Partner console
Manage client teams, your staff and their access, connections and statements across all clients.
For accounting partners
The partner console is where you manage all client teams. Switch to a client team with the menu in the top left, or open it from the Teams tab.
Overview
| Tab | What it shows |
|---|---|
| Teams | Every client team with listing count and status. Filter by status. Go to Team opens it. The menu next to a team holds team settings, cancel subscription, remove from console and delete. Create team starts a new one. |
| Users | All users across your teams: property managers, owners and users without a team |
| Connections | The PMS, accounting system, Airbnb and Stripe connections of every team, filtered by team, app and status. Upgrade Needed lists open connection problems. |
| Statements | Owner statements of all teams by month and status, and tax statements where they apply |
Your staff
Each staff member has one role, such as Team Admin or Standard Member, which applies on every client team they reach. See Team and roles.
- Partner Admin is an add-on for the people who run your firm’s account. They invite and remove staff, change roles and choose which clients each person reaches.
- ACH Payer lets staff send ACH payments for clients. Each client can block this, and it is blocked by default.
- Team Admins and Partner Admins reach all clients. Other staff reach all or only selected clients. Use Edit teams on their row.
Clients see your firm as one Partner row and cannot change your staff.
New staff get an email to create their login and then log in at portal.vrplatform.app.
Settings
Open the menu next to your name and select Settings for your profile, team name, contact email, two-factor authentication, billing and payment method, and API tokens. An API token can be limited to capabilities, IP addresses and parent origins.