Partner account overview

A Partner account is designed for agencies and freelancers that manage clients on Stape and want to earn commission on their subscriptions. Like an Agency account, a Partner account doesn't host containers itself, instead you connect your clients' Standard accounts to your Partner account. From there, you can manage all your clients in one place and earn a recurring commission on every subscription they pay for.

About the Stape partner program

The partner program lets you earn a monthly commission on every client you bring to Stape, for as long as the client's product subscription is paid. 

The partner program offers:

• Recurring revenue – earn up to 40% lifetime recurring commission on client subscriptions.
• Management tools – easily add and manage clients and pay for them with consolidated billing.
• Support – receive dedicated support, co-marketing opportunities, and early access to tools and templates.
• Flexible payouts – receive earnings through your preferred payout method.

How much you earn depends on which Stape product the client uses and which partner level you're on. There's one condition: the client has to pay Stape directly.

You have two options for managing client billing:

• Individual billing – the client handles their subscription payments directly with Stape. This is the setup that allows you to earn a recurring commission on their payments.
• Consolidated invoicing – you manage the payment for the client's subscription via a single, combined invoice. Please note that these subscriptions are processed as account expenses, and therefore don’t qualify for commissions.

Who can become a partner

To upgrade to a Partner account, your Agency account must meet one of the following requirements:

• At least 5 paid products, or
• $50 in monthly referral value

For the enrollment instructions, see How to become a Stape partner.

EU vs Global

Every Stape account is hosted in one of two locations: EU or Global. The location is set when the Agency account is created and can't be changed later. When you upgrade an Agency account, your Partner account inherits that same location.

You can only add clients hosted in the same location as your Partner account. If you have clients in both locations, you must maintain two independent Partner accounts. You may use the same email address for both. Both accounts must meet the Partner program requirements. 

If you want referred clients to select their location at sign-up, contact support@stape.io to request a universal referral link. It lets clients choose a location, and they're connected to the matching Partner account automatically.

Adding clients

How you add a client depends on whether they already have a Stape account:

• Your client already has a Stape account. You can add them as an existing Stape user. From your dashboard, send them an invite to the email on their account. Once they accept, their account joins your Partner account and shows up in your users list.
• Your client doesn't have a Stape account yet. You have two options:
  • Create a sub account for them. From your dashboard, create the account on their behalf. You set the email, password, and the new account is added to your Partner account right away.
  • Share your referral link. Send your client the partner's referral link. When they sign up through it, their new account is added to your Partner account automatically.

For more information see How to add clients.

Managing clients

Once a client is in your Partner account, there are two main things you can do for them:

• Access their account. Request access from your Partner account, and the client approves it from a notification on their side. Once you have it, you can use "Log in as user" from the Users page to open their account, so you can create containers, change settings, or troubleshoot on their behalf.

• Manage their billing. Through Consolidated Invoicing you can pay for your clients' subscriptions. For more information see Consolidated invoicing for Agency and Partner accounts.

Team members

If you'd like to add your teammates to manage the Partner account together, you can add them in Partner settings. They’ll get access to your Partner account with few restrictions.

For more information see How to manage team members.

Navigating the account

Dashboard

This is the summary of your Partner account – current earnings, helpful articles, list of clients, recent payouts, support contacts, and your referral link. Here you can also create and link clients.

Users

This is the full list of your clients (sub accounts). You can:

• Search and filter by the plan type, server locations and container status.
• See detailed information about the client's containers and gateways.
• Request access to the users' account and log in as a user to help with setup.
• Export the list as CSV.
• Create an account for your client.

Earnings

Commissions

On this page you can find your monthly commission breakdown – total value for the month, amount currently in review, and amount ready to pay out. 

For more information read Partner commissions and payouts.

Payouts

Here you can find your payout history, request a payout, and download statements. 

For more information read Partner commissions and payouts.

Partner info

Here you can find your partner ID, referral link, an HTML link of your partner badge, and a set of useful resources, such as presentations and handbooks.

For more information read Resources available to partners.

Billing

Here you can find your Partner accounts’ billing details, accounts, and invoices. Also, you can add selected sub accounts under your billing. For more information see Consolidated invoicing for Agency and Partner accounts.

Partner settings

This is your Partner account profile:

• Company & payouts info – here you can update your company info, such as name, address, country, etc. Also here you can update your payout information.
• Team & Access – here you can add your team members so they could also work with sub accounts.

Support center

Click the question mark, and it'll open you a menu with:

• Help desk – you can read the documentation about Stape and its products, also frequently asked questions are answered here.
• Community – a public forum for server-side tracking discussions. Questions are answered by both Stape staff and other server-side tracking experts in the community.
• Status page – shows the health of Stape's services. Check it first if something that was working suddenly stops.
• Personal manager – a dedicated Stape representative assigned to help you set up or troubleshoot complex server-side configurations. Click the chat button to reach out to your manager.

Account menu

Click your account name in the top right corner to access the personal account settings:

• Account settings – allows you to: 
  • Edit your password, email, and personal info
  • Set up two-factor authentication
  • Review your activity history
  • Delete your account
• Stape Academy – a free online training platform dedicated to server-side Google Tag Manager and tracking. It offers video modules and short quizzes designed for marketers and analysts to master tracking setups without touching backend code, and provides an official certification upon completion.