Partner firms: one-step team invites, a full desktop menu, roles for your team, a client roster, and workspaces without a GSTIN
Partner portal fixes from a live session with a partner firm's team: joining, navigation, who sees what, and tracking every client. Plus a refreshed Industries page.
- Opening a client workspace now works for your firm's admins too, not just the owner - skip steps, go without a GSTIN, or share the link yourself.Read: A partner sets up your workspace, you claim it
- On a computer the partner portal menu now lists every screen, and each team member sees only what their role allows, with no more permission errors.Read: Finocket for partners & affiliates
- Your Customers screen now shows each client's signup, last login, setup and first invoice, lets you assign them to a team member, and flags who needs attention.Read: Your referred, allocated and provisioned customers
