Touring the Partner Hub
A map of the Partner Hub sidebar: Workspace, Billing, and Administration.
Once you are in, your agency’s home base is the Partner Hub. It is organized into three groups in the left sidebar: Workspace, Billing, and Administration.
Workspace#
Day-to-day work with your team and your clients.
| Item | What it is |
|---|---|
| Dashboard | Your agency’s at-a-glance home page |
| Organizations | The list of your client organizations, and where you invite new ones |
| Team | Your agency’s staff roster and invitations |
| Roles | Role and permission management for your team |
| Registrations | Pending client user sign-up requests waiting on your review |
| Data Validation | Data-quality checks across your clients’ records |
Billing#
How you bill your clients. This is separate from your own Modero bill, which lives under Administration.
| Item | What it is |
|---|---|
| Billing Overview | The summary of how you bill your clients |
| Plan Catalog | The pricing tiers you publish for clients who pay you directly |
Administration#
Everything that runs underneath: invoice processing, shared data, security, and your own account.
| Item | What it is |
|---|---|
| Low Confidence Review Queue | Invoices your AI parsing pipeline flagged for a human look |
| Invoice Inbox | A log of carrier invoices forwarded to your agency’s inbound email address |
| Master Sites | Canonical buildings shared across your clients |
| Location Duplicates / Service Duplicates | Dedupe tools for client location and service records |
| Audit | Your agency’s activity and audit feed |
| SIEM Export | Forward your audit events to your own security tooling |
| Authentication | SSO and account-recovery settings |
| Subscription | Your agency’s own Modero bill |
| Settings | Branding, email, and general agency settings |
The other two workspaces#
The Partner Hub is not the only place agency staff work. The workspace switcher also takes you to your CRM and your Commissions workspace. Both are partner-only. Your clients’ users never see either one.
Related guides
- Team and roles The three partner roles, inviting staff, and the separate Commissions access toggle.
- Inviting a client Bring a client organization onto your instance with no payment step at signup.
- What Modero charges your agency Your agency's own Modero bill, managing your card, and viewing invoices.
Last reviewed July 19, 2026.
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