Partners' Guide: Onboarding & Setup

Welcome Onboard, Partner! This guide walks you through the key steps to get up and running quickly with your Partner account, covering setup, onboarding, campaign launches, licence management, and best practices.


In This Guide


Sign In


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


To 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.

Want an easier login experience? Visit our Single Sign-On options guide.

Adding Your Internal Team


You have access to 10 NFR (Not For Resale) licences - perfect for internal training, demos, or testing the platform.


To Add Users:


  1. Navigate to Users
  2. Click Add Users
  3. Select NFR licence type > Save

Need to add Managers? Visit our How to Add Managers guide

Quick Start Guide


Rolling out Internal Training or Getting Familiar with the Platform?


Start here: Quick Start Guide


  1. Onboarding Tour Video
  2. Whitelisting
  3. Set up Phish Reporter
  4. Test Phishing Campaign
  5. Launching a Baseline Phishing Test
  6. Internal Communications
  7. Creating a Training Campaign
  8. Campaign Monitoring & Reporting

Editing Your Company Details


To update your Partner Profile:


  1. Go to the Company section
  2. Click the Actions button (top-right) > Edit Company

You can set a default language for your Partner account in the Edit Company section. This language setting applies across all customer companies linked to your Partner account. Non-localised content will appear in English (GB). Need for info? Visit our Localisation Guide.

Localisation is an ongoing improvement, so there may be some parts of the platform that have not been localised and will be displayed in English (GB).

Partner Multi-Tenant Overview


You now have full access to the multi-tenancy, allowing you to set up and manage multiple client accounts ( Premium and Trial ) under one login. We’ve built the platform to be straightforward, scalable, and flexible - ideal for partners like you.


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

Need help? Dive into our MSP Partners' Guides in the Support Centre for best practices on how best to manage the platform and your customers.

Settings & Whitelabelling


Customise the Platform to Adopt your Brand,


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

Need more info?

Licence Management


In your Licence Section, you'll see:


Licences:


Manage your account's Licences from here.

  • Available - Ready to assign
  • Allocated - Currently in use
  • Expiring - Nearing expiry
  • Expired - Already lapsed

Orders:


  • My Orders - Licences assigned to your Partner account
  • Requested Orders - Customer requests waiting for assignment
  • Assigned Orders - Licences you've already assigned to customers

*Use filters to manage licences efficiently

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

System Emails - What Admins Receive


Email Type

 Recipient 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.

Introducing Customers to the Platform


Start your Customers off Strong:


How to Manage Your Customer Accounts


Once a customer company is created, help them get started right away!


To Manage a Customer:


  1. Navigate to your Partner Company section to open your multi-tenant.
  2. Select the Customer you wish to manage
  3. Click the Actions > Manage Company
  4. This takes you into Manage Mode.

Need help?

Visit our Managing and Assigning Licences for Your Customers guide.

Portals & Resources


You also 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


Found under Resources on our website - includes:


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

📌 Password required - reach out if you need it.


Public Portal


Also under Resources - includes:


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

Let your customers dive in here and use this content to boost learning in a fun and consistent way - all completely free.🎉

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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