If you’re a reseller partner managing multiple client accounts, the Partner Dashboard in Sage Expense Management gives you a complete overview of your portfolio in one place. You can track client activity, monitor pending actions, and take quick follow-ups, all from a single screen.
How to access the Partner Dashboard?
Before you access the Partner Dashboard, ensure you are added as a user with the Partner role in each client’s Sage Expense Management account.
Once added, you can access the Partner Dashboard in two ways.
Option 1: From within Sage Expense Management
Log in to any of your client accounts with your Partner role.
Click your profile icon in the top-right corner.
Select Partner Dashboard.
The dashboard will open in a new browser tab.
Option 2: Via the Partner Portal
Sign in using your Sage Expense Management credentials.
Understanding the Partner Dashboard
The Partner Dashboard has two display modes - Detail view and Table view. You can switch between them anytime using the toggle in the top-right corner.
Detail view
The Detail view summarizes all client organizations you manage.
At the top of the page, you’ll see the Total Active Users across your entire portfolio. This helps you:
Monitor license usage against your subscription.
Plan upcoming renewals or new client onboardings.
Below that, each client card displays:
Active users
Invited users
Incomplete card expenses
Reports pending approval
Pending reimbursable amount
Each metric tile is clickable - selecting one opens the respective client’s Sage Expense Management account and displays the related module.
Table view
The Table view presents the same metrics in a clean, sortable table. It also includes one extra column: Pending Invitations, which shows how many employees have not yet activated their Sage Expense Management account.
Clicking the Pending Invitations count opens the client’s Employee module, where you can view all inactive users and resend invites in bulk.
Default view behavior
When you open the Partner Dashboard for the first time, it loads in Detail view by default. Once you switch to Table view, Sage Expense Management remembers your preference for the next login.
Only clients where you have been added with the Partner role will appear in your dashboard list.
Tips & best practices
Use the Total Active Users count to plan your subscription and seat allocation.
Regularly check Pending Invitations to ensure smooth employee onboarding.
Bookmark the Partner Dashboard link for quick access: https://partners.fyleapps.com.