Invite and manage partner users

This page covers the dashboard side of partners: how to invite one, what each choice means, and how to change or withdraw access. If you have not yet read how partners fit with services and splits, start with Partners. You manage partners under Settings → Partner users. Adding or changing a partner needs full access to Settings in your team role, and viewing them needs read access.

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Before you start

A partner is tied to the splits of your services, so you need at least one service with split accounts. If you have none, the Partner users page tells you to set one up first. See Splits.

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Add a partner user

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Choosing splits

Choose the splits in a service that the partner is entitled to see. Their share is the sum of the splits you grant. Because access follows the split, you can grant a partner the licence-fee split on an account without granting the levy split on the same account.

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What happens next

If the email is new to Vestrapay, the partner receives an invitation to create a password. It is valid for 48 hours, and the partner is shown as invited until they accept. If the email already belongs to a partner of another merchant, the partner is active straight away and receives an email with a link to the partner sign-in page.

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Change permissions

To change what a partner can see, open Settings → Partner users and choose Edit permissions for that partner. The same service and split choices are shown, with the current ones selected.

• Add or remove services, splits, or change the Full view or Partial view choice.
• Save the changes. The new set replaces the old one for your account, so check that every service the partner should keep is still selected.
• At least one service must remain. To withdraw access altogether, suspend the partner.

If you restructure splits on a service, come back and review the partners attached to it, so that they still see what you intend.

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Resend an invitation

If the partner has not accepted and the link has lapsed or was lost, choose Resend invite for that partner. The earlier link stops working, and the new link is valid for 48 hours. Resending is only possible while the partner is still invited. If they have already accepted, there is nothing to resend.

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Suspend and activate

• Choose Suspend to stop a partner’s access to your settlement data at once. Their access to other merchants is not affected. Suspending a partner who is already suspended changes nothing.
• Choose Activate to restore it. The partner returns to active, or to invited if they never accepted their invitation.

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When something goes wrong

The dashboard shows a message when an action cannot be completed. The common causes are below. The error codes are shown for when you contact support. See Errors for all codes.

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Common patterns

One regulator, two levies on the same account. Configure two splits on the service, each with its own title and the same account. Grant the partner both splits if they own both, or one if they own only one. They see separate rows by split title inside the settlement, and a single payout to the account. An auditor across every service. Add every service with Full view, and every split in each. The auditor sees whole-service totals alongside their own shares. A parent body with a narrow view. Use Partial view, so that the partner sees only an amount equal to their own share and never another participant’s.