Partner Dashboard - Overview

With the Partner Dashboard, you can:

• Manage Multiple Client Businesses: Add, configure, and maintain unlimited client businesses under your brand
• Control User Access: Create and manage user permissions at partner, brand, and business levels
• Configure Brand Settings: Customise your brand appearance, domain settings, and client-facing content
• Access Comprehensive Reporting: View business usage statistics, user activity, and performance metrics across your client base
• Streamline Client Setup: Use business templates and bulk operations to efficiently onboard new clients
• Maintain System Integrity: Restore deleted settings, unlock user accounts, and audit system changes

It's important to understand the difference between these two dashboards:

• Partner Dashboard: Administrative control centre for account management, business setup, brand configuration, and user management
• Bureau Dashboard: Operational hub for daily payroll processing, bulk pay run activities, and workflow management

Most partners use both dashboards - the Partner Dashboard for setup and administration, and the Bureau Dashboard for day-to-day payroll operations.

When you first access the Partner Dashboard, you'll want to:

1. Explore the interface to familiarise yourself with the main sections
2. Review your brand settings and customise as needed
3. Set up your first client business using the Business Maintenance section
4. Configure user access for your team and clients
5. Create business templates if you'll be adding multiple similar clients

• Business Maintenance - Add, configure, and manage individual client businesses including settings, users, and system events
• Managing Business Templates - Create standardised business setups to streamline client onboarding
• Restoring Deleted Settings - Recover accidentally deleted business settings like leave categories and pay schedules

• Brand Management - Configure brand settings, billing, pricing, contacts, and invoicing
• Brand Content Management - Customise brand styling, logos, login pages, and client-facing content
• Partner Management - Partner-level settings including billing details, user access, and brand configurations

• User Access Management - Add and manage user permissions at partner, brand, and business levels
• Unlocking User Accounts - Unlock user accounts that have been locked due to password failures or security issues

• Notifications - Create and manage dashboard notifications to communicate with your client businesses
• System Events - Track and audit changes made within your client businesses for compliance and troubleshooting

The most common task you'll perform is adding new client businesses. This typically involves:

1. Using Business Maintenance to create the new business
2. Configuring essential business details and settings
3. Setting up appropriate user access for the client
4. Applying a business template if you have similar clients

You'll regularly need to add team members or client users, which involves:

1. Determining the appropriate access level (partner, brand, or business)
2. Using User Access Management to create the user
3. Setting appropriate permissions based on their role
4. Unlocking accounts when users have login issues

To maintain your professional brand presence:

1. Use Brand Content Management to upload logos and customise styling
2. Configure custom domain settings if needed
3. Set up appropriate contact details and billing information
4. Create client-facing notifications when necessary