Title: | Partner Functionality | |
---|---|---|
Owner: | Glenn Wilson | |
Creator: | Glenn Wilson | Dec 11, 2020 |
Last Changed by: | Glenn Wilson | Dec 21, 2020 |
Tiny Link: (useful for email) | https://corestrengths.atlassian.net/wiki/x/EQBuT | |
Export As: | Word · PDF |
Hierarchy
Children (6)
Setup a New Client and Invite ‘Client’ Account Owner and Members using Partner Credits (Portal ONLY)
Manage a ‘Partners’ Credits (e.g. reserving credits for Associates)
Managing Associates within a Partnership [Portal ONLY]
Setting up a Class (Platform ONLY)
Inviting additional members using ‘Client’ Credits (Platform ONLY)
BDC/BDL Functionality
Setup a New Client and Invite ‘Client’ Account Owner and Members using Partner Credits (Portal ONLY)
Manage a ‘Partners’ Credits (e.g. reserving credits for Associates)
Managing Associates within a Partnership [Portal ONLY]
Setting up a Class (Platform ONLY)
Inviting additional members using ‘Client’ Credits (Platform ONLY)
BDC/BDL Functionality
Labels
Global Labels (1)