The partner program

A partner is a reseller that runs its clients' companies on Ganttry. The partner's staff look after those companies with full company-admin powers, and the partner buys licenses for them on one monthly invoice, paid to Ganttry directly. To become a partner, see the partner program on the Ganttry site.

Where to find it#

Partner staff open the partner dashboard from the avatar menu: Partner dashboard, followed by the partner's name. The page head reads "Partner — " followed by the partner's name, with "<partner name> · partner administration" under it.

Partners and partner staff#

Ganttry sets up each partner by hand: the partner itself, its per-license monthly rate (a named tier or a rate of its own) and the staff accounts linked to it.

• Partner staff get full admin access to every company the partner owns — the same powers as a company Admin. They open each client company's Company page from the dashboard's Manage….
• Partner staff use no license, in any company, and hold no memberships.

The partner dashboard#

The dashboard has five cards.

• Billing summary — the partner's status, its rate per license per month, paid licenses (and how many end this cycle), trial licenses, the current billing cycle, and an estimate of the next invoice.
• Next invoice (live estimate) — the lines the next invoice will carry so far, company by company, with a total.
• Companies — each client company with its licenses in use, its status and its actions (below). + New company… creates a company.
• Invoices — each invoice with its date, service period, amount and whether it is paid.
• Partner staff — the people linked to the partner.

Licenses for a client company#

• Add licenses… — the licenses start now, and the next invoice includes the days left in the current billing period.
• Cancel licenses… — the licenses you cancel stay active until the current billing period ends, then they end.
• Start 14-day trial… — offered for a brand-new company with no licenses. It's free for 14 days; after that, the company must switch to paid licenses before adding or re-enabling user accounts.
• Convert to paid… — turns a trial's licenses into paid licenses; billing starts that day and is prorated on the next invoice.

Licenses never move between a partner's companies: add and remove them company by company. A client company's admins see "Licensing is managed by" the partner's name on their License card, and no Stripe buttons — see Licenses and billing.

Billing#

• Billing runs on monthly cycles that start on the partner's start date.
• At the end of each cycle an invoice is fixed: one prorated line for each license added during the cycle, plus each company's licenses for the cycle ahead. The dashboard always shows a live estimate of the next one.
• Partners pay Ganttry directly — by ACH, on an invoice, never through Stripe. Ganttry marks an invoice paid when it arrives.
• An unpaid invoice turns the partner's status to past due: "An invoice is unpaid. You can't add licenses once it has been unpaid for 14 days from its issue date." New licenses are blocked until it's settled — the companies already working are never locked out.

Who can use it#

Partner staff open the partner dashboard, and the Company page of each company their partner owns. Company users inside a client company work as usual; their roles are set by the company's admins or by partner staff. See Who can see and do what.

Good to know#

• A partner-billed company never touches Stripe, and a company billed through Stripe can't be attached to a partner — the two ways of paying never mix.
• When a trial ends without converting, the company's admins are told "The free trial for this company has ended — ask your partner to convert it to paid licenses." when they try to add someone.
• The step-by-step version is Look after your clients' companies.