Portfolio Account Management is available to customers with multi-partner portfolios. Contact Mangrove to enable partner account features and discuss branding customization options for your portfolio.

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Overview

Portfolio Account Management in Mangrove enables you to create dedicated, managed accounts for your project partners, giving them direct access to submit MRV data and view their project performance through a portfolio-branded portal experience. This feature streamlines partner collaboration while maintaining centralized oversight of all portfolio activities.

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Key Features

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Managed Partner Accounts

Create dedicated Mangrove accounts for each partner organization:
  • Unified Project Management: All of a partner’s projects and data are organized cleanly within their managed account
  • Streamlined Onboarding: Partners receive their own login credentials and branded portal access
  • Centralized Data Organization: Complete project portfolios managed under a single partner account
  • Account Hierarchy: Maintain oversight while giving partners operational independence

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Direct MRV Data Submission

Empower partners with intuitive tools for data management:
  • Self-Service Data Entry: Partners can directly submit production data, transport events, and evidence
  • Bulk Import Capabilities: Upload large datasets using Mangrove’s bulk import tools
  • Real-Time Validation: Immediate feedback on data quality and completeness
  • Evidence Management: Direct upload and organization of supporting documentation

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Comprehensive Project Visibility

Partners gain full transparency into their project performance:
  • MRV Dashboard: Real-time visibility into monitoring, reporting, and verification status
  • Commercial Inventory Tracking: Complete view of credit issuance, transfers, and retirements
  • Production Analytics: Detailed reporting on project performance and credit generation
  • Compliance Status: Clear indicators of verification requirements and regulatory compliance

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Portfolio-Branded Portal Experience

Partners access their data through your branded interface:
  • Custom Branding: Portal reflects your organization’s visual identity and branding
  • White-Label Experience: Partners interact with your brand, not Mangrove directly
  • Consistent User Experience: Seamless integration with your existing partner communications
  • Custom Domain Options: Optional custom URL structure for enhanced brand consistency

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How It Works

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Account Setup Process

  1. Partner Account Creation: Set up a new managed account for your partner organization
  2. Project Assignment: Assign existing or new projects to the partner account
  3. Permission Configuration: Define what data and features the partner can access
  4. Branding Customization: Apply your portfolio branding to the partner’s portal experience
  5. User Onboarding: Partner receives login credentials and access to their branded portal

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Partner Data Workflow

  1. Portal Access: Partners log into their portfolio-branded Mangrove portal
  2. Project Selection: Choose from their assigned projects for data submission
  3. Data Entry: Submit production data, events, and evidence directly through the interface
  4. Real-Time Sync: Data immediately appears in your central portfolio dashboard
  5. Performance Monitoring: Partners track their project status and credit inventory

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Benefits for Portfolio Managers

Centralized Oversight
  • Complete visibility across all partner accounts and projects
  • Consolidated reporting and analytics across your entire portfolio
  • Standardized data collection processes across all partners
Streamlined Operations
  • Reduced manual data collection and entry
  • Automated partner onboarding and account management
  • Consistent data quality through built-in validation
Enhanced Partner Relationships
  • Professional, branded experience builds trust and engagement
  • Partners feel valued with dedicated portal access
  • Improved data transparency strengthens collaboration

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Benefits for Partners

Operational Efficiency
  • Direct access to submit and manage their own project data
  • No more manual data transfers or email-based reporting
  • Real-time project performance monitoring
Complete Transparency
  • Full visibility into MRV status and commercial inventory
  • Understanding of credit generation and sales performance
  • Access to detailed analytics and reporting
Professional Experience
  • Clean, branded interface that feels like part of your organization
  • Intuitive tools designed for ease of use
  • Responsive support through the portal

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Getting Started

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Creating a Managed Account

  1. In the main navigation, click the accounts dropdown in the top left
  2. Select + Add New to create a new managed account
  3. Complete the partner organization setup form
  4. Configure account permissions and branding preferences

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Setting Up Projects

  1. Within the new managed account, create a project for your partner
  2. Configure the project’s data inputs, locations, and accounting settings
  3. Set up any required integrations or data sources

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Adding Partner Users

  1. When ready to onboard your partner, navigate to the managed account settings
  2. Add partner users by inviting them to the managed account
  3. Configure user roles and permissions for each partner team member
  4. Partners will receive login credentials and access to their branded portal