Partner
Partner cockpit to supervise client companies, mandates and fleet performance.
Overview
Partner cockpit to supervise client companies, mandates, and fleet performance—execution stays in /c.
Commercial model
The partner workspace is free — you never pay a platform fee. You earn a recurring revenue-share margin on the mandates you activate; each client company pays its own Numezis subscription.
Where in the app
- See the module in the company portal sidebar (
/c).
Step-by-step
- Sign in to the Partner portal (
/p). (UAT-P-ACCESS-GRP-001) - Review client list and 360° views. (UAT-P-ACCESS-PERM-001)
- Deep-link into a client company for operational work. (UAT-P-ACCESS-USR-001)
- Configure partner settings and product guidance. (UAT-P-BETA-GUIDE-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-P-CLIENT-360-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-P-CLIENT-360-001)
Client side: control the partner firms that reach your companies
A client company always sees which fiduciary partner firms can act on its data, and decides on its own whether the relationship continues.
For a company
In Settings → Partners (/c/companies/:companyId/settings/partners), with the
COMPANY:MANAGE_SETTINGS permission:
- the partner firms connected to the company, with their access level and connection date;
- a side panel per firm listing each partner user: name, e-mail, role, access level and permissions, labelled in your language;
- Revoke a firm, with an optional reason;
- Requests (
…/settings/partners/requests): accept or reject the link requests that target the company; - History (
…/settings/partners/history): reviewed requests, and every access opened or withdrawn, read-only.
For a tenant
In the tenant's Settings → Partners (/t/settings/partners), with the
TENANT:MANAGE_SETTINGS permission:
- one row per partner firm and company of the tenant;
- Revoke a firm's access to a single company, or to every company it reaches: the confirmation lists each of them;
- open a row in its company;
- Requests (
/t/settings/partners/requests): accept or reject every request of the tenant without switching company; - History (
/t/settings/partners/history) for the whole tenant.
What a revocation does
- The company leaves the link with the firm; the link is closed once it holds no company.
- The partner users' individual access to that company is deactivated, and the firm's settings for that company are archived.
- The history is kept: nothing is deleted.
- A removal decided by the Numezis team is exactly the same revocation.
Your reasons stay with you
The reason for a revocation or for rejecting a request is never sent to the partner firm: not in its notification, not in its portal. It stays in your own history.
Who acted
When a partner firm's user acts in your company, the audit log shows it under the actor: "via the firm …".
Permissions and modules
Partner staff roles. On the client side, the Partners section requires
COMPANY:MANAGE_SETTINGS (company) or TENANT:MANAGE_SETTINGS (tenant).