Partner overview

Clients this month

Users onboarded against the seats you sold, and what each client adds to this month's invoice at your tier.

ClientStatusUsers onboardedSeats soldThis month

Getting started

Three steps before your first client.

    This month so far

    Live usage at your tier's wholesale prices. The statement freezes when you issue it after month end.

    Clients

    Each client is its own organisation with its own console, people and policies. You are a co-administrator of every one, so you can open it from the Business Console. Organisations that sign up themselves on your domain appear here on a trial and are not billed until you approve them.

    Your tier and how you are invoiced
    Add a client organisationManaged by you, or the client signs in

    Each product has its own allowance. You choose the numbers and are invoiced for them at month end: Browser Security per user, Email Security per Plus and per Executive user, Scam Check per campaign recipient.

    users
    Plus users Executive users
    recipients bought (empty = no limit)

    Usage & statements

    One line per client and product, priced at your tier: seats per month, and Scam Check per recipient of each campaign that went live in the month. SafeToOpen invoices you from the issued statement; how you bill your clients is yours to decide.

    PeriodReferenceTotalStatusIssued

    Branding & domain

    What your clients see on your domain: sign-in, consoles, Scam Check pages and every email. Sign-in with Microsoft or Google happens on SafeToOpen's sign-in hostname and returns to your domain.

    Brand

    Sign-in page

    Your clients sign in on a single card with your logo. Add a background image behind it, and pick the colour of the text that sits on the background (the help and legal links under the card) so it stays readable.

    Custom domain

    Point a hostname you control at with a CNAME record. The certificate is issued automatically once the record is live, usually within a few minutes; the status below turns live when both are in place.

    not set
    Record to add at your DNS provider:
    • Use a subdomain such as portal, not the bare domain.
    • On Cloudflare DNS, set the record to DNS only (grey cloud).
    • If your domain has a CAA record, allow pki.goog and letsencrypt.org.
    • No other record is needed; the certificate is issued and renewed automatically.

    Contacts and legal pages

    Team

    People who can open this partner console. Adding or removing them is done by SafeToOpen on request; every partner administrator is also a co-administrator of each client organisation.

    NameEmailRoleAdded

    Tier & pricing

    Your tier and the wholesale price list it applies. Seats are charged per month for every approved client; Scam Check is charged per recipient when a client's campaign goes live, and the price band follows the size of that campaign. Tiers are reviewed by SafeToOpen against the criteria in your partner agreement.

    TierSeats fromDiscount off listBrowser Security seat / monthEmail Security Plus seat / monthEmail Security Executive seat / monthScam Check per recipient
    under 400 · 400 to 999 · 1,000 and over
    Minimum / monthCustom domainSeverity 1 responseOther issuesNamed admins