This is for partners. It covers the console you sign into: what the figures
mean, and what they deliberately do not include.
The dashboard
Your first screen answers three questions.
What you manage. How many institutions you sponsor, how many you added in
the last year, and how many seats you have sold against how many are actually
occupied.
What you have earned. Earned to date, earned in the last year, and what is
awaiting payment.
Where the next sale is. Seat take-up per institution. An institution close
to its limit is one that needs more capacity, and that number is the one that
tends to drive the next conversation.
Earned means paid
A sale you record starts as awaiting payment. It becomes earned when
the institution actually pays.
The two are shown separately rather than added together, because they mean
different things: one is money that arrived, the other is money that was
promised. Your dashboard shows what you have accrued. It is a record of
earnings, not a statement of account.
Reconciling a figure
Every total on the dashboard is the sum of individual sales, and each one is
listed underneath with its date, the institution, the bundle, your margin and
what you earned. A total you do not recognise can be traced to the sales that
produced it rather than taken on trust.
Download as CSV gives you every sale, not only the twenty on screen, for
your own accounting.
Recording a sale
Sell a bundle lists only the institutions you sponsor and the bundles you
are authorised to sell, each with your cap on it. The margin you type is
checked against your agreement when you record the sale, not against the
form: a margin above your cap, or a sale of no seats, is refused with the
reason next to the field, and nothing is recorded. Leave the seats blank to
sell the bundle’s own seat count.
The console reads the same in the classic pages and in the new app
(/app/partner); the figures, the refusals and the audit trail are one and the
same.
What you cannot see, and why
You administer the tenancy, not the people inside it.
Your console shows the institutions you brought, their plans, their seat
counts and their renewal dates. It does not show what their members research,
what they save, or what they download. That boundary is deliberate: an
institution has to be able to trust that buying through a partner does not
mean their work is visible to that partner.
You also cannot see another partner’s institutions, in any figure, anywhere.
What ending a partnership changes
If your agreement with dfrds ends, you keep this console and everything in it:
your institutions stay listed and your earnings stay visible. What stops is
setting up new institutions and recording new sales.