| Who | Can do | Needs |
|---|---|---|
| Partner | Dashboard, statements, bank and tax details, directory listing, kit downloads, practice hub, own company | An approved partner login (or a customer login with a partner profile) |
| Customer owner | Enter a partner code at sign-up or the first checkout; invite the accountant into the apps | Company owner |
| Staff: Manage partners | Applications, partners, status changes, overrides, attribution, tier reviews, payouts, reconciliation, WHT schedule, directory, kit | partners.manage |
| Staff: Manage billing | Programme settings; record payments; refunds and voids | billing.manage |
| Staff: Edit website content | The Partner Terms page | content.manage |
| Super administrator | All of the above; staff roles | — |
Partner Programme user guide