagues to join the dashboard and manage their access to the different accounts you manage. Assign them to all accounts at once or to certain accounts only.
To invite someone and manage their access, go to Settings, then click Team.
- Click Invite Team Member to add people.
- Manage access by clicking on Actions
III - Buy your email credits and manage your billing
If you are the Owner of the partner account, this section is for you.
With the Dashboard Owner user role, you can add email quotas to your dashboard by credit card. Payment is made from the site and the quotas are instantly added to your dashboard.
To add credits click on Settings then on Credits. Finally click Buy more credits to proceed to payment.
Updated on: 22/03/2024
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