Unphish v2 Docs

Client & partner portals

The scoped experiences for client reviewers and partner operators — review, reports, portfolio, and branding.

How clients review their own threats and how partners manage a portfolio of clients.

Video uploads in progress

Tutorial recordings are still uploading and transcoding, so the players below are placeholders for now. The outlines are final — videos will appear here automatically once processing completes.

Upload in progress

Client review and approvals

3:35

The self-service client queue — review a flagged threat, approve or decline enforcement, and leave a reason.

Upload in progress

Client reports and SLA metrics

3:10

Total cases, takedowns, average takedown time, and SLA — plus scheduled report templates.

Upload in progress

Partner portfolio overview

3:25

The partner dashboard scoped to just the portfolio's clients, and how cross-client data stays separated.

Upload in progress

Partner white-label branding

3:00

Application name, colors, logo, and custom domain — with a live preview and domain verification.

Upload in progress

Partner team management

2:45

List members, invite a teammate with a role, and watch a pending invite appear.

Upload in progress

Scoping and what each role sees

3:15

Admin vs standard vs read-only across partner and client orgs, and the cross-client denial that proves it.

On this page