> For the complete documentation index, see [llms.txt](https://bolten.gitbook.io/bolten-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://bolten.gitbook.io/bolten-docs/en/brand-activation/partner-area.md).

# Partner Area

The Partner Area is your control panel within Bolten. This is where you manage everything related to your operation: your models, your clients, your domain, and your integrations.

***

### Quick summary

| Section                    | What it's for                                              |
| -------------------------- | ---------------------------------------------------------- |
| **Dashboard**              | Manage models, invite clients, configure tools and pricing |
| **Clients**                | Project overview, including your demo project              |
| **Documentation**          | Direct access to this documentation                        |
| **My brand**               | Domain, domain request, and visual identity                |
| **API keys**               | Create and manage credentials for external integrations    |
| **Payments (70/30):**      | Access to your Stripe payout dashboard (70/30)             |
| **Subscription (Payout):** | Next charges and payment method                            |

***

## How to access the Partner Area

To make sure you're in the Partner Area (and not in the view of a specific project), follow these steps:

1. Look at the **bottom-left corner** of the screen.
2. Click on the **your name**.
3. Select **Partner Area**.

<figure><img src="https://3750429896-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAwAM8hC6256ptjRLGE61%2Fuploads%2Fiik4XjuJezan7HfVkXx8%2Fimage.png?alt=media&amp;token=f8869f85-d712-4dad-aef9-538dcdf89eef" alt=""><figcaption></figcaption></figure>

Done — you will be redirected to your admin panel, where you'll find the tabs explained below.

***

### Dashboard

The Dashboard is the main screen of your Partner Area. Here you view and manage all your **Models**.

After finishing onboarding, your Dashboard shows the **model you built during onboarding**. From it, you can create as many new models as you want, for example one for each niche or plan.

#### What is a Model?

A Model is a preconfigured set of tools, visual identity, pricing, and structure that you set up once and replicate for as many clients as you want. For example, you can have one model geared toward medical clinics and another for law firms — each with different settings.

#### What you can do in the Dashboard

* **View your Models:** all the models you created appear here, organized in cards.
* **Invite clients:** each model has a button **Invite!** which generates a sharing link. Just send it to your client — they will sign up themselves and create their credentials. Learn more about client creation in [Client creation and customization](https://bolten.gitbook.io/bolten-docs/manual-de-uso-da-plataforma/criacao-e-customizacao-de-clientes).
  \*

  ```
  <figure><img src="/files/1503e9bffaa9126b1099a85f0e65d6c475fdb5a1" alt=""><figcaption></figcaption></figure>
  ```
* **Configure a Model:** when clicking on **Settings** on a model card, you access the customization options: visual identity (logo and colors), enabled tools, and pricing. Learn more in [How to customize a Model](https://bolten.gitbook.io/bolten-docs/templates-prontos/como-escolher-o-modelo-ideal/como-personalizar-um-modelo).
  \*

  ```
  <figure><img src="/files/52241bd9c77d2928e4e2d21646c98a2633f56f1a" alt=""><figcaption></figcaption></figure>
  ```
* **Access the editing view:** within the model settings, you can click **Access editing view** to check how the system **will appear** for your client — without needing to create a test account. Learn more in [How to test your Model](https://bolten.gitbook.io/bolten-docs/ativacao-da-marca/checklist-de-lancamento/como-testar-o-seu-modelo).
*

```
<figure><img src="/files/9fd7d3dd44e1133cdf8b1b4e223a91b5120a7bb8" alt=""><figcaption></figcaption></figure>
```

* **Manage clients of a model:** below each model, you find the list of companies using that model. Clicking the orange button **View Users** for a specific client takes you into that project's exclusive editing environment.
  \*

  ```
  <figure><img src="/files/50d6455a022a282ca78bed4b1d41ee160e0c0caf" alt=""><figcaption></figcaption></figure>
  ```

> <mark style="color:$danger;">**Important:**</mark> <mark style="color:$danger;"></mark><mark style="color:$danger;">changes made to a Model's settings affect only</mark> <mark style="color:$danger;"></mark><mark style="color:$danger;">**new clients**</mark><mark style="color:$danger;">. Clients that are already active are not affected. To adjust an existing project, access the client individually via the Dashboard or the Clients tab.</mark>

#### Useful links related to the Dashboard

* [Logo and colors](https://bolten.gitbook.io/bolten-docs/ativacao-da-marca/logotipo-e-cores)
* [How to set pricing](https://bolten.gitbook.io/bolten-docs/manual-de-uso-da-plataforma/como-definir-o-preco)
* [Products and prices](https://bolten.gitbook.io/bolten-docs/manual-de-uso-da-plataforma/produtos-e-precos)

***

### Clients

The tab **Clients** offers a consolidated view of all active projects in your operation, regardless of the model they belong to. While the Dashboard organizes clients by model, here you have a direct, practical list to quickly locate any company.

#### What you can do in the Clients tab

* **Your demo project:**
  * Every partner starts with a **demo project** already created in the Clients tab. It is your project: it serves for you to test and understand the platform in practice, with WhatsApp, funnel, AI Agent, and conversions.
    * It is valid for **30 days**.
    * After that, it can continue as a demo project, without real use, or become a real project.
    * It **cannot be deleted**.
* **Search for a specific client:** ideal when you need to find a company without remembering which model it is linked to.
  \*

  ```
  <figure><img src="/files/526ace9e2995d953546bc994c2152c1bf78e682f" alt=""><figcaption></figcaption></figure>
  ```
* **Access a project's dashboard:** when clicking a client, you enter that project's editing environment — where you can adjust tools, visual identity, access permissions, and financial settings.
  \*

  ```
  <figure><img src="/files/9f7c0ec27a65d3d1f8315ce7650cbdea52c0eb40" alt=""><figcaption></figcaption></figure>
  ```
* **Manage access:** within a client's project, the tab **Accesses** lets you add or remove users, define Manager permissions, or revoke licenses. Learn more in [How to remove a client's access](https://bolten.gitbook.io/bolten-docs/manual-de-uso-da-plataforma/como-tirar-o-acesso-de-um-cliente).
  \*

  ```
  <figure><img src="/files/84052101402e1924ad3a1959caeb792b3136f169" alt=""><figcaption></figcaption></figure>
  ```
* **Delete projects:** when necessary, you can remove an entire project or delete a client from your database. Learn more in [How to delete a project](https://bolten.gitbook.io/bolten-docs/manual-de-uso-da-plataforma/como-deletar-um-projeto).
  \*

  ```
  <figure><img src="/files/ff82367f6147f5d85e9b756ea3a9b23c9fe16e5b" alt=""><figcaption></figcaption></figure>
  ```

> **Tip:** the Clients tab is the fastest path when you already know which company you need to access. <mark style="color:$success;">The Dashboard is more suitable when you want to browse by model.</mark>

***

### My brand

Here you configure everything that gives the system your look and feel. There are three tabs:

#### **Custom domain**

Shows the active domain today. This is also where you choose the **model used when registering new clients on your domain**: anyone who signs up directly through your address enters this model.

#### **Domain request**

Shows the status of your domain. The Bolten subdomain (e.g., <mark style="color:red;">`youragencia.bolten.io`</mark>) is created automatically during onboarding. To use your own domain, make the request here and configure the CNAME at your provider. See the step-by-step guide in [Dominio propio](/bolten-docs/es/activacion-de-la-marca/dominio-propio.md).

{% hint style="info" %}
**Attention:** it is possible to have 1 domain at a time. To switch, contact support. After the domain is active, access the platform through it, not through <mark style="color:red;">`www.bolten.io`</mark>. You will need to log in again.
{% endhint %}

#### **Visual identity**

Main logo, favicon (browser icon), color in light mode, and color in dark mode. In the 70/30 model, this identity is also automatically applied to the Stripe checkout.

> **Attention:** it is not possible to use routes from a domain that is already active. For example, if <mark style="color:red;">`youragencia.com.br`</mark> already has a published page, you will not be able to use <mark style="color:red;">`youragencia.com.br/crm`</mark>. The solution is to use a **subdomain**, such as <mark style="color:red;">`crm.youragencia.com.br`</mark>.

***

### API keys

The section **API keys** (or API Keys) is where you create and manage the keys that allow Bolten to integrate with other external tools and systems — such as n8n, Make, Zapier, or any other platform that communicates via API.

#### What is an API Key?

It is a unique credential that authenticates your requests to Bolten's API. Each key is associated with your partner account and grants access to resources available according to your permissions.

#### What you can do in this section

* **Create a new key:** click the **+ API Key** in the top-right corner, give the key a descriptive name (for example, "n8n key") and click **Generate**.
* **Copy the key:** after generation, the key will be displayed on the screen. Click it to copy it automatically to the clipboard.
* **Delete a key:** if you no longer need a key, click the trash icon next to it to remove it.

> **⚠️ Important:** copy and save your key immediately after generating it. It **cannot be recovered** later. If you lose it, you will need to create a new one.

Learn more about how to authenticate requests and the available endpoints in [API](https://bolten.gitbook.io/bolten-docs/configuracoes-avancadas/api).

***

### Payments and Subscription

#### Payments

In the **70/30**, this tab takes you to your **Stripe dashboard**. There you can track the available and pending balance, the payouts to your bank account, and the statement. Details in [Billing in 70/30 model](/bolten-docs/en/billing-models/billing-in-70-30-model.md)

#### Subscription

Shows the **next charges**, proportional or not, and the **payment method** chosen, which can be changed at any time. Details in [Billing in revenue-sharing model](/bolten-docs/en/billing-models/billing-in-revenue-sharing-model.md)

***

**Next steps:** if you're just starting out, we recommend following the [Launch checklist](/bolten-docs/en/brand-activation/launch-checklist.md)to ensure everything is configured before inviting your first clients.