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Dashboard

Partner access

Manage third-party partner access requests, approve or deny impersonation, and audit session history

The partner access page lets you control when third-party partners (such as support agents, consultants, or resellers) can access your account. Review requests, grant time-limited access, and audit everything they do. Navigate to Admin > Partner Access in the sidebar.

Customer ID

Your Customer ID is displayed at the top of the page. Share this ID with partners who need to request access to your account. Partners use this ID to initiate an access request through the RentalTide partner portal.

Tabs

TabDescription
Pending RequestsPartner access requests awaiting your approval. Shows the count of pending requests in the tab label.
Active AccessPartners currently authorized to access your account. Shows the count of active partners in the tab label.
Impersonation HistoryAudit log of all past and current partner sessions.

Access levels

LevelBadgeDescription
PartnerPrimary badgeFull partner access with configurable permissions
ReferralSecondary badgeReferral-level access with limited scope

Each access request also specifies whether impersonation is allowed. Impersonation lets the partner act as your account for support and troubleshooting purposes.

Approving a request

  1. Navigate to the Pending Requests tab.
  2. Review the partner's name, email, company, access level, and whether impersonation is requested.
  3. Click Approve to grant access.
  4. Confirm the approval in the dialog that describes the scope of access being granted.

Approved partners receive time-limited, scoped access to the areas you authorized.

Denying a request

  1. Click Deny on the pending request.
  2. Optionally enter a reason for the denial in the text field.
  3. Click Deny to reject the request.

The partner is notified of the denial. The denial reason is recorded for your reference.

Revoking active access

From the Active Access tab, click Revoke on any partner. Confirm the revocation in the dialog. Access is terminated immediately.

Impersonation history

The Impersonation History tab shows every partner session with the following details:

ColumnDescription
PartnerName and email of the person who accessed your account
StartedDate and time the session began
DurationLength of the session in minutes (capped at the maximum allowed duration)
API CallsNumber of API calls made during the session
StatusActive (session in progress), Expired (exceeded max duration), or Ended (session formally closed)

Sessions have a maximum duration (default: 60 minutes). If a session is not formally ended, it is marked as expired once the maximum duration has elapsed.

Required permission

The partner access page requires the partner_access permission. Typically only Admin-role users have this permission.

Tip

Only approve access for partners you trust. Revoke access as soon as the partner's work is complete. Review the impersonation history periodically to ensure no unexpected activity. Partner access is always scoped -- partners can only see and do what you authorized. Share your Customer ID only with trusted partners.

Troubleshooting

No pending requests showing -- Partners must initiate the access request from their side using your Customer ID. Confirm they have the correct ID.

Partner cannot access after approval -- Access may have expired. Check the Active Access tab to verify the partner's session is still active.

Suspicious activity in audit log -- If you see unexpected API calls or page visits, revoke the partner's access immediately and contact RentalTide support.

Cannot approve or deny requests -- Ensure your user has the partner_access permission and Admin role.

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