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Partner

User guide for Partner in the Numezis company portal.

Overview

Partner cockpit to supervise client companies, mandates, and fleet performance—execution stays in /c.

Where in the app

  • See the module in the company portal sidebar (/c).

Step-by-step

  1. Sign in to the Partner portal (/p). (UAT-P-ACCESS-GRP-001)
  2. Review client list and 360° views. (UAT-P-ACCESS-PERM-001)
  3. Deep-link into a client company for operational work. (UAT-P-ACCESS-USR-001)
  4. Configure partner settings and billing gates. (UAT-P-BETA-GUIDE-001)
  5. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-P-BILL-REQUIRED-001)
  6. If access is denied, verify module activation at tenant and company level before retrying. (UAT-P-CLIENT-360-001)

Permissions and modules

Partner staff roles.

Feature coverage

KeyTitleModuleDocs impactSummaryRiskUAT
partner.access.groupsPartner Access Groups Lifecycle—optionalPartner Access Groups LifecyclemediumUAT-P-ACCESS-GRP-001
partner.access.permissionsPartner Access Permissions Visibility—optionalPartner Access Permissions VisibilitymediumUAT-P-ACCESS-PERM-001
partner.access.usersPartner Access Users Lifecycle—optionalPartner Access Users LifecyclehighUAT-P-ACCESS-USR-001
partner.beta-guide.journeyPartner Beta Guide Journey—optionalPartner Beta Guide JourneylowUAT-P-BETA-GUIDE-001
partner.billing.required-gatePartner Billing Required Gate—optionalPartner Billing Required GatehighUAT-P-BILL-REQUIRED-001
partner.clients.360Partner Client 360 Governance—optionalPartner Client 360 GovernancehighUAT-P-CLIENT-360-001, UAT-P-ECO-CLIENT-001
partner.deadlines.supervisionPartner Deadlines Supervision—optionalPartner Deadlines SupervisionhighUAT-P-DEADLINES-SUPERVISION-001
partner.fleet.inboxPartner Fleet Inbox Triage—optionalPartner Fleet Inbox TriagehighUAT-P-FLEET-INBOX-001
partner.intelligence.agentPartner Intelligence Hub with Agent Chat and StreamingagentsoptionalPartner Intelligence Hub with Agent Chat and StreaminghighUAT-P-AI-AGENT-001
partner.invitations.lifecyclePartner Client Invitations Lifecycle—optionalPartner Client Invitations LifecyclehighUAT-P-INVITATIONS-LIFECYCLE-001
partner.mandate.editPartner Mandate Edit Governance—optionalPartner Mandate Edit GovernancehighUAT-P-MANDATE-EDIT-001
partner.notifications.centerPartner Notifications Center and Preferences—optionalPartner Notifications Center and PreferencesmediumUAT-P-NOTIF-CTR-001
partner.performance.fleetPartner Fleet Performance Alerts—optionalPartner Fleet Performance AlertshighUAT-P-ECO-FLEET-001, UAT-P-ECO-I18N-001
partner.profile.sessionPartner Profile and Session Controls—optionalPartner Profile and Session ControlslowUAT-P-PROF-USR-001
partner.settings.auditPartner Audit Traceability—optionalPartner Audit TraceabilitymediumUAT-P-SET-AUDIT-001
partner.settings.billingPartner Billing Settings and Enforcement—optionalPartner Billing Settings and EnforcementhighUAT-P-BILL-OVERDUE-001
partner.settings.connectorsPartner Connectors Settings and Google OAuth Lifecycle—optionalPartner Connectors Settings and Google OAuth LifecyclemediumUAT-P-SET-GEN-001
partner.settings.generalPartner General Settings Governance—optionalPartner General Settings GovernancemediumUAT-P-SET-GEN-001

Onboarding

User guide for Onboarding in the Numezis company portal.

Tenant

User guide for Tenant in the Numezis company portal.

On this page

OverviewWhere in the appStep-by-stepPermissions and modulesFeature coverageRelated