RESOURCES & FAQS

Fergus Partner Login

Manage multiple Fergus Customer accounts with one Partner account 

Partner Overview

The Fergus Partner Login enables Advisor Partners to efficiently manage, access and support their Customers using Fergus software through our newly created Partner account feature. Now as a Fergus Advisor Partner, you may instantly switch between Fergus Customer accounts with one click.

Built for:

Trades & services business coaches/consultants

Accountants, bookkeepers and virtual CFO’s

Virtual assistants & administrators

Also suitable for:

IT consultants

Managed service providers

Business consultants supporting trades businesses

General questions

There is no charge/fee to have access to the Partner Login.

There is no limit to the number of Customer accounts you can connect with.

Set up & management

To login, you can visit fergus.com and click on the login button in the top right or go directly to the Fergus login page.

After logging in, click on your profile icon in the upper right. Then, click on the current company section to access other Customer accounts that you are connected to.

If you have one connected Customer account, you will see the Customer’s dashboard when logging in. If you have multiple connected accounts, you will be logged into the account you last accessed before previously logging off.

As a Partner, you are granted the same permissions as a Full User and can access all areas of Fergus.

Customers can disconnect a Partner account. A Partner cannot remove its own connection with a Fergus Customer account. If a Fergus Customer wants assistance with disconnecting an Advisor account, please have them reach out to the team via support@fergus.com or live chat on desktop.

 

Support resources

Fergus overview