Partners
The Partners module lets you browse, manage, and collaborate with service partners — PRO companies, banks, insurance providers, and more.
Browsing Partners
- Go to Partners in the sidebar
- Browse the partner directory with categories:
- PRO Services — visa processing, document clearing
- Banking — corporate bank account opening
- Insurance — health and liability insurance
- Office Space — co-working, flexi-desks, offices
- Accounting — bookkeeping and audit services
- Legal — legal consultation and contracts
Partner Details
Each partner listing includes:
- Company name and description
- Services offered
- Contact information
- Pricing (where available)
- Rating and reviews
For Administrators
Managing Partners
Admins can:
- Add new partners to the directory
- Edit partner details — update pricing, services, contact info
- Activate/Deactivate partners
- Feature partners to highlight them in the directory
Accessing Partner Management
- You must have an Admin or Super Admin role
- Go to Manage Partners in the admin section of the sidebar
- Use the management interface to add, edit, or remove partners
Tips
- Recommend partners to your clients based on their specific needs
- Keep partner information up to date for accurate client referrals
- Use the AI Assistant to find the best partner match — "Which PRO service handles DMCC visas?"