If you’re a reseller partner managing multiple client accounts, the Partner Dashboard in Sage Expense Management gives you an overview of your portfolio in one place. You can track client activity, monitor pending actions, and follow up across accounts from a single screen.
Accessing the Partner dashboard
To access the dashboard, you must have the Partner role in each client account you want to manage.
You can access the dashboard in two ways:
From within Sage Expense Management
Log in to a client account where you have the Partner role.
Click your profile icon in the top-right corner.
Select Partner Dashboard. It opens in a new browser tab.
Through the Partner portal
Go to the Partner portal.
Sign in using your Sage Expense Management credentials.
Understanding the Partner dashboard
Your dashboard shows only the client accounts where you have the Partner role.
You can switch between Detail view and Table view using the toggle in the top-right corner. The dashboard opens in Detail view on your first visit and remembers your preference for subsequent logins.
Detail view
Detail view summarizes the client organizations you manage.
At the top, Total Active Users shows the active user count across the accounts in your dashboard. Use this to monitor license usage against your subscription and plan renewals, seat allocation, or new client onboarding.
Each client card displays:
Active users
Invited users
Incomplete card expenses
Reports pending approval
Pending reimbursable amount
Click a metric tile to open the corresponding module in that client’s Sage Expense Management account.
Table view
Table view presents the same metrics in a sortable table. It also includes Pending Invitations, which shows how many employees have not yet activated their accounts.
Click the Pending Invitations count to open the client’s Employees module, where you can view inactive users and resend invitations in bulk. Check this regularly to help employees complete onboarding.
Frequently asked questions
How do I enable the Partner role?
The Partner role must be enabled by Support through a service request (SR). You cannot assign it directly in the UI.
To request access:
Ask the client account’s Owner to add you under Organization view → Employees → Add Employees. If you already exist in the account, you do not need to be added again.
If you’re a new user, activate your account using the verification email sent to your registered email address.
Contact [email protected] to raise a service request. Include your registered email address and the client accounts where you need Partner role access.
Once Support confirms that the role is enabled, sign in to the Partner Dashboard.
The Partner role provides Admin-level access within the client account, including managing settings, policies, and employees, and viewing all employees’ expense reports. For more information, see Partner role.
Can representatives from the same partner firm see different client accounts?
Yes. Each representative’s client list depends on their own Partner role access.
For example, if Partner X manages Client A and Client B, and Partner Y manages Client C, request Partner role access for each representative only in their respective client accounts. Partner X will not see Partner Y’s clients unless they also have the Partner role in those accounts.
Each representative should use their own sign-in email address, with the same address used across the client accounts they manage. If both representatives manage a client, both can have Partner role access to it.
How do I add another client to my dashboard?
Ask the new client account’s Owner to add you using your existing sign-in email address. Then contact Support to request Partner role access for that account, following the steps above.
Being added as a user alone does not make the client appear in your dashboard.
Why is a client account missing from my dashboard?
Check that you’re signing in with the email address registered in that client account and that Support has enabled the Partner role for you there.
If the account is still missing, contact [email protected] with your registered email address and the client account details.