Find your way around
Understand the owner workspace, teammate access and partner portal.
On this page
What you need
An owner, teammate or partner sign-in. Public documentation can be read without any account.
Steps
- Owners use the app. Analyze contains Overview, Customers, Events and Analytics; Automate contains Flows; Grow contains Affiliates. Manage apps and Developers provide connection controls.
- Use the app selector to choose an app or all apps where the report supports that scope. A date filter and an app filter answer different questions.
- In Affiliates, use Programs, Partners, Referrals, Commissions, Payouts, Partner quality and Developers for the corresponding records.
- Partners use the partner portal for their own programs, referrals, earnings, payments and resources. Team members see the affiliate workspace allowed by their per-app grants.
Expected result
Navigation and records match the signed-in role and selected app. Opening public docs keeps you in docs even if you have an active owner session.
Troubleshooting
A missing app may be outside the teammate’s grant. A partner sign-in does not grant owner analytics access. Ask the workspace owner to check Team access.