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, and 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 shops 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 Shop, or request access from an existing Triple Whale Shop.
Key Dashboard Metrics
Metric | Description |
Total Shops | Number of approved stores connected to your account |
Team Members | Total users with access to your partner account |
Pending Shop Invites | Shops awaiting approval of your access request |
Shop Cards
Each connected shop displays:
Shop name and ID
Your access role (Admin or User)
Any feature restrictions applied to you
Quick action buttons:
Overview: View the shop summary within the Partner Platform
Go to Shop: Open the Shop's account in a new tab
Shops Portfolio View
The Shops Portfolio View provides aggregated metrics across all your connected shops in a single, unified dashboard ❤️. This allows you to:
Compare performance across all shops
Customize tiles per shop to see the most important metrics
Track blended metrics across your portfolio
Identify top and underperforming shops
Create custom Views to easily group Brands for quick filtering
Shop Summary Page
Access detailed performance data for individual stores without leaving the Partner Platform. The Shop Summary includes:
Revenue and order metrics
Marketing performance across channels
Attribution data
Key KPIs specific to that store
Create a New Shop
Partners can create new Triple Whale shops directly from the platform, streamlining the onboarding process for new clients.
Click "Create New Shop" from the Dashboard, Shops Portfolio Page or the Settings > Shops Page
Choose if it will be a Paid or Free Shop
Complete the setup wizard
Shops that are created via the Partner Platform are automatically added to the Partner Account.
Request Shop Access (from an existing Triple Whale Shop)
Click "Request Shop Access" from the Dashboard or Settings > Shops page
Enter the domain of the shop you want to access.
For Shopify, you should enter the xyz.myshopify.com address and not the branded URL.
The shop Owner and Admins will receive a notification via email to approve your request.
Shop Access Statuses:
Requested: Awaiting approval from the shop 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
Shops
Manage all connected shops:
View shop status and access roles
See feature restrictions applied by each shop
View and manage which team members have access to each shop
Remove shops 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 shop 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 shop settings, account deletion, and ownership transfer |
Admin | Add/remove team members, set member and shop permissions |
Member | Basic access to assigned shops |
Detailed Partner Account Role Access Breakdown
Permission | Owner | Admin | Member |
Dashboard & Viewing |
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|
|
View Partner Dashboard | ✅ | ✅ | ✅ |
View Shops Portfolio (aggregated metrics) | ✅ | ✅ | ✅ |
View Individual Shop Summary | ✅ | ✅ | ✅ |
Navigate to Shop ("Go to Shop") | ✅ | ✅ | ✅ |
Shop Actions |
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|
|
Request access to new shops | ✅ | ✅ | ✅ |
Create new shops | ✅ | ✅ | ✅ |
Shop Management |
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|
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View all shops in the Partner Account | ✅ | ✅ | ❌¹ |
Remove shops from the Partner Account | ✅ | ✅ | ❌ |
Manage shop access roles & features | ✅ | ✅ | ❌ |
Team Management |
|
|
|
View all team members | ✅ | ✅ | ❌ |
Invite new team members | ✅ | ✅ | ❌ |
Manage team member roles | ✅ | ✅ | ❌ |
Manage team member shop 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 shops they have been explicitly granted access to
Shop Access Policies
When inviting team members, choose their shop access policy:
All Shops: User gains automatic access to all current and future shops connected to the partner account
Specific Shops: User only has access to manually selected shops
Shop Access Policy Comparison
Capability | All Shops | Specific Shops |
Access all current shops | ✅ | ❌ |
Automatic access to future shops | ✅ | ❌ |
Customize shop-level roles per shop | ❌² | ✅ |
Customize features/restrictions per shop | ❌² | ✅ |
Roles/features sync from shop settings | ✅ | ❌ |
² Users with "All Shops" access inherit roles and features from the shop's default settings—cannot be customized per user
Per-Shop Roles
For users with Specific Shops access, you can further customize their permissions:
Shop Role | Description |
Admin | Full access to shop data and settings |
User | Standard access to shop 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 Shop, or customized per individual shop.
Tips for Success
Use All Shops Access Wisely: Assign this policy only to team members who need to see your entire portfolio to maintain data security.
Shops 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 shop invitations regularly to follow up with shop owners who haven't yet approved your access requests.
Leverage the Portfolio View: Use the aggregated Shops 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 shop revokes my access?
A: The shop will move to "Revoked" status and you'll lose access to that shop's data. You can request access again if needed.
Q: How do I give a team member access to just one shop?
A: When managing the user, set their Shop Access Policy to "Specific Shops" and select only the shops 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.