Docs

Partner

User guide for Partner in the Numezis company portal.

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).
  2. Review client list and 360° views.
  3. Deep-link into a client company for operational work.
  4. Configure partner settings and billing gates.

Permissions and modules

Partner staff roles.

Feature coverage

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

On this page

Where in the appStep-by-stepPermissions and modulesFeature coverageRelated