The Partner Portal is your primary workspace for managing client accounts associated with your partner activity. You can add new stores, request access to existing ones, and track all accounts that contribute to your partner earnings.

In this guide, we’ll walk through how to create and manage client accounts and how Omnisend helps you connect with new clients.

In your Partner Portal account, you can add as many client accounts as needed. There are two ways to add a client account:

To create a new Omnisend account for your client’s business, follow these steps:

Step 1. Go to the Accounts tab → Click the Add account button → Select Set up a new client's account and fill out your client's account details.

Step 2. After entering the store information, you’ll be prompted to add your client’s email address so they can receive the ownership transfer link automatically.

This step is optional if you prefer to complete the account setup before transferring ownership.

However, remember that the account will not count toward your partner's earnings until ownership is transferred to the client.

If you choose to transfer ownership later, you can do so at any time. Go to Accounts → click the three dots next to the store → select Transfer ownership.

Step 3. Once you initiate the ownership transfer, your client will receive an email with a link to accept the transfer.

After you send the transfer invitation, the account status will change to Transfer Pending, indicating that the client still needs to accept the transfer.

Once your client clicks the link, completes the sign-up process, and accepts ownership, the account status will update to Collaborator, and your access to their Omnisend account will change accordingly. Learn more about the Collaborator status below.

If your client has already created an account, you must request access to it. To do this, follow these steps:

Step 1. Ask your client for their Account ID, which can be found in Stores → Account ID.

Step 2. Go to the Accounts tab → Click the Add account button → Select Request access to an existing account option, and paste your client's Account ID.

You can also edit the message you want to send to your client to request access to their account.

Step 3. Your client will receive an email with a link to approve your access. They must open the email and click the link for you to gain access to their store.

After your client accepts the request, the account status will change to Collaborator, and you’ll be able to open and manage their Omnisend account.

In the Accounts tab, you can access any client account with one click. Each account shows all the brands the client has under it. Simply click the brand name you want to open, and you will be redirected to the Omnisend account.

Each client account in your Partner Portal has a status that indicates your level of access and the current stage of the account.

This status appears when you created the client’s account in the Partner Portal but have not yet transferred ownership to your client. You still have Owner access, and your client does not have access to the account.

You can transfer ownership anytime by going to Accounts → Click the three dots next to the account → Select Transfer ownership.

This status appears after you initiate the ownership transfer. Your client has received the transfer email but has not yet accepted it, and you can still access the store as Owner.

Once your client clicks the link, completes the sign-up process, and accepts the transfer, you will receive Collaborator access, and the account will be ready to manage.

This status appears when you request access to an existing Omnisend account created by your client. The invitation email has been sent, but your client has not yet approved your access.

After your client accepts the request, the account status will change to Collaborator, and you’ll be able to access all brands under the account.

This status appears when:

As a Collaborator, you have Admin access to the account and can work across all brands under the client’s Omnisend account.

If you no longer need access to a store, you can withdraw your collaborator access at any time under Accounts. Click the three dots next to the account → Select Withdraw access.

As an Omnisend partner, you have access to exclusive lead generation opportunities that connect you with new clients who need your expertise.

If an Omnisend user needs help with their account, they can submit a request through the Hire a Partner option available in the app.

All incoming requests are reviewed by our Partnerships Team and then shared with eligible partners in a dedicated Slack channel. From there, you can view the request details and, if interested, request access to the merchant’s store and assist with the tasks they need help with.

In addition to Slack, once you reach five paid accounts in your partner portal, you also get listed in the Omnisend Partner Directory. This provides you with additional visibility, enabling merchants to discover your services directly and contact you through your directory profile.

What happens if my client doesn’t accept the ownership transfer?

The account will remain under your ownership with the Transfer Pending status, and it will not count toward your partner earnings until the client accepts.

What if I entered the wrong email address during the ownership transfer process?

You can always cancel the invitation and resend it to the correct email address.

Why can’t I see a client account anymore?

You may have withdrawn access, or the client revoked your access. In both cases, the account is removed from your Partner Portal, but you can request access again if needed.

Does requesting access to a client account automatically grant me revenue share?

Not immediately. The account contributes to your earnings only after the client accepts your access request and selects a paid plan.