Billing Partner
The Billing Partner feature allows you to create and manage workspaces for your clients with partner billing. This feature is ideal for partners who want to offer Swiftask to their clients while manag
The Billing Partner (Partner Space) feature allows you to create dedicated workspaces for your end clients. This feature is particularly useful for partners who want to offer Swiftask to their clients with billing managed from your partner account.
Overview
When creating a new workspace, you have the choice between:
Standard workspace : For your personal use or your team
Client workspace : To create a dedicated space for a client with partner billing
Creation process
Step 1: Confirm creation for a client
When you choose to create a workspace, a confirmation dialog appears:
Question : "Do you want to create a workspace for a client?"
You can:
Cancel : Return to creating a standard workspace
Confirm : Access the client workspace creation form
Step 2: Fill out the creation form
After confirmation, the client workspace creation form appears:
Client information
Client name
Required field
Name of the company or client person
Client email
Required field
Main email address of the client
This address will be used for:
Automatic email invitation with a temporary password
Communications
Access and connection to the Swiftask application
The client will automatically receive an invitation email containing their login credentials and a temporary password
Client logo/avatar
Optional
You can upload a custom logo to identify the client's workspace
Workspace information
Workspace name
Required field
Unique name that will identify the workspace
Example: "WS - CLIENT FINAL"
Workspace description
Optional field
Detailed description of the workspace
You can use the microphone icon for voice input
If not filled, will display "- No description -"
Billing information
Address
Complete postal address for billing
Example: "15 Rue de Rivoli"
City
Billing city
Example: "Paris"
State/Region
State or region for billing
Example: "Île-de-France"
Postal code
Billing postal code
Example: "75004"
Country
Selection from a dropdown list
Example: "France"
Custom billing message
Optional field
Custom message that will appear on invoices
Placeholder: "Custom message for billing"
Voice input option via the microphone icon
Support URL
Optional field
Support URL for the client
Placeholder: "Client support URL"
Step 3: Validation and creation
Once all required fields are filled, click the "Create workspace +" button at the bottom right of the form.
Step 4: Creation confirmation
After successful creation, a confirmation message appears with the text "Workspace created successfully".
You then have access to two actions:
Modify : Allows you to modify the information of the created workspace
Create new : Create another workspace for a client
Client workspace management
Access the client list
To view and manage all your client workspaces:
Click on "Workspace settings" in the main menu
In the sidebar, click on "Partner Space"
Management interface
The "Partner Space" page displays:
Title : "Partner Space"
Description : "List of all client spaces managed by your partner account."
Search and creation features
Search bar
Allows you to search for a client workspace by name
Real-time search
"Create space +" button
Red button at the top right
Allows you to create a new workspace for a client
Accesses the same form described previously
Client workspace table
The table displays the following columns:
Space name
Name of the created workspace
Example: "WS - CLIENT FINAL"
Client name
Name of the associated client
Example: "CLIENT FINAL"
Client email
Client's email address
Example: "[email protected]"
Created on
Workspace creation date
Format: "Dec 17, 2025"
Action
Edit icon (pencil)
Allows you to modify the client workspace information
Modify client information
Client information is fully modifiable after workspace creation. You can update client information, contact details, or billing settings at any time.
To modify an existing client workspace information:
In the client workspace table, click on the edit icon (pencil) in the "Action" column
A dropdown menu appears with the following options:
"Modify client information" : Accesses the modification form
"Export" : Exports the client workspace information
By selecting "Modify client information", a modal window opens with a simplified form allowing you to modify:
Modifiable fields:
Client name : Name of the company or client person
Client email : Main email address of the client (used for invitation and connection)
Important note : This modification form only allows you to modify the client's name and email. Other parameters (workspace name, description, billing information, etc.) may require modification through other interfaces as needed.
Pagination and export
At the bottom of the table:
"Rows per page: 10" : Number of rows displayed per page
"1-1 of 1" : Pagination indicator (current page number / total number)
Navigation arrows : To navigate between pages
"← Export" button : Allows you to export the list of client workspaces
Client invitation and access
Automatic email invitation
When creating a workspace for a client, the client is automatically invited by email to the address entered in the creation form.
Invitation process:
The client receives an automatic invitation email containing:
Connection information to their workspace
A temporary password to access the Swiftask application
Connection and usage instructions
Client connection to the application
Once the invitation is received, the client can connect to the Swiftask application using:
Their email address (the one entered during workspace creation)
The temporary password received by email in the invitation
The client will be required to change their password on first login for security reasons
Access limitations for clients
Important : Clients have very limited access according to the contracts established with the partner. Restrictions are defined to maintain partner control over management and billing.
Important restrictions:
Subscription management : The client cannot manage their subscription. Any subscription modification (plan change, upgrade, cancellation, etc.) must be performed exclusively by the partner account from the "Partner Space" section
Partner control : The partner retains full control over:
Billing
Subscription
Billing settings
General workspace management
Authorized access:
The client can use Swiftask features according to the limits defined by the contract
They can access their workspace and use agents, knowledge base, projects, etc.
Exact limitations depend on the contract and subscription plan subscribed to by the partner
This structure ensures that the partner maintains complete control over the business relationship and billing, while allowing the client to use the platform according to agreed terms.
Partner billing advantages
The Billing Partner feature offers several advantages:
Centralized billing : All client workspaces are billed to your partner account
Simplified management : Single interface to manage all your clients
Complete visibility : Overview of all created client workspaces
Customization : Each client workspace can be customized with its own information
Dedicated support : Ability to add a custom support URL per client
Best practices
When creating a workspace for a client:
Consistent naming : Use a clear naming convention (e.g., "WS - [CLIENT NAME]")
Complete information : Fill in all billing fields to avoid later issues
Detailed description : Add a clear description to facilitate workspace identification
Email verification : Ensure the client's email is correct and active
Documentation : Note important information for future reference
This feature allows you to develop your Swiftask partner activity by offering the platform to your clients while maintaining control over billing and management.
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