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Hubs, Partners & Advisors

Hubs, Partners & Advisors

Information for customers using the 6clicks Hub capability

Getting Started

Exploring your 6clicks Partner team

Managing the 6clicks partner Content Library

Understand the architecture of the 6clicks Partner solution

The 30-day go-to-market challenge for 6clicks Partners

Assessments

Publishing custom assessment templates to your exclusive Content Library

Assessment report templates

Sending out assessment templates to Spokes in bulk

Spoke/Client Management

The Partner Dashboard

Client Management Dashboard and Tasks View

Creating a New Spoke/Client

Bulk import customers into the Hub

Creating Spoke Templates

Linking spoke templates to existing spokes

Navigating between Hub and Spokes

Providing Advisor Access to a Spoke

Making Reports and Dashboards available within multiple Spokes

Managing User Access in Hub & Spoke

Spoke groups

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Account Management

Partner user management

Custom branding

Hub-level permissions

Risk Management

Risk workflow in the Hub

How to transfer to managing risk fields in the Hub

Managing risk fields in the Hub

Issue Management

Issue workflow in the Hub

Content Management

Adding 6clicks content to your exclusive Content Library

Pushing 6clicks or custom content to Spokes & Spoke templates

Publishing custom authorities to your exclusive Content Library

Publishing custom control sets to your exclusive Content Library

Publishing custom project templates to your exclusive Content Library

Custom categories for your exclusive Content Library

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