"Portal do parceiro" (Partner portal) for referrals: referral link, commissions and invoice
The partner portal is the area for those in the referral program: there they accept the terms or sign the partnership agreement, copy the referral link, track the referred accounts and the month's commissions and send the invoice for each closing.
Who can use it
Role
What you see and do
Owner
The portal has no team roles: each partner has a single access, with the email and password set in the invitation, and sees only their own referrals and commissions.
Admin
Not applicable: the referred accounts belong to customers, with their own login in the customer panel, and they do not see the partner portal.
Agent
An agent of a customer account does not access the partner portal.
Screens
"Entrar no portal do parceiro" (Log in to the partner portal)
The partner sign-in screen is for the referral partner to enter the portal with the email and password set in the invitation.
Address in the dashboard: /parceiro
The "Entrar no portal do parceiro" (Log in to the partner portal) screen in a demo account, with names and values blurred.
"Portal do Parceiro" (Partner Portal)
The referral program presentation panel, next to the form, with the link to learn about the program.
"Bem-vindo de volta" (Welcome back)
The login form.
Fields and filters
"E-mail" (Email)required
The email from the partner registration.
"Senha" (Password)required
The password set through the invitation link.
Buttons and actions
"Entrar no portal" (Log in to the portal)
Signs in to the partner portal.
Wrong credentials: the message reminds you that, if no password is set, you must use the invitation link.
Someone who only resells and signs in here is taken to the reseller portal.
Screen states
Loading
The button shows "Entrando…" (Logging in…) while it checks the credentials.
"Definir senha do portal" (Set portal password)
The partner set-password screen is for creating the portal password through the invitation link and activating access.
Address in the dashboard: /parceiro/definir-senha/‹…›
How to get there: Through the link in the partner program invitation email.
Almost there!
Set the password to activate the portal. If the invitation is for resale, the screen changes to the resale program presentation and, after the password, takes you to the reseller portal.
Fields and filters
"Nova senha" (New password)required
Minimum of 8 characters.
"Confirmar senha" (Confirm password)required
The same password, to confirm.
Buttons and actions
"Definir senha e entrar" (Set password and log in)
Saves the password and opens the portal.
A short password, or one different from the confirmation, is rejected with the reason.
Invalid or expired invitation: the screen asks for a new invitation from the platform team.
Screen states
Loading
The button shows "Salvando…" (Saving…) while it saves the password.
"Portal do Parceiro" (Partner Portal)
The partner dashboard is for copying the referral link, seeing the sales and the month's commission preview, tracking referred accounts and sending the invoice for each closed month.
Address in the dashboard: /parceiro/painel
The "Portal do Parceiro" (Partner Portal) screen in a demo account, with names and values blurred.
How to get there: After signing in or setting the invitation password.
"Cabeçalho" (Header)
The portal name and your name.
Buttons and actions
"Sair" (Log out)
Ends the session and returns to the partner sign-in.
"Termo do Parceiro Comercial" (Commercial Partner Terms)
Appears before anything else when the terms have not yet been accepted and e-signature is not required; the acceptance is recorded with date, time and access identification.
Fields and filters
"Li e concordo com o Termo do Parceiro Comercial." (I have read and agree to the Commercial Partner Terms.)
Checkbox that unlocks the accept button.
Buttons and actions
"Aceitar e entrar no portal" (Accept and enter the portal)
Appears in place of the dashboard when e-signature is required and the referral agreement has not yet been completed by both parties.
Buttons and actions
"Assinar contrato de indicação" (Sign referral agreement)
Generates the agreement and opens the e-signature page in a new tab; it stays locked while agreement data is missing.
"Abrir contrato de indicação para assinar" (Open referral agreement to sign)
Reopens the signature page of the agreement already generated.
"Já assinei — atualizar" (I've already signed — refresh)
Reloads the status after signing.
"Salvar dados do contrato" (Save contract details)
Saves the data that identifies you in the agreement.
"Revisar" (Review)
Reopens the full data so you can check it before signing.
Data that goes in the agreement: the fields change depending on whether the document is for an individual or a company.
Rejected agreement or expired link: notice to generate a new one. After your signature, a notice that the platform's signature is still missing.
"Termo de Acelerador" (Accelerator Terms)
A notice that does not block the dashboard: it appears when an accelerated commission term agreed with you is awaiting signature.
Buttons and actions
"Abrir termo para assinar" (Open terms to sign)
Opens the term's signature page.
"Seu link de indicação" (Your referral link)
The tracked link: every account created through it counts as your referral, with the commission rule described on the card.
Buttons and actions
"Copiar link" (Copy link)
Copies the referral link to share.
Numbers for the month
The preview for the current month.
Fields and filters
"Vendas em ‹mês›" (Sales in ‹month›)
Sales recognized in the month.
"Assinaturas ativas" (Active subscriptions)
Referred accounts with an active subscription.
"Bônus do mês" (Monthly bonus)
Bonus for the sales recognized in the month.
"Recorrência do mês" (Monthly recurring)
Recurring commission on the subscription fees of the referred accounts.
"Indicações de parceiros" (Partner referrals)
What you earned from referring other partners.
"Prévia a receber" (Preview of amount to receive)
The month's forecast total, highlighted.
With a negotiated accelerator, a strip shows how many sales are missing to unlock it in the month, or that it has already been unlocked.
"Seus indicados" (Your referrals)
The accounts that came in through your link, with the total.
Account name, plan, entry date and the sale commission, when there is one.
"Situação" (Status): "Assinante ativo" (Active subscriber), "Pagamento pendente" (Payment pending), "Aguardando pagamento" (Awaiting payment), "Cancelou" (Canceled), "Reembolsado" (Refunded) or "Testando (sem plano)" (Trialing (no plan)).
"Indique um parceiro" (Refer a partner)
Referral of another person to the program: the platform interviews them, signs the agreement and releases access; the earnings apply only to whoever you refer directly.
Fields and filters
"Nome" (Name)required
Name of the person you are referring.
"E-mail" (Email)required
The person's email; it cannot belong to someone who is already a partner.
"Por que essa pessoa seria um bom parceiro?" (Why would this person be a good partner?)
Optional: sales experience and industry, to speed up the review.
Buttons and actions
"Indicar parceiro" (Refer a partner)
Registers the referral; it becomes active with a valid name and email.
List of those you referred, with the date and status: "em análise" (under review) by the platform, "Não aprovado" (Not approved), "convite enviado" (invitation sent), "Ativo no portal" (Active in the portal), "Desativado" (Deactivated) or how many active customers the person already has.
"Comissões e notas fiscais" (Commissions and invoices)
The closed months. Send the invoice for each one; after approval, payment goes out by Pix by the 10th.
Buttons and actions
"Enviar nota fiscal" (Submit invoice)
Chooses the invoice file (PDF, JPG or PNG) and sends it for review.
"Reenviar nota fiscal" (Resend invoice)
Appears when the invoice was rejected: sends another one.
Each month shows sales, active subscriptions, the commission breakdown and the total.
"Situação" (Status): "Envie sua nota fiscal" (Submit your invoice), "Nota em análise" (Invoice under review), "Aprovada — pagamento a caminho" (Approved — payment on the way), "Nota rejeitada — reenvie" (Invoice rejected — resend) (with the reason) or "Paga" (Paid).
The name of the uploaded file appears below the month.
"Sua revenda (para quem também revende)" (Your resale (for those who also resell))
Whoever takes part in both referrals and resale sees at the top of the dashboard the resale agreement and the steps until the resale area opens, without blocking the rest.
Screen states
Loading
A loading indicator fills the screen until the portal loads.
Nothing here yet
"Seus indicados" (Your referrals): "Ninguém entrou pelo seu link ainda" (No one has come in through your link yet). "Comissões" (Commissions): "Nenhum mês fechado ainda" (No closed month yet); the month's preview appears on the cards.
If something goes wrong
Could not load the panel, with the "Tentar de novo" (Try again) button.
Terms not accepted or agreement not signed
The referral terms or agreement appear in place of the dashboard until completed.
Someone who only resells opens this URL
They are taken to the reseller portal.
Missing or expired session
Returns to the partner sign-in.
Step by step
How to activate the partner portal through the invitation
Open the link in the invitation email.
Fill in "Nova senha" (New password) and "Confirmar senha" (Confirm password) and click "Definir senha e entrar" (Set password and log in).
Accept the terms at "Aceitar e entrar no portal" (Accept and enter the portal) or sign the agreement at "Assinar contrato de indicação" (Sign referral agreement), depending on what appears.
How to copy the referral link
Sign in to the partner portal.
On the "Seu link de indicação" (Your referral link) card, click "Copiar link" (Copy link) and share.
How to submit the commission invoice
In "Comissões e notas fiscais" (Commissions and invoices), find the month with the status "Envie sua nota fiscal" (Submit your invoice).
Click "Enviar nota fiscal" (Submit invoice) and choose the file in PDF, JPG, or PNG format.
Track the status: "Nota em análise" (Invoice under review), then "Aprovada — pagamento a caminho" (Approved — payment on the way) and "Paga" (Paid).
If "Nota rejeitada — reenvie" (Invoice rejected — resend) appears, read the reason and use "Reenviar nota fiscal" (Resend invoice).
How to refer another person to become a partner
In the "Indique um parceiro" (Refer a partner) card, fill in "Nome" (Name) and "E-mail" (Email).
If you wish, describe the person's experience in the notes field.
Click "Indicar parceiro" (Refer a partner) and track the status in the list below.
Frequently asked questions
What is the difference between the "Portal do Parceiro" (Partner Portal) and the "Portal do Revendedor" (Reseller Portal)?
A referral partner shares a link and earns a commission on the referred accounts. A reseller sells under their own brand and at their own price and receives their share within the customer's billing. They are different programs with different contracts.
When do I receive the commission?
When the month closes, you submit the invoice through the portal; after approval, payment is made by Pix by the 10th.
How do I know which accounts came from my link?
They appear in "Seus indicados" (Your referrals), with the plan, the sign-up date, and the subscription status.
My invoice was rejected. What do I do?
The reason appears below the month. Fix the invoice and use "Reenviar nota fiscal" (Resend invoice).
Does referring another partner already earn me anything?
Not by itself. Earnings come when the referred person's customers pay, and they apply only to people you referred directly.
Why does the dashboard show only the contract?
Until the terms are accepted or the referral contract is signed by both parties, the portal shows only that step. After signing, use "Já assinei — atualizar" (I've already signed — refresh).