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Agency and Team

Set up your agency, manage who belongs to your team, connect your clients, and control how your agency appears on the Hyvä partner listing.

Agency Setup

The My Agency page configures your account type and agency relationship. It's the first page you see after registering for the Hyvä Portal, and you can return to it anytime through the "Change my setup" button on Your Account.

The page guides you through a short questionnaire:

What type of company are you working at?

  • Online Store - You run an e-commerce business
  • Agency - You work for a Hyvä partner or development agency
  • Freelancer - You're an independent developer or consultant
  • Other - Your business doesn't fit the above categories

Online Store: do you work with an agency?

If you selected "Online Store", you'll be asked whether you partner with an agency. If you do, you can select which agency from a list.

Agency: is it a Hyvä partner agency?

If you selected "Agency", you'll be asked whether your agency is already a Hyvä partner.

  • If it is, you can request to be added to your agency's team. Once approved, you'll have access to agency resources and client management features.
  • If it isn't, you can request to become one. This starts the Hyvä partner onboarding flow, which guides you through the application process.

Team Members

Note

This section covers a page that is only visible to team managers.

Everyone who registers with one of your company's email domains, configured in Partner Page Entry, automatically joins the team.

Inviting Team Members

Click "Invite Team Members" to open the invitation dialog. Enter the name, email, and role (Member or Manager) for each person you want to add.

Here's what happens next:

  1. They receive an email with a registration link
  2. When they click the link, they should create their portal account immediately (without visiting other pages first)
  3. They become team members right after registration
  4. Their email is automatically validated since they clicked your invitation link

Changing Member Roles

As a manager, you can change any team member's role:

  • Promote to Manager: They gain full team management access and can edit company settings
  • Demote to Member: They keep access to shared team licenses but lose management capabilities

Controlling Email Notifications

By default, only the license owner receives renewal and credential emails. You can change this by checking "Receives emails" next to any team member. They'll then receive:

  • License renewal announcements for licenses owned by any team member
  • Credential emails for new licenses purchased by any team member

Removing Team Members

Click "Remove" next to a member and confirm the security question to remove them from the team. This means:

  • They lose access to all team features in the Hyvä Portal
  • You lose access to any licenses they own (they keep the licenses themselves)
  • They keep their portal account, Hyvä Slack access, and GitLab access. Only team features are revoked.

My Clients

Note

This section covers a page that is only visible to team managers.

The My Clients page helps agencies connect with and organize their clients within the Hyvä Portal. It displays up to three tabs:

  • Existing Clients - Clients who have accepted your invitation and are connected to your agency
  • Suggested Clients - Potential clients you might want to connect with (if available)
  • Pending Invitations - Clients you've invited but haven't yet confirmed the connection

Inviting a Client

Click the "Invite a client" button at the top to open an invitation window. Enter the following information:

  • Company - The client's company name
  • Email - Their email address
  • First Name - Client's first name
  • Last Name - Client's last name
  • Personal Message - An optional message that will be included in the invitation email

Once you send the invitation, the client receives an email with a confirmation link. If they already have a Hyvä Portal account, they can click the link to confirm the connection. If they don't have an account yet, they'll be prompted to create one first.

Benefits of Client Connections

When your clients accept your agency invitation:

  • You and your team members gain access to their licenses
  • Their licenses count towards your partner points, helping you advance in the Hyvä partner program

Partner Page Entry

Note

This section covers a page that is only visible to team managers.

Partner Page Entry controls how your agency appears on the Hyvä partner listing. These are the details potential clients see when browsing the "Find an Agency" and "Preferred Partners" pages.

Editable Company Details

You can modify the following information:

  • Company Name: your agency's display name.
  • Company Logo: upload an SVG file to represent your company. SVG is the only accepted format.
  • Company URL: your agency's website address.
  • Email Domains: the email domains that automatically assign new users to your agency. Separate multiple domains with commas (example: example.com,example.org). Users who register with one of these domains join your team once they verify their email address, as described in Email Verification for Team Access.
  • Brand Color: your primary brand color, in hex format (example: #000000).
  • Description: a brief overview of your agency, up to 600 characters. Only available for Silver partners and above.

Submitting Changes

When you submit your updates, the Hyvä team reviews them to ensure quality and consistency across the partner directory. You'll receive an email confirmation once your changes have been accepted and go live on the partner page.