Partners

A partner is an outside party who is owed part of the money you collect and needs to see it settle. Typical examples are a regulator, an agency, an insurer, a franchisor or a school’s parent body. In the usual arrangement you would send them a report each month. With partner users, they sign in and look for themselves. A partner is not a member of your team. They cannot see your payments, customers, keys, balances or settings. They see only the settlements that paid the shares you have chosen to grant them, in the services you chose. You manage partners in the merchant dashboard under Settings → Partner users.

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How partners relate to splits

Partner access builds on the services and splits model. Each service is divided into named splits, and each split pays a bank account. When you add a partner user, you assign service permissions: the services they may see and, within each, the splits they are entitled to. Their dashboard then reports what those splits received. This is why one rule matters above the others: access is granted per split, not per account. One bank account can back several splits, for example a licence fee and a levy that both pay a regulator. If access followed accounts, you could not show a partner one and hide the other. Granting by split keeps each partner’s view exact. A service can only be assigned to a partner once it has split accounts. If you have none yet, the Partner users page tells you to add split accounts on a service first.

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What a partner sees

After signing in, a partner sees a dashboard scoped to one workspace, which is one merchant they have been added to. It reports:

• Summary figures for a date range: the total transaction volume of their services, the number of transactions, and the total settled to their accounts.
• Charts showing how their volume divides across services, and activity month by month.
• Settlement history, with one row for each settlement and each of their own bank accounts. Money settled into different accounts is never added together, and accounts belonging to others are never shown.
• Settlement details for any row, listing the contributing services and, for each, the splits that paid the account.

They can filter by date and by service, and search by settlement ID or service name.

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Full view and Partial view

When you assign a service to a partner, you choose how that partner sees the base amount for the service. The choice is made for each service. You can choose a different view for each service, so one partner can have full visibility of one service and a restricted view of another.

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Workspaces

A partner is identified by their email address, and that address works across every merchant on Vestrapay. If one organisation is owed money by several merchants, it needs only one login. Each merchant that adds them creates a separate workspace.

• When a partner signs in, they choose a workspace. Everything they then see belongs to that merchant alone.
• Switching workspace replaces the scope entirely. Nothing carries over from the previous one.
• Suspending a partner affects only your workspace. Their access to other merchants is untouched.

Because the same email is used everywhere, a partner must have an address of their own. An email that already belongs to a merchant or team account on Vestrapay cannot be used. The dashboard rejects it, and the underlying error is email_already_registered. Ask the partner for a different address.

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Before you add a partner

Adding or changing partners needs full access to Settings in your team role. Viewing them needs read access. If an invitation fails with partner_access_not_enabled, contact tech@vestrapay.com.

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The invitation

What happens next depends on whether the email already has a Vestrapay partner account. If an invitation lapses, choose Resend invite from Settings → Partner users. Resending invalidates the earlier link.

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Statuses

Choosing Activate on a suspended partner restores access immediately. If they never accepted their invitation, they return to invited instead and still have to complete it.

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Good practice

• Grant the least that works. Prefer Partial view unless the partner needs to see whole-service totals.
• Review access when splits change. If you restructure a service, check the partners attached to it.
• Use shared mailboxes carefully. A partner login is identified by an email address. Prefer an address that your partner organisation controls.
• Suspend when in doubt. Suspending takes effect at once and can be reversed with Activate.

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Next

Invite and manage partners in the dashboard.