How do I use the Setyl Partner Portal?
Add and manage your clients' Setyl accounts, partner users, billing and exports.
The Partner Portal is for MSPs and resellers who manage Setyl for their clients. Sign in to Setyl and go to Partner Portal in the menu.
Organizations
Under Organizations you'll see every client account you manage, with counts of their People, Service Accounts, Assets, Apps, Licenses and Integrations, and their plan and subscription status.
- Enter Account: open a client's Setyl account. You'll have Owner access inside it, and changes you make are recorded in its activity log under your name.
- Edit: change a client's settings.
- View Billing: see invoices for that client.
Add a new client
- Go to Organizations and click Add New Organization.
- Enter the Company Name, and choose the Company Timezone, Base Currency and Default role for new people.
- Choose whether to Show payments or Hide payments to the client. If payments are hidden, the client sees a "contact sales" message instead of billing details.
- Save. We're notified when you add a client and will be in touch if anything else is needed.
Manage a client that already uses Setyl
Click Request to Manage Existing Organization, and enter the company name and a contact email for that organization. We'll ask them to confirm.
Partner users
Under Partner Users, click Add Partner User to give someone on your team access to the Partner Portal.
Export assets across all clients
Click Export All Assets to download one file of every Asset across all your clients. Exports can take a few minutes. When an export is ready, it's listed under Exports.
Billing
- Invoices: see your invoices.
- Payment Methods: add or update the card used to pay.
- Settings: update your company details, billing email, billing address and default billing currency.
Things we do for you
Email hello@setyl.com if you need to:
- remove a client organization;
- turn on API access for a client;
- move a client from a trial to a paid account.