Partner Dashboard
Using the Dashboard
Once you get to the partner dashboard, you will see something like this:
This will provide a link to your master site, which is where you will set up your policies, procedures, quizzes, checklists, training guides, risk registers and best practice/compliance frameworks. While this is still being set up, it will appear as (pending) - wait a minute or two for it to finish setting up.
This same dashboard will list out your current clients, and provide a button to add a new client account.
You can get started by filling out the partner settings form by clicking "Partner Settings" and "Whitelabel Setup".
Once the master site is set up, you'll see something like this:
You can then click on that link to get to your master wiki site. This is where you'll be filling in content that you will be sharing with your clients.
We'll touch on the various features of the dashboard in the following articles.