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.

In This Guide

1. Platform Tour: A quick video overview of the journey.
2. Platform Access: Signing in and editing company details.
3. Licence Management: Managing your team and "Not For Resale" (NFR) licenses.
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

2. 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 the Partner features, give your Account Manager a shout to confirm that full Partner Platform Access has been enabled.
• Company Details: Go to the Company section > Actions > Edit Company to set your default language and update any details.
• Easier Login: Visit our Single Sign-On options guide for streamlined access.

3. Licence Management

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

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

3.1 Transitioning from a Trial?

When you upgrade from a trial, those trial licences expire. NFR licences are not auto-assigned so you stay in control of who gets them.

To assign an NFR licence:

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

3.2 Adding New Teammates

Ready to bring the rest of the team in?

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

*The system will automatically pull from your available NFR pool.

3.3 Assigning Manager Privileges

Once you've assigned an NFR licence, you can give your team Manager privileges to help run the platform and manage customers.

• 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

4. 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:

• Whitelisting technical info & domains
• Whitelisting setup guides
• Phish Reporter setup guides

5. 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 your logo and click Save

5.2 Add your brand colours

• Go to Settings > Theme
• Apply your brand colours and click Save

5.3 Customise training notifications

Managers can tweak system email templates (welcome emails, reminders, etc.) to better match your tone of voice.

6. Managing Customers(Multi-Tenancy)

You’ve got full access to multi-tenancy, meaning you can manage multiple Premium and Trial customer accounts under one login.

6.1 How to Create a Customer Account

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

6.2 How to Manage a Customer Account ( Manage Mode)

To jump into a customer’s environment:

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

6.3 Customer Licence Management

Your Licences section is your go-to hub for:

• Managing capacity
• Assigning licences
• Handling customer orders

7. 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: Go to the ‘Resources’ tab on our Website > Select Partner Portal (Password Required)

Public Portal

• Where: Go to our Website under Resources >Public Portal
• Inside you’ll find: A full Jan–Dec communication calendar, Posters, infographics & cyber tips, Campaign and awareness collateral
• These are perfect for: Digital use, Office posters & screens, Internal newsletters, Instant messaging, Weekly “Cyber Tip Monday” messages from leadership

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! 🫱🏼‍🫲🏼