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7 LESSONS   |   32M

Manage your agency & clients with
the Partner Dashboard

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In this course

Navigate your way around the Partner Dashboard and learn all the tools to effectively run your agency and freelance business, exactly the way you want. Set up everything you need to manage your team, workflows and clients from one centralized place. Plus, you’ll learn industry tips and best practices for greater success, so you can build powerful websites while powering your business.

Learn how to

  • Set up your team to collaborate smoothly with custom Roles and Permissions

  • Structure and manage your contacts to suit your needs

  • Manage Client Billing, including sending invoices

  • Send proposals and set up triggered automations and tasks

  • Promote your agency and build awareness through branded email campaigns

Still from the Partners Course: Laura Ramsay, Head of Content for Wix Partners against a brown brick background.

Laura works with agencies and freelancers to build powerful web experiences for their clients. She’s managed marketing strategies for multiple companies, and is passionate about helping businesses work smarter, not harder, to reach their goals.

Head of Content for Wix Partners

Your instructor

Laura Ramsay

Who it’s for

  • Wix Partners who are looking to get to know and better understand the Partner Dashboard tools and capabilities

  • Agencies, studios and freelancers who want to streamline their business and manage clients, teams, projects and workflows

  • Designers and creators who are starting their website business and are looking to manage everything in one place

  • Leaders in the website building industry who are looking for a more efficient way of working

Resources to help you grow

Get helpful articles, practical templates and more to put your skills to work.

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Collaborate with your team and clients

The Wix Partner program was created to be the ultimate ecosystem for agencies, freelancers and web professionals.

And this course is all about showing you everything that you can do as a Wix Partner.

From managing your team, clients and workflows, sending proposals and invoices with client billing and email marketing.

We're going to talk about how to leverage your partner tools so that you can do it all.

I'm Laura, a team leader in Wix Partners, and I'll be with you throughout the course.

To start, we're going to talk about a big topic, collaboration.

And I'll cover two types, site-level and team-level and give you examples of when and how to use each.

So let's get started.

First off, site-level collaboration.

This type of collaboration is site-specific and is best for working with clients or other stakeholders, such as freelancers, you give access just to one site rather than giving team members blanket permissions, which we'll get to.

Here's what I mean.

Let's say that I've created an online store for a client and they need to access the site to manage their day-to-day tasks and contacts, but I don't want them to be able to edit the site.

This is what I'll do.

From the site in your Partner dashboard, just select site actions at the top invite people, or you can go in on the left side tab and click on settings, roles and permissions.

Here you'll see all the collaborators on the site, their role, and when they joined.

And I'll just select invite people, and then a dialogue box pops up just to ask me if it's just to this site only because I already have a team account.


And here you can see all the predefined roles that already exist and you can select the role permissions to see what they are.

And you can create a role based on this role by just selecting, duplicate and edit, or we can create a completely new role, which is what I want to do.

So select create new role and we'll give our role a title and a short description.


So our options here will depend on the business tools that you have in your site, like marketing tools, analytics, or development access with Velo.

Okay, so we want to give our client access to manage the store and also to her customers.

You'll notice here that some permissions are dependent on others.

For example, since I allow my client be able to manage inbox and chat, they can automatically manage contacts too.

Makes sense.

So now just click save and enter the client's email.

Okay, and when I hit send, my client will get an email.

So my client will get an email and it looks just like this, select accept invite, that will take them to the site's dashboard and they can see all the tools that I've given them access to.

So you can see they've got access to manage the products, and also their contacts, but they can't access the editor.

So they won't be able to affect the site's design.

Okay. Now let's switch back over to the dashboard as a site owner and go back to the roles and permissions to check on our clients.

Okay, here she is.

If you just select the three dots on the side, you can change the role or remove it at any time, you can also manage existing roles and invite more people when you need to.

Another thing here, let's say my client has an existing online store and they come to me to improve it, I'll need admin access to their site.

And the easiest way to get access is to do from your dashboard, set the permission you want and then request it from the clients.

Here's how I do that.

So I'll just select the client, click on more actions and request site access, and a popup will appear, and just asking me to describe the site and the role, and then you can just send the request.

Then my client will get an email and they just need to click approve request.

If they have multiple sites, they can go to the site selector page and select the relevant site.

From there, they can see my email and the role that I requested and send me an invitation.

And once I accept, I'm good to start working.

Now onto team-level permissions.

Let's talk about the team management tool.

This tool is great when you're collaborating with a lot of people in big teams and across multiple sites and projects.

Unlike collaborators, team members have access to all of your account sites by default, but you can select which specific sites or folders you want to give each member access to.

And as a team leader, you can quickly assign everyone's roles and permissions in just a few clicks.

When you set up your team, make sure to add your team name and logo, then anyone that you invite will see it.

And also your logo will appear on all your client invoices and emails that you send from this account.

So let's say for example, I hire a designer and I want them to work on a lot of sites in my account.

Also, I want to give them access to specific sites as well.

So I'm just gonna give him the website designer role.

And I can just view his role permissions.

They've got access to edit the sites, manage settings and use apps, but they won't be able to access any inboxes or contacts or any other sensitive information.

Just add the designer's email and just scroll down to the bottom.

And here you can choose which sites they can access.

So you can give them access to all sites and folders or specific sites or folders.

And we want to give them access to the client site we want them to work on.

So just select that site and send the invite.

Now, if we want to change this role at any time, I can just select the three dots, change the role or also remove them from the team.

By default, each team member has the same role in every site in your account, but you can also choose which sites you want them to have access to and what role they have on specific sites.

But a really important note here.

Any team member you invite must also use an email address other than their Wix or editorX accounts.

So we've just run through two types of collaboration, site-level and team-level, and talked about how and when to use them.

And now that we've covered managing your roles and permissions in the next lesson, we're going to talk about managing your clients.

I'll see you there.


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