Set Up Your Partner Account
What you get when your partner account is activated, how to invite your staff, and what each section of the partner console does.
What You Get at Activation
- The partner console. The place where you create clients, buy slots and manage staff.
- One internal workspace. It's named after your account with Internal added, and it's for your own use and demos.
- 4 included slots. They cover the internal workspace only and can't be moved to a client. Devices beyond the first 4 in the internal workspace, and every device in a client workspace, need purchased slots.
displayAQI sets up your account and invites your first Owner by email. Accept the invitation, sign in, and choose Partner console in the sidebar.
If Preparing your internal workspace appears on Overview, it finishes on its own. If it reports a problem, select Retry internal workspace setup.
Invite Your Staff
Only Owners can invite staff or change roles.
Open Access in the partner console.
Select Invite staff.
Enter the person's email.
Choose Owner or Manager. See How the partner program works for what each role can do.
Select Send invitation. Access starts when the person accepts.
Under Open invitations you can Resend or Revoke. Invitations expire after 30 days.
To remove someone, open the manage menu on their row, choose Remove access and confirm. Their console access ends immediately, along with any access to client workspaces that displayAQI issued to them. The last Owner can't be removed or demoted, so add a second Owner first.
The Partner Console
| Section | What it does | Who sees it |
|---|---|---|
| Overview | Your internal workspace, client and device counts, fleet health, and a list of what needs attention | Owner, Manager |
| Clients | Create client workspaces, open their dashboards, invite client users, pause or end service | Owner, Manager |
| Slots | Buy and change slots per client, open invoices and payment methods | Owner |
| Settings | Your display name, logo and colors | Owner, Manager |
| Access | Partner staff and open invitations | Owner manages, Manager views |
| Activity | A record of changes to your team, clients, billing and account | Owner, Manager |
On Activity, filter by Team, Clients, Billing or Account, and select Export activity to download the entries shown.