Portal overview
Your portal at colby.ing/portal is where you run your business: your own list of owners, the companies you sent Colby, your links and your earnings. This page covers signing in, the layout on a computer and on a phone, and where to get help.
On this page
What the portal is for
The portal is your workspace. You keep your own list of the owners you talk to, send Colby the companies that are ready, follow each one from the first talk to recording, copy your links, and see your accepted hours and fees. Colby runs the contracts, phones, review and pay behind it.
Every view below is live today with nothing to switch on. Each has its own page in this section.
| View | What it is for | On a phone |
|---|---|---|
| Today | What needs you today, your hours for the last 7 days, your fees so far, your pipeline and recent activity. | Tab |
| People | Your own list of owners, with a status, next step, follow-up date and notes for each. The assistant fills it in from what you type or say. | Tab |
| Companies | Each company you sent Colby: where it stands, its rate, kits, hours and your fee. Request contract lives here. | Tab |
| Contracts | The contracts you asked Colby to send, and the companies ready for one. | More |
| Earnings | Your fees on accepted hours, company by company, and your fee terms. | More |
| Documents | Signed copies Colby shares with you, and short help answers. | More |
| Share and refer | Your invite link, links with your own rate, the Refer a company form and guides to send owners. | Tab (called Share) |
| Company hours | Only if you also run a company in the program: that company's recorded hours. | More |
Sign in
There is no password. You sign in with your email address and a code Colby emails you.
- Go to colby.ing/portal.
- Type the email address Colby has for you. Use the same one you signed up with on the partners page.
- Choose Email me a code.
- Open the email and find the 6-digit code. It works for 10 minutes.
- Type the code and choose Sign in.
Your browser stays signed in for up to 30 days, or until you choose Sign out. A new browser or a new phone needs a new code.
| If this happens | Do this |
|---|---|
| No email after a few minutes | Check spam for a message from noreply@forms.getcolby.com. Make sure you typed the address Colby has for you. Still nothing? Write to support@getcolby.com. |
| The code stopped working | Codes last 10 minutes. Choose Use a different email, type your address again and ask for a new code. |
| "This email no longer has access to the Colby portal" | Your access was turned off or the address changed. Write to support@getcolby.com if that looks wrong. |
| "You've been signed out" | Reload the page and sign in again with a new code. |
| "Couldn't connect" | Your phone or computer lost its internet connection. Check it and try again. |
Before your Referral Agreement is signed
Your workspace opens only after your Referral Agreement is signed. Until then, signing in shows a page called Sign your Referral Agreement to open your portal. It shows where your agreement stands in three steps:
- Colby signs. The agreement goes out through DocuSign, and Colby signs it first.
- You sign. DocuSign emails you once Colby has signed. Open that email and sign.
- Your portal opens. Colby opens it once you sign. There is nothing else for you to do.
Two buttons sit under the steps. Check again looks up where the agreement stands right now. Email me about it tells Colby you are waiting, and the page confirms Colby was told (or was already told earlier that day). Once the agreement shows as signed, Check again opens your workspace.
On a computer
On a computer or any wide window, a sidebar on the left holds everything:
- Your name, with "Referral partner" beside it.
- The main views in order: Today, People, Companies, Contracts, Earnings, Documents.
- Below them: Share and refer, then Company hours if you also run a company in the program.
- The Your terms card: your fee terms in Colby's words, the rate companies you refer get, the date your agreement was signed and a link to the signed copy.
- The Ask Colby support button, for camera kits and the recording app.
- Your email address and Sign out.
A small number beside People counts follow-ups due. A number beside Contracts counts contracts still in progress. The numbers never block a view. Open it to see what they count.
On a phone
On a phone, the portal works like an app. A tab bar at the bottom holds Today, People, Companies, Share and More. A dot on a tab means something there needs you.
- More lists the other views (Contracts, Earnings, Documents, and Company hours if you have it), the Your terms card, Ask Colby support and Sign out.
- A view you open from More fills the screen. Tap More at the top left to go back to the list, or the X at the top right to close it. The tab bar hides while it is open.
- Your phone's Back button moves between views, the same as in an app.
- Open colby.ing/portal in Safari on an iPhone (or your phone's main browser) and sign in.
- Tap Share in the browser, then Add to Home Screen.
- Open the portal from the new Colby icon from now on. The More sheet stops showing this tip once you do.
Who to ask
| Question about | Ask |
|---|---|
| Camera kits, the recording app or the portal itself | Choose Ask Colby support, or write to support@getcolby.com. |
| Money, your fee terms or your Referral Agreement | The money and agreement contact printed under Your terms, under the support button and in Documents. Support does not handle amounts. |
| A company's progress | Open it in Companies first. If the stage looks wrong, write to the money and agreement contact with the company's name. |
Numbers in the portal come from Colby's records and update about once an hour. Today shows the time it last read them under the four numbers.
Questions
Does the portal cost anything?
No. Signing up and using the partner portal are free.
Why does the sidebar say Referral partner?
That is the portal's name for a partner account. It is your account, with your list, companies and fees.
Can I use the portal on more than one device?
Yes. Sign in on each one with a new code. Your list and numbers are the same everywhere.
Who else can see my portal?
You and Colby. Nobody on your list and none of your companies can see it.