Partners' Guide: Onboarding & Setup

Welcome Onboard, Partner! This guide walks you through the essential steps to get up and running quickly with your Partner account, covering setup, internal training, customer onboarding, and leveraging our resources for growth.

In This Guide

Getting Started (Sign In & Company Details)
Internal Setup (Team, Quick Start & Whitelabelling)
Managing Customers (Multi-Tenant Overview & Licences)
Customer Onboarding (Creating and Managing Client Accounts)
Support & Growth (Portals & Resources)

1️⃣Getting Started

Once you’ve been granted Partner access, you will receive an onboarding email to set up your login credentials.

Sign In:

Click the link in your Partner Welcome Email, or
Go to https://app.goldphish.com/ in your browser’s address bar and press Enter.

Easier Login: Visit our Single Sign-On options guide for streamlined access.

Editing Company Details:

Update your Partner profile and set core preferences here.

Go to the Company section.
Click the Actions button (top-right) > Edit Company.
Set your default language in the Edit Company section.

Your default language applies across all customer companies linked to your Partner account. However, localisation is an ongoing improvement; any content that has not yet been translated will appear in English (GB). More info: Localisation Guide.

2️⃣Internal Setup

Adding Your Internal Team

You are provisioned with 10 NFR (Not For Resale) licences for free internal use. These are perfect for team training, demos, or testing the platform's features.

To Add Users (NFR Licences):

Navigate to Users
Click Add Users
Select NFR licence type > Save

Need Managers? For internal users who need elevated administrative rights, visit our How to Add Managers guide.guide

2. Quick Start Guide: Your Internal Kick-Off Checklist

Rolling out internal training or getting familiar with the platform?

✅Start here: Quick Start Guide

Settings & Whitelabelling

Customise the platform to adopt your brand identity, building trust with your customers.

To Customise the Platform:

Go to Settings.
Under the Theme tab, apply your brand colours and click Save.
Go to the Company logo tab, upload your logo (min. 200x200px, transparent background), and click Save.

Note: Whitelabelling applies across all customer companies linked to your Partner account.

Need more info?

3️⃣Managing Customers

Partner Multi-Tenant Overview

You now have full access to our multi-tenancy feature, allowing you to set up and manage multiple client accounts (Premium and Trial) under one login.

The platform is built to be straightforward, scalable, and flexible, offering:

Whitelabel the platform for brand consistency.
Load and manage Premium customer accounts.
Load and manage Reseller accounts (Distributors only).
Simple licence management across all clients.
Create 30-day free trials for all customers easily.
Customise phishing templates and system emails.
Localisation options for global clients.

Need help? Dive into our MSP Partners' Guides in the Support Centre for best practices on platform and licence management.

Licence Management

The Licence Section is your central hub for managing capacity and customer orders.

Section	Status	Description
Licences	Available	Ready to assign to a customer account.
	Allocated	Currently assigned and in use by a customer.
	Expiring	Nearing expiry (action required).
	Expired	Already lapsed and inactive.
Orders	My Orders	Licences assigned to your Partner account.
	Requested Orders	Customer requests waiting for you to assign licences.
	Assigned Orders	Licences you have already assigned to customers

Pro-Tip: Use filters to manage billing, recon and expiring orders efficiently.

Need more internal licences? Visit our How to order Premium licences guide. guide. (Note: These will be billable.)

Key System Email Notifications

Email Type	Receipient	Purpose
Partner welcome email	Internal Manager	Guides them to set up their password.
Licence request notification	Internal Manager	Prompts Manager to assign requested licences to the customer.

Customer Onboarding

🤝 Introducing Customers to the Platform

Start your customers off strong by guiding them through the setup process.

Customer Account Setup Journey

Customer Status	Action	Resource
Potential Customer	Create a Free Trial Account	How to Create a 30-Day Free Trial Account
	Upgrade the Free Trial	How to Upgrade Your Free Trial Account
Qualified Customer	Create a New Company	How to Create a Customer Company
	Onboard Customers Effectively	How to Onboard Your Customers Effectively

Managing a Customer Account ( Manage Mode)

Once a customer company is created, you can access and manage their account directly.

Navigate to your Partner Company section to open your multi-tenant.
Select the Customer you wish to manage.
Click the Actions button > Manage Company.

Tip: This takes you into Manage Mode, allowing you to configure settings, launch campaigns, and pull reports on behalf of your customer.

More info? Visit our Managing and Assigning Licences for Your Customers guide.

5️⃣ Support & Growth

You have access to our Portals, packed with sales and marketing resources to support your go-to-market efforts and help grow your cyber awareness offering.

🔐 Partner Portal (Password Required)

Found under Resources on our Website - this includes:

Sales decks, brochures, and battlecards
Legal documents (ToS, privacy)
Campaign assets & tender packs
Demo Video – a great walkthrough for onboarding & sales

Need Access? Please reach out via the chatbot or email support if you require the password.

🌍 Public Portal (Customer Facing)

Also under Resources on our Website, this portal provides free content your customers can use to boost learning:

Monthly Comms Calendar (Jan–Dec)
Posters, infographics, campaign collateral
Tips for digital or office-based reminders (e.g., screensavers, boardroom posters)

You’re all set to start onboarding customers and building cyber-savvy organisations! 🛡️

If you ever get stuck or need tailored help, just pop us a message via the chatbot or email support - we’ve got your back! 🫱🏼‍🫲🏼