Partner Admin Portal · AllOne Health

Your PerformanceX
Portal

A walkthrough of every section and how to navigate the platform
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How it fits together

Three portals, one account

Admin Portal
partners.performancex.ai
Where AllOne manages all clients, their setup, branding, and revenue.
Client Portal
clients.performancex.ai
Where employer clients under AllOne view weekly performance reports for their teams.
Onboarding Portal
onboarding.performancex.ai
The setup wizard new employer clients go through to connect their tools.
Everything sits under AllOne's account. Clients see AllOne's branding throughout - not PerformanceX's.
Navigation

The Sidebar

Everything you need is in the left sidebar. Click any item to go straight to that section.
Overview
Revenue dashboard - active clients, MRR, ARR, and revenue trend chart.
Client Accounts
Master list of all clients. Click any row to open the full management panel.
Client Setup
Six-step wizard to set up a brand new employer client.
Analytics
Portfolio health - client status, trial vs paid, and health scores.
Learning Intelligence
What the AI has learned about each person's communication patterns over time.
Integration Health
Live sync status for every connected tool across all clients.
White Label / Settings
Logo, brand colours, report themes, company details, and client portal links.
Section 1

Overview Dashboard

The first screen after login. Shows your entire portfolio at a glance - active clients, total users, monthly and annual revenue. The revenue chart at the bottom tracks your MRR trend over time.
The Add New Client button in the top right takes you straight into the Client Setup wizard.
Section 2

Client Accounts

Every client you have set up appears here. You can search, filter by plan or status, and click any row to open the full settings panel for that client.
Green dot means active and paid. Yellow means on trial. Grey means inactive - records are always kept.
Client Management

Client Settings Panel

Clicking any client opens a six-tab management panel. From here you can update company details, set cultural values and KPIs, manage the employee roster, view billing history, and configure report delivery.
Employees on a Performance Improvement Plan show a badge in the Team tab - click it to see the full detail.
Section 3

Client Setup Wizard

When you add a new client, a six-step wizard walks you through everything. Company details, connecting tools, adding employees, defining roles, choosing KPIs, and setting cultural values.
You only need to connect the tools the client actually uses - not all integrations are required.
Section 3 - Integrations

Integration Setup Guides

Every integration has a built-in step-by-step guide with annotated screenshots. No external documentation needed - you walk the client through it directly from this screen.
The Test Connection button confirms everything is working before you move on.
Section 4

Usage Analytics

A health overview of your entire portfolio. Active vs inactive clients, trial vs paid split, and a health score for each client that tells you where to focus attention.
A client scoring below 60 and trending down is worth a proactive call - this view helps you catch that early.
Section 5

Learning Intelligence

This is what the system has learned about each person's normal working patterns over time. Four views: individual patterns, relationships between colleagues, team dynamics, and company-wide norms.
The confidence score shows how much data backs the assessment - higher means more reliable scoring.
Section 6

Integration Health

One place to check whether every connected tool across all clients is syncing correctly. Green means healthy, yellow is a warning, red needs attention.
This is the first place to check if a client says their reports look thin or incomplete.
Section 7

White Label

This is where AllOne's branding gets applied to everything clients see - reports, emails, and the client login portal. Upload a logo, set brand colours, and preview how each report type looks.
Changes only go live once you click Save Branding - nothing applies until you confirm.
Section 8

Settings

Update AllOne's company details and account settings here. The most important section is the Client Portal Links - these are the URLs you share with employer clients.
The branded login link shows AllOne's logo to clients before they even log in. This is the link to share.
The Other Side

The Client Portal

AllOne's employer clients get their own fully branded portal. It gives them visibility into their team setup - employees, org structure, KPIs, and cultural configuration.
Clients see AllOne throughout. The PerformanceX platform runs invisibly underneath.
PIPs - Coming Soon

Performance Improvement Plans

Performance Improvement Plans let you put a structured support program in place for an employee who needs it. You set the focus areas, timeframe, and success criteria - the system tracks weekly progress automatically.
This feature is in final testing and rolling out shortly.
The Live Portal
Click around directly - this is the real thing.
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