Agency Partner programme: help index

ProfilePilot's Agency Partner programme is a wholesale reseller model: your agency gets a white-label portal (login + dashboard), manages client organisations, and pays ProfilePilot a base licence plus a per unique storefront wholesale rate.

Agency staff work in `/dashboard/agency` and switch into client orgs from the shared dashboard header client switcher — not from a duplicate picker on every agency page.

White-label covers portal + email/PDF branding. Agencies do not get a public marketing website; SiteHeader/SiteFooter stay ProfilePilot-branded on profilepilotapp.com.

Use these focused articles (also under Resources → How to guides):

1. [Getting started as an Agency Partner](/help/agency-partner-getting-started) — login, overview, client switcher
2. [Managing clients](/help/agency-managing-clients) — list, drill-in, add client, what staff can see
3. [Agency Team](/help/agency-team) — invites, roles, client scope, deactivate, last-admin rule
4. [Agency branding](/help/agency-branding) — logos, colour, email domain, read-only Domain
5. [Wholesale & billing](/help/agency-wholesale-billing) — tiers, invoices, PayFast, unpaid lock
6. [Working in a client org](/help/agency-working-in-client-org) — Reputation, Locations, Insights entitlement
7. [Agency offboarding](/help/agency-offboarding) — staged Admin exit (Initiate → Disposition → Complete)

Public programme overview: `/partners`.

| Role | Typical access | | --- | --- | | Agency Admin | Overview, clients, team, branding, billing, work in clients | | Agency Staff | Overview, clients, work in assigned clients — not Team, Branding, or Billing |

Empty client scope means access to all clients managed by your agency. A non-empty scope limits staff to listed client orgs only.