# Administer your partner firm
URL: https://docs.autociso.io/product/partner/firm-admin/
Description: Set your firm's name, logo and brand colour, choose who receives each client's reports, manage your team, check your plan and invoices, and track referral income.

These screens run the firm itself rather than the client work. Open them from the menu at the top of the portal sidebar (your firm's name and logo); the **Referral Program** and **Invite Center** items sit there too.

## Before you start

- **Partner Settings**, **User Management** and **Billing & Subscription** are for Partner Owners only. A Partner Manager who opens them is sent to **Referral Program**.
- The **Referral Program** page can be opened by both roles, but the menu link is shown to Partner Owners, and only Partner Owners can regenerate the code.
- For what each role can do everywhere else, see [Overview](https://docs.autociso.io/product/partner/overview/#who-can-do-what).

## Partner Settings

**Partner Settings** ([reference](https://docs.autociso.io/console/partner/partner-settings/)) has two tabs.

### Firm & Branding

This is the identity your clients see in the portal and in [Board Pack](https://docs.autociso.io/product/partner/deliverables/#board-pack) reports.

1. Open **Partner Settings → Firm & Branding**.
2. Set the **Firm name** (shown in the navigation and client reports).
3. Set the **Brand color** (a hex colour used for accents in client-facing reports).
4. Click **Upload Logo** to add the **Firm logo** (PNG, SVG or JPEG, up to 2 MB). **Remove Logo** deletes it.
5. Click **Save changes**. The page confirms **Saved**.

**Welcome tour** has a **Replay welcome tour** button that reopens the setup wizard shown when you first joined.

### Client Delivery

Chooses who receives each client's board report.

1. Open **Partner Settings → Client Delivery**. Every connected client has its own row ("No client organizations enrolled yet." if none).
2. In **Report recipients**, enter the email addresses that should receive the board pack for that client.
3. Optionally set **Reply-to email**. If left blank it defaults to your account email.
4. Click **Save** on that client's row.

Without saved recipients, **Send to Client** on the Board Pack is disabled.

## User Management

**User Management** ([reference](https://docs.autociso.io/console/partner/partner-users/)) lists your firm's team: each member's role, a **you** marker next to your own entry and a **Pending** tag for people who have not joined yet.

1. Open **User Management** and click **Invite user**.
2. Enter the colleague's **Email address** (for example colleague@firm.com).
3. Choose the **Role**: **Partner Owner** or **Partner Manager**.
4. Click **Send invite**.

To remove someone, use **Remove user** on their row and confirm "Are you sure you want to remove this member?". A new firm shows "No team members yet".

**Warning — Check the invite worked**

After sending, confirm the colleague appears in the list. If you see "Failed to send invite.", contact support.

A person can belong to one partner firm at a time. Roles are explained on [Roles and permissions](https://docs.autociso.io/getting-started/roles-and-permissions/).

## Billing and Subscription

**Billing & Subscription** ([reference](https://docs.autociso.io/console/partner/partner-billing/)) shows your own AutoCISO subscription as a partner:

- **Current plan** with its status (**Active**, **Trial**, **Past due**, **Canceled** or **Inactive**) and the renewal date.
- **Managed organizations**: how many clients are managed, against the organisations included in your plan.
- **Managed Discount**: your **Discount Tier** and how many **Eligible managed orgs** count towards it, or "No discount yet".
- **Invoice history** with a **View invoice** link per invoice ("No invoices yet." before the first one).

Click **Manage plan** to change your plan. The managed discount applies to the clients you manage; it does not apply to your firm's own subscription. For which plan includes the Partner Portal, see [Plans and features](https://docs.autociso.io/getting-started/plans-and-features/).

## Referral Program

**Referral Program** ([reference](https://docs.autociso.io/console/partner/referrals/)) is for customers you bring to AutoCISO who then pay AutoCISO directly. It is also where a Partner Owner with no clients yet lands.

1. Open **Referral Program** from the menu at the top of the portal sidebar.
2. Copy **Your Referral Link** (a QR code is shown too) and share it with prospects.
3. When they sign up through it and subscribe, they show up under **Attribution History** with columns **Organization**, **Status** (**Pending**, **Active** or **Churned**), **Signed Up**, **Last Payment** and **Your Earnings**.

Totals at the top: **Total Earnings**, **Active Clients** and **Pending Clients**. The page states the payout rate that applies to you.

**Regenerate code** (Partner Owners) creates a new link. Old links stop attributing new sign-ups to you and this cannot be undone, so you are asked to confirm with **Yes, regenerate**.

Each client organisation is on either the referral track or the managed track, never both.