Using the partner dashboard

The Partner Dashboard is your central hub for managing client work. Access it from the sidebar by clicking Partner Dashboard.

Dashboard Overview#

At the top, you'll see key metrics:

• Sandbox Credits (This Month) — Credits used across all sandbox workspaces
• Active Clients — Clients with paid subscriptions you referred
• Total Clients — All clients you've referred, including inactive

Your current tier and monthly credit limit are shown based on your active client count.

Sandbox Workspaces#

Sandbox workspaces are for building, testing, and demoing templates before client handoff.

Key Features#

• Use partner credits — Sandbox workspaces consume your partner quota, not a subscription
• Watermarked output — Images from sandbox workspaces have a small Orshot watermark
• Unlimited workspaces — Create as many sandboxes as you need
• Full feature access — All Orshot features work the same as regular workspaces

Creating a Sandbox#

1. From the Partner Dashboard, click Create Workspace
2. Toggle Sandbox Workspace on
3. Enter a name and slug
4. Click Create Sandbox Workspace

Watermarking#

Images rendered from sandbox workspaces include a small watermark. This indicates the workspace is in sandbox mode.

Once you hand off the workspace to a client and they subscribe, the watermark is automatically removed for future renders.

Client Handoff#

When your client is ready to take ownership of their workspace:

1. Prepare the workspace — Ensure all templates and assets are set up
2. Transfer ownership — Use the workspace transfer feature
3. Client subscribes — After accepting, the client chooses their plan
4. You get credit — The client counts toward your active client count

How to Transfer#

1. In the workspace, go to Settings → General
2. Scroll to Transfer Workspace
3. Enter the client's email address
4. Choose transfer options:
   • Include team members — Keep existing team in the workspace
   • Keep me as a team member — Stay on as a contributor
5. Click Send Transfer Invite

The client receives an email to accept the transfer. Once they accept and subscribe, they're counted as your referred client.

Editing Your Profile#

1. From the Partner Dashboard, click Edit Profile
2. Update your agency logo, name, slug, or website
3. Toggle Make my profile public to appear in the partners directory
4. Click Save Changes

Tracking Your Tier#

Your tier updates automatically based on active client count:

As clients subscribe or cancel, your tier and credit quota adjust accordingly.

Best Practices#

• Use sandboxes for development — Keep client work in sandboxes until handoff
• Name workspaces clearly — Include client name for easy tracking
• Test before handoff — Verify all templates work as expected
• Document for clients — Include setup notes or template guides before transfer