Getting Started
Guide for fiduciaries
Partner portal, multi-client governance, and billing for Swiss fiduciary firms.
Overview
Fiduciary partners use the partner portal to monitor client companies, mandates, and hand off execution to the company portal.
Where in the app
- Partner → Clients —
/p/clients
Step-by-step
- Sign in to the Partner portal (
/p). (Expected: client company list scoped to mandate.) (UAT-P-DASH-001) - Open a client card and review health signals (freshness, alerts). (Expected: read-only aggregates, no duplicate
/cworkflows in/p.) (UAT-P-CLIENT-001) - Deep-link to Company portal for operational work on that client. (Expected: same user with partner access lands in
/c/companies/:companyId.) (UAT-P-CLIENT-001) - Track onboarding and module activation per client. (Expected: tenant→company module cascade respected.) (UAT-P-CLIENT-001)
- If a client is suspended, writes in
/care blocked until status returns to active. (UAT-P-CLIENT-001) - Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-P-CLIENT-001)
Permissions and modules
Partner portal (partner.portal.dashboard, partner.clients.list); RACI is governance-only in /p.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
partner.clients.list | Partner Clients List and Navigation | — | optional | Partner Clients List and Navigation | high | UAT-P-CLIENT-LIST-001 |
partner.portal.dashboard | Partner Dashboard Overview and Shortcuts | — | optional | Partner Dashboard Overview and Shortcuts | medium | UAT-P-PORTAL-DASH-001 |