8. Partners & agencies (white-label)

8.1 My portfolio

🖥️ Screen — My portfolio (cockpit + branding)

Sua carteira                                      [⌘K] [ + Nova empresa ]
┌──────────────────────────────────────────────────────────────────┐
│ Empresa      │ Ativação │ Alerta          │   Ações                │
│ Loja do João │ [chip]   │ ⚠ Sem WhatsApp  │  [ Entrar → ]          │
│ Café Aurora  │ [chip]   │ ✓ Sem alertas   │  [ Entrar → ]          │
└──────────────────────────────────────────────────────────────────┘
┌ Branding do relatório ───────────────────────────────────────────┐
│ Nome de exibição [ Minha Agência ]  (vazio = nome da carteira)    │
│ URL do logo      [ https://exemplo.com/logo.png ]                 │
│ Prévia: [ 🖼 logo ]                            [ Salvar branding ] │
└───────────────────────────────────────────────────────────────────┘

The activation chip shows how much each company has completed; the alert points out what’s missing; “Entrar →” (enter) drops you into its context.

8.2 “Entrar como” — operate on behalf of the client

✅ “Entrar →” lets you operate as the company’s admin (build campaigns, bio, connect integrations). A context banner shows which company you’re acting in, and the access is audited.

8.3 Report branding

✅ Set the Nome de exibição (display name) and URL do logo — that’s what shows up on the report you deliver, with a live preview. An empty name uses the portfolio name.

8.4 Client report (lifetime)

🖥️ Screen — White-label report

Relatório do cliente                              [ Salvar como PDF ]
Cliente [ Selecione… ▾ ]
─────────────────────────────────────────────────────────────────
 [🖼 logo] Minha Agência · Relatório de resultados · Loja do João
 Valor de vida: [Receita R$12.340][Clientes 87][Recompradores 21]
                [LTV médio R$141,83][Taxa recompra 24%]
 ROAS por campanha: Campanha|Leads|Ganhos|Custo|Receita|CPL|ROAS
 Criativo × público: Black Friday → …

The white-label deliverable: lifetime value, ROAS per campaign (with CPL = cost ÷ leads) and Creative × Audience, with “Salvar como PDF” (save as PDF). 💡 Access today: via the /dashboard/partner/report route — still no menu entry (reach it by the direct URL).

8.5 ⚠️ “A client disappeared from my portfolio”

Usually the partner’s access to that company was revoked — the company wasn’t deleted, you just lost visibility. Confirm with the team whether it was intentional; if not, ask for the re-link.

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