Getting Started
Accessing the Partner Platform 🚀
Navigate to app.triplewhale.com/partners to access the Partner Platform. If you already have a Triple Whale user account you can login. If you already have access to a Partner Account, you'll be directed to there. If not, you'll be brought to the Partner Account setup wizard.
If you're managing multiple partner accounts, you'll see a selection screen allowing you to choose which account to access.
Creating a Partner Account
If you don't have a Triple Whale user account yet:
Click "Sign Up"
Follow the guided setup wizard to configure your user and your Partner Account
Invite your first businesses and team members
Main Platform Features
Dashboard
Once you're in, the Partner Dashboard serves as your central command center, providing an at-a-glance view of your entire portfolio. From here you can create a new Triple Whale Business, or request access from an existing Triple Whale Business.
Key Dashboard Metrics
Metric | Description |
Total Businesses | Number of approved businesses connected to your account |
Team Members | Total users with access to your partner account |
Pending Business Invites | Businesses awaiting approval of your access request |
Business Cards
Each connected business displays:
Business Name and ID
Your access role (Admin or User)
Any feature restrictions applied to you
Quick action buttons:
Overview: View the business summary within the Partner Platform
Go to Business: Open the Business's account in a new tab
Businesses Portfolio View
The Businesses Portfolio View provides aggregated metrics across all your connected businesses in a single, unified dashboard ❤️. This allows you to:
Compare performance across all businesses
Customize tiles per business to see the most important metrics
Track blended metrics across your portfolio
Identify top and underperforming businesses
Create custom Views to easily group Brands for quick filtering
Business Summary Page
Access detailed performance data for individual businesses without leaving the Partner Platform. The Business Summary includes:
Revenue and order metrics
Marketing performance across channels
Attribution data
Key KPIs specific to that business
Moby
Generate reports, interactive dashboards and apps all from the Partner Platform
Conversations in the Partner Platform are not visible to the businesses
Buy and Manage your credit from your Partner Account
Use credits across all of your businesses, the businesses themselves do not need to have Moby or credits for you to be able to chat with their data
History
View Chat history
All chats in the Partner Account are Public (i.e. visible to all users in the Partner Account)
Chats can be renamed for easy reference
All chats from the account can be easily seen, separately from all of your own chats
AI Visibility
Monitor your agency's AI visibility
Add topics and prompts to see where you show up
Understand which sources are providing you visibility
Multiple models tracked
Create a New Business
Partners can create new Triple Whale businesses directly from the platform, streamlining the onboarding process for new clients.
Click "Create New Business" from the Dashboard, Businesses Portfolio Page or the Settings > Businesses Page
Choose if it will be a Paid or Free Business
Complete the setup wizard
Businesses that are created via the Partner Platform are automatically added to the Partner Account.
Request Business Access (from an existing Triple Whale Business)
Click "Request Business Access" from the Dashboard or Settings > Businesses page
Enter the domain of the business you want to access.
For Shopify, you should enter the xyz.myshopify.com address and not the branded URL.
The business Owner and Admins will receive a notification via email to approve your request.
Business Access Statuses:
Requested: Awaiting approval from the business owner/admin
Canceled: Request was canceled
Approved: Full access granted
Rejected: Access request was denied
Revoked: Previously granted access has been removed
Settings
Access Partner Settings from the bottom of the navigation sidebar.
Partner Details
Update your partner account information:
Account name
Partner URL
Currency preference
Businesses
Manage all connected businesses:
View business status and access roles
See feature restrictions applied by each business
View and manage which team members have access to each business
Remove businesses from your partner account
Team Management
Managing Partner Account Team Members
Navigate to Settings → Team
Invite new Team Members using the "Invite Member" button on the top right of the header
You can invite multiple team members at once
Use "Manage" to adjust roles, policies, and business access
Use "Remove" or "Revoke" to remove access
Partner Account Roles
The Partner Platform uses a tiered role system for Partner Account access:
Partner Role | Permissions |
Owner | Full account control including team membership, all partner business settings, account deletion, and ownership transfer |
Admin | Add/remove team members, set member and business permissions |
Member | Basic access to assigned businesses |
Detailed Partner Account Role Access Breakdown
Permission | Owner | Admin | Member |
Dashboard & Viewing |
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View Partner Dashboard | ✅ | ✅ | ✅ |
View Businesses Portfolio (aggregated metrics) | ✅ | ✅ | ✅ |
View Individual Business Summary | ✅ | ✅ | ✅ |
Navigate to Business ("Go to Business") | ✅ | ✅ | ✅ |
Business Actions |
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Request access to new businesses | ✅ | ✅ | ✅ |
Create new businesses | ✅ | ✅ | ✅ |
Business Management |
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View all businesses in the Partner Account | ✅ | ✅ | ❌¹ |
Remove businesses from the Partner Account | ✅ | ✅ | ❌ |
Manage business access roles & features | ✅ | ✅ | ❌ |
Team Management |
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View all team members | ✅ | ✅ | ❌ |
Invite new team members | ✅ | ✅ | ❌ |
Manage team member roles | ✅ | ✅ | ❌ |
Manage team member business access | ✅ | ✅ | ❌ |
Remove team members | ✅ | ✅ | ❌ |
Revoke pending invitations | ✅ | ✅ | ❌ |
Settings & Billing (coming soon) |
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Update Partner Details | ✅ | ✅ | ❌ |
View/Manage Billing | ✅ | ✅ | ❌ |
Purchase AI Credits | ✅ | ✅ | ❌ |
View Credit Usage | ✅ | ✅ | ❌ |
View Invoices | ✅ | ✅ | ❌ |
Account Control |
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Transfer Ownership | ✅ | ❌ | ❌ |
Be edited/removed by others | ❌ | ✅ | ✅ |
¹ Members only see businesses they have been explicitly granted access to
Business Access Policies
When inviting team members, choose their business access policy:
All Businesses: User gains automatic access to all current and future businesses connected to the partner account
Specific Businesses: User only has access to manually selected businesses
Business Access Policy Comparison
Capability | All Businesses | Specific Businesses |
Access all current businesses | ✅ | ❌ |
Automatic access to future businesses | ✅ | ❌ |
Customize business level roles per business | ❌² | ✅ |
Customize features/restrictions per business | ❌² | ✅ |
Roles/features sync from business settings | ✅ | ❌ |
² Users with "All Businesses" access inherit roles and features from the business's default settings—cannot be customized per user
Per-Business Roles
For users with Specific Businesses access, you can further customize their permissions:
Business Role | Description |
Admin | Full access to business data and settings |
User | Standard access to business data |
User Features & Restrictions
Fine-tune team member access with feature-level controls:
Restrictions: Block access to sensitive data (e.g., PII blocking)
Features: Grant access to specific capabilities
These can be applied at the Partner Account level by the Business, or customized per individual business.
Tips for Success
Use All Business Access Wisely
Assign this policy only to team members who need to see your entire portfolio to maintain data security.
Businesses can set Feature Restrictions at the Partner Level
When a restriction is set at the partner account level, it automatically applies to all team members, no need to configure individually.
Monitor Pending Invites
Check your pending businesses invitations regularly to follow up with business owners who haven't yet approved your access requests.
Leverage the Portfolio View
Use the aggregated Business Portfolio View during client meetings to demonstrate cross-portfolio performance.
FAQ
Q: How do I switch between partner accounts?
A: Click on the Partner Platform logo in the top-left corner to access the account switcher.
Q: Can I be a member of multiple partner accounts?
A: Yes! You can be invited to multiple partner accounts with different roles in each.
Q: What happens when a business revokes my access?
A: The business will move to "Revoked" status and you'll lose access to that business's data. You can request access again if needed.
Q: How do I give a team member access to just one business?
A: When managing the user, set their Business Access Policy to "Specific Businesses" and select only the businesses they should access.
Need Help?
If you have questions about the Partner Platform or need assistance setting up your account, our support team is here to help. Click the chat icon to connect with us.