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Partner Guides

Step-by-step guides for every area of the partner portal — written for partners and team members. Find the module you are working in and follow the guidance relevant to your task.
8 modules

Partner Portal Guide

A partner-focused documentation set with a dedicated page for each portal module.

Guide overviewStart from the beginning
Modules in this guide

01

Dashboard

Understand partner performance, recent activity, and quick actions from the home screen.

02

Leads

Create, update, search, and manage lead progression inside the partner pipeline.

03

Customers

Work with customer records, details, notes, apps, and customer history.

04

Referrals

Generate referral links and track referral activity and conversion performance.

05

Team Members

Invite, review, activate, deactivate, and manage team-member permissions.

06

Payouts

Review balances, request payouts, and check payout history.

07

Support

Know where to send questions or operational issues when partner help is needed.

08

Profile

Maintain company details, account information, and password settings.

Partner Guides — Bweb Solutions