Understanding your subscription page for partners
Partner control panel allows you to manage user access for your colleagues, edit your organisation details and gain access to your estate page which shows all your assessment and plans. To access this you will require Partner Owner permissions which will be granted by the administrators. To learn about the different roles read this article.
A - If you are a partner administrator you will see this icon.
B - If you are partner owner to more than one partner you will be able to switch.
C - You can keep your organisation records up to date. Please note: if you need to change your organisation name or lead contact details you will need to speak to your administrator.
D - You can see the number of seats, seats remaining and how manty template imports you are allocated.
E- Click on the user tab to see who has access to your work. Read to learn more.
F - Your estate page gives you an overview of your assessments and plans. It also summarises the status of your work.
How to navigate
A - If you are a partner administrator you will see this icon.
B - If you are partner owner to more than one partner you will be able to switch.
C - You can keep your organisation records up to date. Please note: if you need to change your organisation name or lead contact details you will need to speak to your administrator.
D - You can see the number of seats, seats remaining and how manty template imports you are allocated.
E- Click on the user tab to see who has access to your work. Read to learn more.
F - Your estate page gives you an overview of your assessments and plans. It also summarises the status of your work.
Updated on: 30/05/2022
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