Partner Dashboard

Last updated on January 18, 2018 16:18 by Amy T

If you have a GoCardless for Xero Partner Account you will have access to our Partner Dashboard. The account type is ideal for accountants and bookkeepers who manage multiple merchant accounts.

The Partner Dashboard can be accessed from our Main Menu on the left.

On the Partner Dashboard you will see a list of accounts that you can access. To access an account just click the three dots under actions and then 'Manage Account'.

You will then be able to view the account the same as any normal user.

To upgrade to a Partner Account please contact our support team on (helpdesk@directli.co.uk). Upgrading to a Partner account is free of charge. 

Details of how Merchants can invite you as their accountant can be found in our Inviting your Accountant Help Guide