What is the Partner Platform?
The Partner Platform is a dedicated Triple Whale workspace for agencies and partners. Instead of logging into each client business as individual business users, agencies can manage their connected brands from one partner account. From there, they can view performance, access approved businesses, manage their internal team, and work across client accounts more efficiently.
As the business owner, you still control whether the partner is approved for access to your business.
Why use the Partner Platform instead of adding agency users directly?
1. Cleaner access management
When you add agency team members directly to your business, every strategist, analyst, media buyer, or account manager may need to be managed individually.
That can create extra work when agency team members change roles, leave the agency, or no longer need access.
With the Partner Platform, you approve the agency partner account instead of managing every agency user one by one.
This helps keep your business user list cleaner and reduces the need for ongoing manual access cleanup.
2. Better security and control
The Partner Platform is built for external partner access.
Business owners and admins can approve, reject, revoke, or manage partner access without treating every agency employee like a normal internal business user.
You can also apply restrictions at the partner account level, such as limiting access to PII and Expense data.
That means you can give your agency the visibility they need while keeping stronger boundaries around your business data.
3. Easier team changes on the agency side
Agencies often have multiple people working on an account, including account managers, media buyers, analysts, and leadership.
If every person is added directly to your business, you may need to update access whenever the agency changes staffing.
With the Partner Platform, the agency can manage its own team members inside its partner account. They can invite, remove, and assign their internal users based on who needs access.
This makes agency collaboration smoother without putting all of the admin burden on your team.
How do I invite my agency to access my business as a Partner?
Go to the Settings > Team page
Click the Invite Partner Button
Add the agency user's email address
Choose the Partner's access level (Admin or User)
Select any additional data privacy settings (Block PII, Block Expenses)
Click Send Invitation
The agency will receive an email
If they already have a Partner Account, they will be given the option to add your business to their account.
If they don't have a Partner Account yet, they will be invited to create one, and they can then choose to add your business to their account
What can a Partner Account see?
A Partner Account can only access businesses that have approved their access request.
Once approved, the partner has the same access that regular Business members have.
Access can include roles such as Admin or User, and restrictions may be applied to limit sensitive data or specific capabilities where supported.
Can I revoke partner access later?
Yes. If you no longer want an agency or partner to access your business, their access can be revoked via the Settings > Team page.
Once access is revoked, the partner loses access to your business through the Partner Platform.
When should I add someone directly as a business user instead?
Direct business user access is usually best for people who are part of your internal brand team, such as employees, operators, finance users, or leadership.
For agencies, consultants, and external partners, the Partner Platform is usually the better option because it keeps external access easier to manage and separate from your internal team.
FAQ
Does approving a partner give every employee in the agency automatic access?
Not necessarily. The agency manages its team inside its Partner Platform account, and access can be controlled based on partner roles, business access policies, and available restrictions.
How much does a Partner Account cost?
Partner Account access is currently free, for unlimited users and unlimited businesses
Can a partner have access to multiple client businesses?
Yes. Agencies can manage multiple connected businesses from their Partner Platform account, but they only have access to businesses that have approved them.
Can I limit what my agency sees?
Where supported, restrictions and feature controls can be applied to limit access to sensitive data or specific capabilities such as PII and Expenses Data.
How can I give my agency Partner Platform access?
Ask them to request access through the Triple Whale Partner Platform using your business’s correct domain. Once the request is submitted, a business owner or admin can review and approve the request.