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Manage Business App

Business App is your customers' dashboard. They use it to view reports, use product features, and manage account settings. Manage Business App is where you configure how customers access that experience, what they see when they sign up, and what content you share with them (files, projects). You'll find it under Partner Center → Accounts → Manage Business App, including Customize Business App for branding and signup options.

Why it matters​

  • Self-serve access – Customers can log in and use their data without waiting on you.
  • Less support – Direct access to reports and tools reduces routine support requests.
  • Consistent experience – Configure features, branding, and onboarding so every customer gets a clear path.

What's included​

  • Business App Access – Find each account's Business App URL, enable access, send welcome emails, and use View as Customer for support. Covers multi-user access, permissions, customization, and troubleshooting.
  • Self-Signup – Let customers create their own Business App accounts via a signup link or Create Account on the login page. Includes getting the link, enabling the option in Customize Business App, and automations for new self-signup customers.
  • Featured Packages – Choose packages to show when a client has no active products, so they see a simple upgrade path in Business App instead of browsing the full Store. Configure per market under Customize Business App → Add Your Clients.
  • Files – Upload PDFs, images, and other assets in Partner Center and make them visible in Business App so clients can open Administration → Files and download the latest collateral and onboarding materials.
  • Projects – Share Task Manager projects to Business App so clients see milestones, tasks, and progress under Administration → Projects and can comment on tasks.

Get started​

  1. Set up customer access

    • In the account, find the Business App URL and confirm login is enabled. Use Business App Access to enable access, send credentials, and customize what customers see.

  2. Optional: enable self-signup and onboarding

    • In Manage Business App → Customize Business App → Add Your Clients, copy the Sign-Up Link and optionally enable Show Create Account on the login page. Configure Featured Packages so new signups see a clear upgrade path. Use Self-Signup for automations (e.g. welcome email, assign salesperson).

  3. Share content with clients

    • Use Files to publish collateral to Business App → Files and Projects to share Task Manager projects so clients can follow progress in Business App.