Managing Staff and Clients

Your partner account has two kinds of people around it: your staff (your own team, working in the Partner Portal) and your clients (your customers, onboarded through your referral link). This page covers both.

Your Referral Link

The referral link is how customers become your clients in FiscoBridge:

1. Go to Partner → Clients and click Invite link

2. Click Generate link — you get a URL like .../invite/{token}, optionally with an expiry date

3. Share the link with prospective customers (on your website, in proposals, in onboarding emails)

When a customer opens the link and registers (or signs in), they are permanently linked to you as a referral client:

• They appear on your Clients page (email, sign-up date, codes issued, last activation)

• Their portal hides all retail purchase pages — they never see FiscoBridge pricing

• They redeem the activation codes you issue via the Activate code button

• When they need more seats or connections, their portal tells them to contact you

You can Regenerate the link at any time (the old link stops working immediately; existing clients stay linked to you) or Disable it.

Important: Have customers sign up through your referral link before issuing them codes. Only referral clients get the partner-oriented portal experience, can be selected as recipients in the issue-code dialog, and can be activated immediately on your side.

Your Staff

Go to Partner → Staff to manage your team.

Roles

Inviting a staff member (Owners only)

1. Click Invite staff

2. Optionally enter their email, choose a Role (Member or Owner), and set how many days the link stays valid (1–30, default 14)

3. Copy the generated invite URL and send it to them

The link is single-use: when your staff member opens it and registers or signs in, they join your partner team with the chosen role. Pending invites are listed with their expiry, and Owners can Revoke an invite before it's used.

Blocking a staff member

Owners can Block any member — a blocked person immediately loses access to the Partner section (their normal personal account is unaffected). Use Unblock to restore access.

Your Clients Page

Partner → Clients lists everyone who signed up through your referral link, with:

• Email and sign-up date

• Codes issued — how many codes you've issued to them

• Last activation — when they last redeemed one

This is your quick view of which customers are active and who might need a renewal code soon.

Next Steps

• Issuing Codes to Customers — Supply your referral clients with licences

• Partner Program Overview — Roles and program mechanics