PARTNER ADMIN GUIDE

Manage your partnership

Your partnership is the parent organisation from which you manage customer tenants, administrators, shared branding, reusable templates and partnership-wide settings.

Partnership administrator8 min read

Scope: your partnership and its member tenants

What a partnership isA partnership represents your organisation in Greentic. It does not provide access to the entire Greentic platform. Partnership administrators manage only their own partnership and the tenants connected to it.

What you can manage

The partnership workspace is organised into six tabs.

The partnership workspace brings identity, tenants, administrators, branding, templates, settings and aggregate usage together.
Overview
Review partnership identity, activity, usage and billing roll-up.
Member tenants
View customer tenants, create new tenants and manage partnership membership.
Admins
Manage the people who can administer the partnership.
Branding
Set the default identity inherited by member tenants.
Templates
Offer reusable solutions to every tenant in the partnership.
Settings
Control partnership-wide branding governance and copy branding from a member tenant.

Partnership guides

Each guide covers one area of the partnership workspace.

Review partnership identity and usage

The Overview tab summarises who the partnership is and how much its member tenants are using.

Partnership Overview: identity, activity, usage detail and billing roll-up.
Partnership name
The name of your organisation in Greentic.
Slug
The stable identifier used for the partnership.
Active status
Whether the partnership is currently active.
Creation date
When the partnership was created.
Member tenants
The number of tenants connected to the partnership.
Administrators
The number of partnership administrators.
Agent runs
Completed digital-worker or agent activity metered across member tenants.
Metered quantity
The usage quantity recorded across the partnership.
Tenants
The current number of member tenants.
Peak day runs
The highest recorded run volume during the selected reporting period.
Agent runs chart
Shows aggregate partnership activity over time.
Runs by team
Shows activity grouped by team where available.
Usage detail
Provides daily and per-team usage information.
Billing roll-up
Shows credits charged across current member tenants.
Aggregated viewUsage and billing shown here are aggregated across the partnership’s current member tenants. Tenant-level details remain available inside each tenant’s own Billing section.
Attribution follows membershipHistorical usage is attributed according to current partnership membership. Moving a tenant between partnerships may also move how prior usage is presented.

Manage member tenants

The Member tenants tab lists the customer and internal tenants connected to the partnership.

Member tenants connected to the partnership.
Tenant name
The customer-facing name of the tenant.
Tenant slug
The stable identifier used in tenant URLs.
Status
The current state of the tenant.
Actions
The operations available for that tenant row.
View a tenant
Select or open the tenant to manage its configuration, access, AI tools, guardrails and billing.
Create a tenant
Use Add tenant to create a new tenant directly inside the partnership.
Remove a tenant
Disconnect an existing tenant from the partnership where the action is available.
Remove is a membership actionTreat Remove as a partnership-membership action. Do not assume it deletes the tenant unless the product confirmation explicitly states that.

Create a new member tenant

Add a customer environment directly from the partnership.

The New tenant dialog opened from Member tenants.
  1. 1Open the partnership.
  2. 2Select Member tenants.
  3. 3Select Add tenant.
  4. 4Enter the tenant name.
  5. 5Review or edit the generated slug.
  6. 6Choose the tenant’s primary colour.
  7. 7Upload an optional logo.
  8. 8Select the initial plan.
  9. 9Select Create tenant.
  10. 10Copy and securely store the generated starter API key when it appears.
Name
The customer-facing tenant name.
Slug
The stable identifier used in tenant URLs and internal references.
Primary colour
The initial tenant brand colour.
Logo
The initial customer or product identity.
Plan
The commercial or trial plan assigned at creation.
Protect the starter API keyA starter API key is generated during tenant creation and displayed once. Store it securely. Never place it in documentation, source control or public screenshots.
Continue to Create and manage tenants

Share reusable solutions with member tenants

The Templates tab offers reusable starting points across the partnership.

Default templates, catalog templates and custom template upload.
Default templates
Templates offered or automatically provisioned to every tenant in the partnership.
Add from catalog
Select a published store template and make it available as a partnership default.
Upload custom template
Upload a signed .gtxtpl bundle directly to the partnership.
Delivery
Controls how the template is offered or delivered to member tenants. Choose from the options available in the live dropdown.
Template file
Accepts a signed .gtxtpl template bundle.
  1. 1Open the partnership.
  2. 2Select Templates.
  3. 3Add a published template from the catalog, or upload a signed custom template.
  4. 4For a custom template, select the delivery behaviour.
  5. 5Upload the .gtxtpl file.
  6. 6Select Upload.
  7. 7Confirm that the template appears under Default templates.
Reusable starting pointsPartnership templates provide reusable starting points across member tenants. They do not automatically replace tenant-specific solutions unless the chosen delivery option explicitly does so.

Learn how reusable solutions are created in the Designer Guides.

Control partnership-wide branding behaviour

Settings governs whether member tenants may change their own branding.

Lock branding for member tenants and copy branding from an existing tenant.
Lock branding for member tenants
Prevents member tenants from overriding fields on their own Branding tab. This does not change the partnership’s own branding.
Copy from a member tenant
Seeds the partnership branding from the appearance currently rendered by a selected member tenant, replacing every field configured on the partnership Branding tab.

When to lock branding

  • The partner must enforce one consistent white-labelled identity.
  • Customer tenants should inherit the partnership brand.
  • Local tenant branding changes need to be prevented.
Locking restricts tenant autonomyEnabling this setting restricts member-tenant branding autonomy. Confirm the intended commercial and customer experience before switching it on.
  1. 1Open Partnership Settings.
  2. 2Select a member tenant.
  3. 3Select Copy.
  4. 4Review the resulting values on the Partnership Branding tab.
  5. 5Save or adjust the branding as required.
Copying replaces existing brandingCopying from a member tenant replaces the branding fields currently configured for the partnership. Review the selected tenant carefully before confirming the action.

Understand branding inheritance.

Set the default identity for member tenants

Partnership branding becomes the default identity for member tenants that do not define their own overrides.

Partnership branding settings inherited by member tenants.
Open the Branding guide

Recommended partnership setup order

  1. 1Review the partnership Overview.
  2. 2Confirm the partnership status, slug and administrators.
  3. 3Configure partnership branding.
  4. 4Decide whether member tenants may override branding.
  5. 5Create or connect the first customer tenant.
  6. 6Add partnership administrators.
  7. 7Add reusable default templates.
  8. 8Review aggregate activity and billing regularly.

Quick reference

Common partnership tasks and where to perform them
TaskLocation
Review partnership usageOverview
Create a customer tenantMember tenants → Add tenant
Manage partnership administratorsAdmins
Set default brandingBranding
Share reusable solutionsTemplates
Lock tenant brandingSettings
Copy branding from a tenantSettings
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