The dashboard

Partner code, click to copy

Toggle Sidebar

Profile, Settings, Log out

0:01 Partner code, click to copy0:03 Toggle Sidebar0:05 Profile, Settings, Log out

After signing in you land on Overview. Every page shares the same frame.

The shared layout

• Left sidebar: grouped navigation. The Toggle Sidebar button collapses it.
• Header: the current page name.
• Bottom-left user menu: your name and email. It opens Profile, Settings, and Log out.
• Top-right partner code (for example BW-4KQ7ZM): your unique partner ID. Click to copy.

What determines your menu

Your left sidebar changes with the partner types your account is set up for: Services, Reseller, and Referrals, plus a separate switch for will templates. You never set these yourself. BlockWill turns them on when your account is approved.

• A Reseller account shows: Overview, Clients, and a Reseller section (Invite Users, Service Catalog, Will Templates).
• A Service account shows: Overview, Clients, and a Services section (Submissions, Service Catalog, Will Templates, Team, Messages).
• A Referrals account shows a Counsel network section with Referral Handoffs. Referrals alone gives you Overview but no Clients list, because counsel work arrives as briefs rather than as assigned clients.
• Accounts with more than one flow show each section.
• Every account shows the Account section (Earnings, Profile, Settings).

Will Templates needs two things at once: the Services or Reseller flow, and My Will enabled on your account. With one and not the other the item stays hidden.

A page you reach directly without the matching flow does not 404. It shows a "flow not enabled" card telling you to get in touch with BlockWill.

Team member sidebar

A team member sees a shorter, flat sidebar with no flow sections: My Clients, Service Catalog, Messages, and Settings. No Overview, no Earnings, no Profile. See Team member view.