Partner & Multi-Tenant Guide: Getting Started

Welcome onboard! This guide is here to help you get up and running with your Partner account as quickly as possible. We’ll cover your initial setup, how to get your team sorted, and where to find the best resources to help you grow.

For step-by-step instructions when setting up and onboarding your customers, see our Quick Start Guide.

In This Guide

  1. Platform Tour: Quick video overview of the journey
  2. Platform Access: Signing in and editing company details
  3. Licence Management: Managing your team and NFR licences
  4. Technical Setup: Whitelisting & Phish Reporter setup
  5. Account Settings: Whitelabelling
  6. Managing Customers (Multi-Tenancy): Creating customer accounts and "Manage Mode"
  7. Support & Growth: Access Marketing & GTM Resources (Partner Portal)

  1. Onboarding Tour Video

  1. Platform Access

Once you’ve been set up with Partner access, you’ll receive a welcome email from noreply@mail.goldphish.com


  • Signing In: Click the Set Password link in that email. If you don't see it within a few minutes, check your spam folder. You can also sign in anytime via  app.goldphish.com.
  • Verify Access: If you can’t access Partner features, contact your Account Manager to confirm full Partner Platform access has been enabled
  • Company Details: Company section > Actions > Edit Company to set your default language and update details
  • Easier Login: Check our Single Sign-On options for streamlined access

  1. Licence Management


As a Partner, you automatically receive 10 NFR (Not For Resale) licences for internal training, testing, demos, or loading qualified customers.

For a deeper dive into our solutions, licence types, and management, visit our Partner's Guide: Licence Management


How you assign them depends on whether your team already exists in the platform or not 👇


3.1 Transitioning from a Trial?


Trial licences expire when you upgrade. NFR licences are not auto-assigned.


To assign an NFR licence:


  • Go to your Licences section > Expired Licences.
  • Tick the box next to the user's name.
  • Click the three dots icon > select Assign To NFR.

3.2 Adding New Teammates


Ready to bring the rest of the team in?


  • Users section > Add Users.
  • Enter their details
  • Select NFR as the licence type
  • Click Save.

*The system pulls from your available NFR pool automatically.

3.3 Assigning Manager Privileges


Once you've assigned an NFR licence, you can give your team Manager privileges to assist with managing your customer accounts.


  • Go to Users > Managers
  • Click Add Manager
  • Select the user from the dropdown
  • Click Save

To remove a Manager: Click the bin icon next to their name

Note: If someone leaves your team, delete the user first. Their NFR licence returns to the pool. Remove Manager privileges first if applicable.

  1. Technical Setup

If you’re rolling out internal training or testing features, loop in your IT team early. This makes sure that our domains are whitelisted correctly, and system emails land safely in inboxes.


Share these guides with IT:


Note: Technical setup needs to be completed for each customer account during onboarding.

For a step-by-step workflow on testing, whitelisting, and learner setup, see the Quick Start Guide. This is especially useful when onboarding your customers, so you can confidently ensure their environment is ready for training.

  1. Account Settings (Whitelabelling)


Give the platform a familiar look and feel for both your team and your customers.


5.1 Add Your logo


  • Go to Settings > Company Logo (Suggested size: max 760px W x 120px H)
  • Upload logo > click Save

Note: Your logo will automatically apply to all customer accounts, too.

5.2 Add Your brand colours


  • Go to Settings > Theme
  • Apply colours > click Save

5.3 Customise System Email Templates

You can edit system email templates (welcome emails, reminders, etc.) Published templates automatically apply to all customer accounts.

5.4 Preferences


Update contact details under Preferences.


This contact:

  • Appears on all system emails
  • Applies to all customer accounts
  • Becomes the “go-to” person for training or security questions

Need more detail?

  1. Managing Customer Accounts (Multi-Tenancy)


Full access to multi-tenancy lets you manage Premium and Trial customer accounts under one login.


6.1 How to Create a Customer Account


  • Go to the Company section >  Actions > Create Company.
  • Select Customer as the company type
  • Fill in the details > Enter the number of licences required.
  • Choose Licence Type: Premium,  Managed, Trial
  • Complete Manager Details or appoint yourself as External Manager > Click Save

For step-by-step instructions, visit these guides:

6.2 How to Manage a Customer Account ( Manage Mode)


To access a customer account


  • Go to your Partner Company section
  • Select the Customer
  • Click the Actions button > Manage Company.

Note: Manage Mode lets you configure accounts, launch campaigns, and pull reports as if logged in as the customer.

Need Help? Visit our Partners' Guides for detailed information on how to set up and manage your customer accounts.

6.3 Customer Licence Management


In  your Licences section > Orders, you’ll find:


  • My Orders – Assigned to your company
  • Requested Orders – Submitted by customers
  • Assigned Orders – Assigned to other companies

Note: When your customer submits a licence request, you will receive an email notification notifying you and asking you to visit your company's licences page to review and assign the order. Once assigned, the customer will receive an email notification letting them know that their licences are available.

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

  1. Support & Growth


Marketing & GTM Resources (Partner Portal)


Find everything you need to support sales and go-to-market efforts:

  • Sales decks
  • One-pagers (Managed & Premium)
  • Battlecards
  • Social media assets
  • Demo video - a great sales tool to support your new business discussions. 

Where: Access via the Resources tab on our Website > Partner Portal (Password Required)

Can’t access? Reach out via the chatbot or email support.

Public Portal


Where: Access via the Resources tab on our Website > Public Portal


Find:

  • 12-month communication calendar
  • Posters & infographics
  • Cyber tip templates

Use creatively: Office posters, screensavers, internal newsletters, instant messaging, weekly “Cyber Tip Monday” messages.

These complement platform training and deliver a 360° security awareness programme.

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! 🫱🏼‍🫲🏼

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