Partner Portal Overview
The Partner Portal is a dedicated management dashboard for SabiBooks partners. As a partner, you have onboarded merchants (small and medium businesses) onto the SabiBooks platform under your organization. The portal gives you tools to monitor those merchants, track their business performance, customize the white-label experience, and integrate SabiBooks data into your own systems.
Who Is This For?
Section titled “Who Is This For?”Offer SabiBooks as a value-added service to SME banking customers. Track merchant financial activity to support lending decisions.
Integrate POS terminal data with merchant bookkeeping. Monitor transaction volumes across your merchant network.
Access aggregated business data for policy analysis, tax reporting, and small business support programs.
Track retail outlet performance, manage supply chain relationships, and monitor product sell-through.
Feature Summary
Section titled “Feature Summary”How the Partner Portal Relates to Other Products
Section titled “How the Partner Portal Relates to Other Products”- Web PWA — The merchant-facing application where shop owners manage their businesses. Partners can customize its appearance through branding configuration.
- Partner Integration API — The programmatic interface for accessing merchant data. API keys generated in the portal authenticate requests to this API.
- Admin Portal — The SabiBooks platform administration dashboard. Partners do not have access to this; it is used by SabiBooks platform administrators.
Accessing the Portal
Section titled “Accessing the Portal”| Environment | URL |
|---|---|
| Production | https://app.sabibooks.com/partner/ |
| Local (standalone) | http://localhost:3001 |
| Local (full stack) | http://localhost:8880/partner/ |
Logging In
Section titled “Logging In”The Partner Portal uses email and password authentication (not the phone + OTP method used for merchant login).
- Navigate to the Partner Portal login page.
- Enter your email address in the Email field.
- Enter your password in the Password field (minimum 8 characters).
- Click Sign In.
Forgot Password
Section titled “Forgot Password”- Click Forgot password? on the login page.
- Enter the email address associated with your account.
- Check your email for a password reset link.
- Follow the link to set a new password and confirmation.
Session Management
Section titled “Session Management”After logging in, your session persists across browser tabs and page reloads. The portal validates your session periodically (every 5 minutes). If your session expires or tokens are invalidated:
- You are redirected to the login page automatically.
- The page you were trying to access is remembered, so after re-authenticating you return to where you left off.
To log out intentionally, use the logout option in the header user menu.
Navigation
Section titled “Navigation”The Partner Portal uses a sidebar navigation layout with two sections.
Main Navigation:
| Item | Path | Description |
|---|---|---|
| Dashboard | / | Home page with metrics overview, trends, and alerts |
| Merchants | /merchants | Merchant list with search, filters, and detail views |
| Analytics | /analytics | Advanced analytics and reporting (coming soon) |
| Billing | /billing | Billing overview and invoice history |
Settings Navigation:
| Item | Path | Description |
|---|---|---|
| Branding | /settings/branding | White-label appearance customization |
| API Keys | /api-keys | API key generation and management |
| Webhooks | /webhooks | Webhook endpoint configuration |
| General | /settings | General account and organization settings (coming soon) |
On desktop, the sidebar is permanently visible on the left side. On mobile, it is hidden by default and opens by tapping the menu icon in the header. Tapping a navigation item on mobile automatically closes the sidebar.
The sidebar also displays your partner branding (logo and app name) at the top, which updates dynamically when you modify branding settings.
Roles and Permissions
Section titled “Roles and Permissions”The Partner Portal supports three user roles with different levels of access:
| Role | Access Level | Typical User |
|---|---|---|
| PARTNER_ADMIN | Full access to all portal features including branding, API keys, webhooks, and user management | Partner organization administrators, technical leads |
| PARTNER_USER | Access to dashboard, merchant management, and analytics. Limited access to settings. | Account managers, merchant support staff |
| PARTNER_VIEWER | Read-only access to dashboard, merchant list, and analytics. Cannot modify settings or create keys. | Executives, auditors, reporting analysts |
Role Assignment
Section titled “Role Assignment”Roles are assigned when a user account is created for the partner organization. To change a user’s role, contact your PARTNER_ADMIN or the SabiBooks support team.
Practical Guidelines
Section titled “Practical Guidelines”- Start with PARTNER_VIEWER for users who only need to monitor metrics and performance.
- Use PARTNER_USER for team members who need to work with merchant data but do not manage technical integrations.
- Reserve PARTNER_ADMIN for a small number of trusted administrators who manage API keys, webhooks, and branding.
Login Troubleshooting
Section titled “Login Troubleshooting”| Problem | Possible Cause | Solution |
|---|---|---|
| ”Authentication failed” error | Incorrect email or password | Verify your credentials. Use “Forgot password?” to reset if needed. |
| Login page redirects back after entering credentials | Session or token issue | Clear your browser’s local storage for the portal domain and try again. |
| ”Need access?” message | No account provisioned | Contact your SabiBooks account manager at [email protected]. |
| Session expired unexpectedly | Tokens invalidated (e.g., password change on another device) | Log in again. |
| Feature not available | Restricted by your user role | Contact a PARTNER_ADMIN if you need elevated access. |