Partner

Overview

Partner cockpit to supervise client companies, mandates, and fleet performance—execution stays in /c.

Where in the app

• See the module in the company portal sidebar (/c).

Step-by-step

1. Sign in to the Partner portal (/p). (UAT-P-ACCESS-GRP-001)
2. Review client list and 360° views. (UAT-P-ACCESS-PERM-001)
3. Deep-link into a client company for operational work. (UAT-P-ACCESS-USR-001)
4. Configure partner settings and product guidance. (UAT-P-BETA-GUIDE-001)
5. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-P-CLIENT-360-001)
6. If access is denied, verify module activation at tenant and company level before retrying. (UAT-P-CLIENT-360-001)

Permissions and modules

Partner staff roles.

Related

• for fiduciaries
• company