# Partner Dashboard: Manage Your Clients in Dedupely | Dedupely > Use the Dedupely partner dashboard to add clients, see their records and duplicates, set record limits, manage your team and switch between client accounts. - URL: https://dedupe.ly/knowledge-base/partner-dashboard - Section: knowledge-base - Site index: https://dedupe.ly/llms.txt - Any page: append `.md` to its URL for this plain-text form --- ## Partner Dashboard By [Gaby Salinas](https://www.linkedin.com/in/gbyslns) Updated October 28, 2026 See every client at a glance, manage your plan and team, and move between client accounts. The partner dashboard is the home page of a Dedupely partner account. It shows your plan, your total record usage and a card for each client, and from it you manage billing, your team and each client's record limit. Inside a client's account, everything works like a regular Dedupely account. ### Before you start - **A partner account.** See [Partner Program](https://dedupe.ly/knowledge-base/partner-program). ### What's on the dashboard The **Dedupely Partner Program** home page has three kinds of cards: | Card | What it shows | | --- | --- | | **Getting started** | Links to add your clients, and to add your team, security policies and company information | | **Your plan** | Your plan and price, next billing date, what's included and your **CRM records usage** across all clients. **Go to Billing & Usage** opens your billing settings. | | **Child Company** (one per client) | **Connected CRM(s)**, **Objects syncing**, **Total records in CRM**, **Duplicates detected** and **Usage vs. limit**, with **Edit Record Limit** | The left menu has **Home** and **Partner API**, plus **Chat with Support**, **Book a Zoom** and **Notifications**. ### How to add a client - Open the dropdown at the top left, next to your company name and the **Partner** label. - Add a new client account. - Connect the client's CRM and turn on the objects to dedupe. See [Connect your CRM](https://dedupe.ly/knowledge-base/connect-your-crm). Each client gets its own account, with its own connected CRMs, searches and Merge Rules. Clients can't see each other's data. ### How to switch to a client's account - Open the dropdown at the top left, next to your company name and the **Partner** label. - Select the client. You're now in that client's account, and everything works like a regular Dedupely account: Duplicate Searches, Merge Rules, Auto Merge and the rest. Use the same dropdown to go back to the partner dashboard. ### How to set a client's record limit You set a record limit for each client, inside your plan's total. When a client reaches its own limit, merging stops for that client only. Your other clients aren't affected. - On the client's card, or in **Billing & Usage** under **Child companies**, click **Edit Record Limit**. - Enter the new limit and save. This is separate from your plan's limit. If your partner account goes over its limit, has an unpaid invoice or is paused, every client's account becomes read-only. See [Billing & Usage](https://dedupe.ly/knowledge-base/billing-usage). ### How to manage your plan and billing Open **Billing & Usage** under **Partner** settings to: - See **Your plan**, your total **CRM records usage**, and **Upgrade plan** or **Cancel Plan**. - See each client's usage under **Child companies**. - Update **Billing Information**, add a **Tax ID** for your invoices, see **Invoice History** and add a card under **Cards on file**. ### How to manage users Open **Users** under **Partner** settings. It shows your team under **Partner Company Users** and, below, the users of each client account. | Role | What they can do | | --- | --- | | **Admin** (your partner team) | Manages billing, users and clients, and works in every client account | | **User** (your partner team) | Works in client accounts, without changing billing | | **Admin** / **User** (in a client account) | The usual roles inside one client's account. See [Users](https://dedupe.ly/knowledge-base/users). | - **Add User** invites someone to your partner team. - **Import CRM users** adds users from a connected CRM. - To give a client a login, invite them to their own account as a User or Admin. Clients don't need one. **Security Policy** and **Audit Log** are under **Partner** settings too. See [Security Policy](https://dedupe.ly/knowledge-base/security-policy) and [Audit Log](https://dedupe.ly/knowledge-base/audit-log). ### Partner API The Partner API sends records from your own software, or from a client's CRM, to Dedupely's matching engine as JSON, and returns the matches. Nothing you send is stored. It uses the same Match Settings, Advanced Filters and confidence scoring as the dashboard. - **Build it into your software:** if you sell a CRM or a data tool, offer deduplication in it without building a matching engine yourself. - **Use it in client work:** run a client list through it as a step in your own workflow, before the data goes back to them. To turn it on, click **Contact support for API access** on the **Partner API** page. Once it's on, you create and manage your API keys there. ### FAQs about the partner dashboard - **Can my clients see the partner dashboard?** No. Clients you invite only see their own account. - **Can I see every client's duplicates in one place?** Yes. Each client's card shows **Duplicates detected**. To review and merge them, switch to that client's account. - **Can I give a client a login?** Yes. Invite them to their account as a User or Admin. - **Can a User on my partner team change billing?** No. Billing is managed by your partner team's Admins. - **Is the Partner API included?** Contact support to turn it on for your account. ### Next up [Users Invite users to a client's account and choose their role.](https://dedupe.ly/knowledge-base/users) ### Still stuck? Our team helps on every plan and during the free trial, by chat, email or Zoom. - Need help? [Talk to support](https://dedupe.ly/contact) - Questions about plans? [Book a Zoom with sales](https://meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales) - Reading this with a model? [Read this page as Markdown](https://dedupe.ly/knowledge-base/partner-dashboard.md) - Feeding it the whole site? [Read llms.txt](https://dedupe.ly/llms.txt) Behind the article ### Gaby Salinas Marketing Assistant at Dedupely Gaby Salinas came to CRM data from marketing and advertising, so she looks at duplicates from two sides: the match and merge logic behind them, and what they do to the people using the CRM, like the rep who calls a customer twice, the admin who gets blamed and the cleanup nobody wants to start. As Marketing Assistant at Dedupely, she follows how RevOps teams, end users, consultants and technical teams actually work with their data: the records they stop trusting, the workarounds they build and the moment they finally decide to clean up. What she finds shapes most of what Dedupely publishes. [Connect with Gaby on LinkedIn](https://www.linkedin.com/in/gbyslns) ### Get started for free 20 free trial merges and as much free support as you need to get your duplicates under control. [Talk to sales](https://meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales)[Try for free](https://v2.app.dedupe.ly/signup) [Or sign up with Google](https://v2.app.dedupe.ly/signup/google) Running CRM cleanup for clients? [See the Partner Program](https://dedupe.ly/become-a-partner) Skip to content