Partner portal reference

Look up every Partner Portal page and control, including navigation, the sign-in states, the Client accounts page, subscription options, and invoices.

This page lists every Partner Portal page and control. For the model behind these screens - partners, client accounts, and the lifecycle - see how the partner portal works.

After sign-in, the portal shows this fixed top navigation:

Client accounts - your portfolio of client accounts (the landing page).
Invoices - invoices issued for your client subscriptions.
Set payment method - opens billing details on a Recurly page when no payment method is on file.
Sign out.

The partner sign-in page has five states. Each state shows a heading, a short description, and its fields:

State	Heading	Fields	Action
Sign in	`Sign in`	`Email`, `Password`	`Sign in`; link `Forgot your password?`
Request a reset	`Reset your password`	`Email`	`Send reset code`
Reset code sent	`Check your email`	-	`Continue`
Set a new password	`Set a new password`	`Reset code`, `New password`	`Update password`
First-time password	`Set your new password`	`New password`	`Update password`

Forgot your password? starts the reset flow; Back to sign in returns from any other state. The first-time password state appears the first time a partner signs in with a temporary password.

Client accounts page

The portfolio home page.

Top controls

Create client account - opens the create dialog. Disabled with a Your partner account is suspended tooltip when your partner account is suspended.

Status tabs

A row of tabs filters the list by status, each with a count:

All
Trial
Active (paid)
Past due
Closed

Filters, search, and sort

Plan filter popover with Business, Enterprise, and Agency options

Billing cycle filter popover with Monthly and Annual options

Search - free-text search over accounts.
Plan filter - Business, Enterprise, Agency (multi-select).
Billing cycle filter - Monthly, Annual (multi-select).
Clear filters - appears when any filter or search is active.
Sort - Newest, Oldest, Name A→Z, Name Z→A, Renewal soonest, Renewal latest, Recurring high→low, Recurring low→high.

The account table

Column	Shows
`Account`	Company name (links to account details), a support-access icon when MangoMap support access is on, the client owner email, an owner-credentials icon (key = has login credentials, lock = none), and a `Handoff pending` chip when an ownership handoff is in flight.
`Status`	`Trial`, `Active`, `Past due`, or `Closed`.
`Plan`	`Business`, `Enterprise`, or `Agency`.
`Cycle`	`Monthly`, `Annual`, or the multi-year cycle.
`Period end`	Trial end date for trials; next renewal date for paid; otherwise `—`.
`Recurring`	The current period amount.
`Quota`	A usage health indicator for the account’s maps, storage, and seats.
`Actions`	The `Open account` button and the row action menu.

Pagination at the bottom offers 5, 10, 25, or 50 Clients per page.

Row actions

Row action menu open on an active client account

Open account - opens a temporary signed-in session into the client’s MangoMap account in a new tab (tooltip Open managed account session). Shows Opening while it loads.
Row action menu (the ⋯ button) - the items shown depend on the account’s state:
Client details - always present; opens the account details page.
Manage subscription - present unless the account is closed.
Start a trial - on closed accounts; restarts a 30-day trial.
Cancel subscription - on active (paid) accounts.
Terminate trial - on trial accounts; ends the trial early.
Delete account - only when the account is closed or its trial has expired.

When your partner account is suspended, billing actions are disabled and show the suspension tooltip.

Create client account dialog

The Create client account dialog has these fields:

Field	Notes
`Company name`	Required. Also sets the default slug as you type.
`Slug`	Required. Used in URLs; lower-case letters, numbers, and hyphens only.
`Owner name`	Optional.
`Owner email`	Required; must be a valid, unused email.
`Allow MangoMap support access`	Toggle; lets MangoMap support open the account.

A Trial defaults panel states the account starts on a 30-day Enterprise trial. The submit button is Create account. Creating the account does not email the client owner; you invite them separately afterwards.

If you have no payment method on file, the dialog shows an error with a Set payment method action.

Account details page

Open this page from Client details or a company name. The header shows the company name, a Created <date> subtitle, a Back to clients link, and a Manage subscription button unless the account is closed. A Subscription past due banner appears at the top when a payment has failed.

Account identity card

Company name - editable. Helper text notes it also updates the display name on invoices.
Slug - read-only with an Edit button that opens the URL-slug modal. Editing the slug affects shared map links.
Client owner identity - the Owner name field.
Client owner email - shows the current owner email with a Change email button. Used to start an ownership handoff (see below).
Support access - Allow MangoMap support access for this account toggle.
Discard / Save changes - enabled once you change something.

Invite client owner card

Shown until the client owner is active:

When not invited: a Send invitation button and an explanation that the owner will be emailed to set a password and access the account, while you keep ownership.
When the invitation is sent: a disabled Sent button and a Cancel invitation button.

Client owner email / handoff

In the email section:

View - the current email and a Change email button.
Editing - a New email field and Send verification email.
Handoff in flight - an Ownership handoff in progress banner with a Cancel handoff action.

Subscription card

A status chip plus summary rows: Plan, Billing cycle, Current period amount, Trial ends (trials) or Next renewal (paid), and Add-ons when any are set.

Usage card

A breakdown of the account’s quota usage against its limits.

Subscription page

Reached by Manage subscription. Back link Back to account details. The title is Manage subscription. When the account is past due, a Subscription past due banner appears at the top with an Update payment method action. The page has two cards.

Subscription options

Billing cycle - Monthly, Annual (Save 20%), 2 years / 3 years / 4 years / 5 years (Save 30%).
Plan - Business, Enterprise, Agency. Each option lists its maps, storage, viewers, and whether add-ons are available. Switching plans resets add-ons.
Add-ons - available on Enterprise and Agency only (Business disallows them). Each is a checkbox plus a quantity:
Admins - 0 to 5.
Editors - 0, 5, 10, 15, 20, 25.
Maps - 0, 5, 10, 15, 20, 25.
Storage - 0, 50, 100, 150, 200, 250 GB.

Subscription summary

A live price summary - Plan, Add-ons, Subtotal, Partner discount, Due today, and Credit to account (on changes that produce a credit) - plus the action buttons:

On a trial: Activate subscription (begin billing now) and Continue trial (save the chosen plan/cycle/add-ons and keep the trial running until expiry).
On a paid account: Update subscription, plus Discard changes. A past-due account is still a paid subscription, so the button stays Update subscription; to fix the payment, use the Update payment method action in the Subscription past due banner and pay the open invoice from Invoices.

The card also shows the partner payment method (card brand and last four) and a Secure checkout note that purchases are secured by Recurly and any partner coupon is applied automatically.

3D Secure and downgrade blocking

If the card issuer requires extra verification, a 3D Secure Verification dialog appears. Completing it retries the action automatically.
If a plan or add-on change would drop the account below its current usage (for example, fewer maps than are already in use), a downgrade-block dialog explains what is over the new limit and prevents the change until usage is reduced.

Invoices page

Column	Shows
`Date`	Invoice date.
`Invoice`	Invoice number.
`Status`	`Paid`, `Past due`, `Failed`, `Voided`, `Closed`, `Processing`, `Pending`, or `Open`.
`Amount`	Invoice total.
`Actions`	`Pay now` for past-due and pending invoices; `View` for the rest. Both open the invoice’s Recurly hosted page in a new tab.

Pagination offers 5, 10, 25, or 50 Invoices per page.