Partner Portal Dashboard

Topic

This article explains the features of the NinjaOne SaaS Backup Partner Portal dashboard.

Environment

NinjaOne SaaS Backup Partner Portal

Description

The NinjaOne SaaS Backup Partner Portal is the cornerstone of our partnership-selling program, providing partners with access to information, resources, and support for NinjaOne SaaS Backup products.

When you log in to the NinjaOne SaaS Backup partner portal, you start at the dashboard, the central hub for monitoring and managing all operations. The dashboard provides at-a-glance visibility through key charts covering billing, protection coverage, seat usage, storage usage, organizations, and accounts.

In addition to these overviews, the dashboard includes tools to help partners efficiently create sub-partners. The dashboard also features notification banners that surface important alerts or updates. To help partners focus on relevant data, the dashboard includes filters that narrow the displayed information based on specific criteria.

For first-time users, a welcome window will appear upon initial login to help you get oriented with the portal. Click Get Started to dismiss the window and begin exploring the portal.

Create a New Partner

Partners are companies that resell NinjaOne SaaS Backup products to end users. There are three types of Partners based on their distribution model: Directi partners, master partners (also called distributors), and sub-partners. You can create and manage a NinjaOne SaaS Backup Partner directly from the dashboard.

To create a new Partner in NinjaOne SaaS Backup, follow these steps.

1. Log in to the NinjaOne SaaS Backup Partner Portal. You'll be on the dashboard,
2. Click + New partner.
3. Fill in the following fields:
   • Organization Name: Enter the official registered name of the partner's organization. The name should be a formal business name. This name identifies the partner throughout the portal.
   • First Name and Last Name: Enter the first and last name of the primary contact person for this partner account. This individual will be the designated point of contact for login credentials and account-related communications.
   • Contact: Enter the partner's contact details, including:
     • Email Address: NinjaOne SaaS Backup uses this email address for login credentials. Ensure this address is valid and actively monitored.
     • Phone Number: This number is the partner's primary contact number, including the country dialing code where applicable.
     • Address: Enter the partner's address details across the following fields:
     • Country: select from the dropdown list. If United States (US) is selected, the State field will automatically appear as a dropdown, so no manual input is required.
     • State / Province: For non-US countries, enter the state or province manually as free text.
     • City: Enter the city name.
     • Postal Code: Enter the applicable postal or ZIP code.
     • Billing Address: Enter the full billing address associated with this partner account.
     • Time Zone: Select the partner's local time zone from the dropdown list. This setting determines how NinjaOne SaaS Backup displays timestamps for this partner.
   • Password: Set a login password and confirm it for the partner's reseller account. Both entries must match exactly. To ensure account security, passwords must meet the following requirements:
     • A minimum of 10 characters is required.
     • You must include at least 1 uppercase letter.
     • At least 1 numeric character (0–9) is required.
     • At least 1 special character (for example,!, @, #, $).
   • Send Login Details: When activated, NinjaOne SaaS Backup will send an email to the partner containing their portal login URL and a password reset link upon account creation. This setting is active by default, and we recommend leaving it active to ensure the partner can access their account immediately.
   • Assign Plan: Select the backup plans to assign to this partner from the checklist. Assigned plans determine which services and features will be available to the partner and their end users. By default, NinjaOne SaaS Backup selects all available plans. Use the search box to locate a specific plan by name quickly.
4. Click Save to finish creating your new partner.

A success banner will appear on the dashboard when NinjaOne SaaS Backup has successfully created a new partner.

Billing

The Billing section shows the number of active billing items currently associated with the account. Click See Billing Details to view detailed invoices. To learn more about NinjaOne SaaS Backup billing, refer to Billing.

Protection Coverage

The Protection Coverage section displays the percentage of accounts that you are actively backing up out of your total accounts. A higher percentage indicates stronger protection. Monitoring this chart helps identify accounts that are unprotected and may require immediate attention. To learn more about protection coverage, refer to: Protection Coverage.

Seat Usage

Seat Usage indicates the number of paid backup seats currently in use out of your total allocated seats. Monitoring seat usage helps you ensure sufficient capacity for your organizations and allows you to plan for additional seats before you reach the limit. To learn more about seat usage, refer to Seat Usage.

Storage Usage

The Storage Usage section displays your current storage consumption. It provides visibility into how much storage you're using across all your organizations, helping you monitor usage trends and act before you reach your fair usage threshold. To learn more about storage usage, refer to Storage Usage.

Organizations

This section shows the total number of organizations currently managed. An organization represents a company or individual whose data you are backing up through your partnership. Tracking this number helps you monitor growth and ensure you have all organizations properly configured. To learn more about organizations, refer to Organizations.

Accounts

The Accounts section shows the total number of accounts across all your organizations. Accounts are a record of what you are backing up within the organization. Monitoring account count helps ensure complete coverage and accurate billing alignment. To learn more about accounts, refer to Accounts.

Dashboard Accessibility

The organization details displayed on each user’s dashboard will differ based on the organization scope defined in Group Management. By defining roles, you can ensure that only authorized users can access sensitive or organization-specific information. If no organizations are assigned, the user will see all organization data, the same as the partner owner’s view.

You can control dashboard access based on Group Management settings. You can add and manage a new group on the Group Management page to define the access scope for your organization. For more details on defining groups for an organization, refer to Group Management.