The Valerian Partner Portal is your central hub for managing all client websites, care plans, and hosting services with us. It's designed to give you complete visibility and control over your partnership with Valerian.
The Partner Portal is essential
Here are the main reasons why you need to use the Partner Portal:
- Managing services Add, remove, or change hosting and care plan services for each client site.
- Monitoring your clients' websites See status, hosting details, and care plan information at a glance.
- Managing critical website information Keep hosting providers, DNS settings, domain registrars, and contact information up to date.
- Tracking license keys View all active licenses across your sites (Valerian-provided, your agency licenses, and client-owned).
- Staying informed We reference this information when resolving incidents, so accurate data means faster resolution.
- Accessing important resources Quick links to 1Password credentials, Google Drive files, and uptime monitoring.
- Managing your account Update billing information and access invoices.
How to navigate the Partner Portal
There’s a decent amount going on in the Partner Portal, but here’s a quick breakdown of everything and where to find it.
Dashboard
Your at-a-glance overview, showing:
- Total monthly subscription amount
- Number of care plans you have with us
- Number of hosting plans you have with us
This gives you a quick snapshot of your partnership status whenever you log in.
Websites
This is the primary feature of the portal. The Websites section shows the status of all your client websites with Valerian.
There are several tabs available for each website:
Site Details Tab
View and manage essential website information:
- Account: Which client this site belongs to
- Hosting status: Active or inactive
- Care plan status: Active or inactive
- Subscription details: Current plan and pricing
- Site notes section:
- Hosting provider
- Domain registrar
- DNS provider
- Transactional email provider (e.g., Postmark)
- PHP update preference
- Cache system
- Copyright code
- SSL type
- SSL renewal method
- Support notes
- Outside domain contact (alternate contact if email is down)
- Shared credentials: Toggle indicators showing which credentials are available in 1Password (WP Admin, Hosting Access, Domain Access, DNS Access, FTP Access, Analytics Access)
Hosting Tab
For sites on Valerian hosting, you can see:
- Hosting status: Active or inactive
- Plan details: Current hosting plan tier
- Subscription amount: What you pay us for hosting
- Change plan: Upgrade or downgrade hosting tiers
- Cancel plan: Remove hosting services
- Visit URL: Direct link to the website
- Clear cache: One-click cache clearing
- WP admin: Direct login access
- Create staging: Spin up a staging environment
- Site activity: Bandwidth usage charts and reporting
- Quick access tools: Overview, plugins, themes, File Manager, backups, logs, reporting, security, and advanced settings
Care Plan Tab
For sites on Valerian care plans you can see:
- Care plan status: Active or inactive
- Plan details: Current care plan tier (WordPress Basic, etc.)
- Add-ons: Any additional services selected
- Subscription amount: What you pay us for care plans
- Change plan: Upgrade or downgrade care plan tiers
- Cancel plan: Remove care plan services
- Reporting contacts: Who receives monthly reports
- Audit report: The current status of
- Email monitoring
- User accounts
- Themes
- Plugins
- License keys
- Webserver
- Backups
- Security monitoring
- Uptime monitoring
- 2FA (two-factor authentication)
- Hide updates
- Disable auto updates
- Onboarding change log: Record of changes made during site setup
- Onboarding recommendation: Action items identified during onboarding
License Keys Tab
View all active license keys for this specific site and see:
- Who pays (account): Valerian, your agency, or client
- License name: Specific plugin or theme
- License cost: What you or the client pays (Valerian licenses show $0.00)
- Type: Unlimited, single site, etc.
- Billing interval: Annual, monthly, lifetime, etc.
- Active status: Green checkmark for active licenses
- 1Password login: Link to credential location
- 1Password license key: Link to where key is stored
- Notes: Additional context ("For any active care plan..." for Valerian licenses)
Accounts
Manage your client account information:
- Client/organization name
- Contact information
- Billing details
- Notes about the account
Why this matters: We use this information when we need to contact clients directly (from your white-label email) or when providing them with information about your services and rates.
Contacts
Add and manage specific people associated with each client account:
- Primary contact: Main point of contact
- Secondary contacts: Assistants, team members, decision-makers
- Third-party collaborators: IT providers, other agencies, consultants
Why this matters: Having a complete picture of who's involved with each client helps us know who to contact in different situations. For example, if a domain is about to expire and the primary contact's email is down, we can reach the outside domain contact you've listed.
License Keys
This is a consolidated view of all license keys across all your client sites. You can:
- See which licenses are used across multiple sites
- Filter by who pays (Valerian, your agency, or clients)
- Track expiration dates and renewal intervals
- Manage license allocation
Why this matters: This gives you a bird's-eye view of license management across your entire portfolio, making it easy to see which Valerian agency licenses are available to your clients.
Quick Links
Fast access to important resources:
- 1Password: Shared credential vault for your client sites
- Google Drive: Shared folder with our partnership documents and notes
- Uptime status: Real-time monitoring dashboard for all your sites
Why this matters: These links save you time by providing one-click access to the tools you need most frequently.
Billing/Account
Manage your Valerian partnership:
- Billing information: Update payment methods for autopay
- Invoices: Access and download past invoices
- Account settings: Update your contact information and preferences
The importance of keeping information current
We ask that you make updates to the Partner Portal whenever something changes because this tool is only as valuable as the information in it!
We rely on the data in the Partner Portal when:
- Responding to website outages.
- Contacting clients about incidents.
- Troubleshooting technical issues.
- Managing license keys and credentials.
- Supporting your clients with questions and requests.
To keep our partnership running smoothly and to allow us to help your clients to the best of our ability, follow these best practices:
- Update contact information immediately when it changes.
- Keep hosting, DNS, and domain registrar information accurate.
- Add outside domain contacts for critical sites.
- Review and update site notes regularly.
- Ensure all credentials are properly shared in 1Password.
Getting Help
If you have questions about navigating the Partner Portal or need help updating information, reach out to us in your Slack channel.