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Feature Guide

Partner Portal and Team Access

The partner portal is the operational home for vendors. It brings together products, orders, calendars, discounts, reports, follow-ups and event-day tools.

How to use it

  1. Sign in through the partner portal link.
  2. Use the portal to navigate to the area you need.
  3. Create staff users for people who need regular access.
  4. Keep user accounts current when team members join or leave.
  5. Use focused dashboards for day-to-day work instead of sharing admin access broadly.

Access tips

  • Use individual accounts rather than shared logins.
  • Disable inactive users promptly.
  • Only give access to people who need it for their role.
  • Check vendor details after onboarding and before launch.
Good account hygiene protects orders, customer data and payment workflows.