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Hubs, Partners & Advisors

Hubs, Partners & Advisors

Information for customers using the 6clicks hub capability.

Spoke Groups

Getting Started

Start Here: Exploring your 6clicks Partner Team

Managing the 6clicks partner Content Library

Partner users and key activities

Understand the architecture of the 6clicks Partner solution

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

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Assessments

Adding an Assessment to the Content Library

Assessment Report Templates + Pixel Perfect Reports

Spoke/Client Management

The Partner Dashboard

Client Management Dashboard and Tasks View

Creating a New Spoke/Client

Bulk Import Entities into the HUB

Creating Spoke Templates

Linking spoke templates to existing spokes

Onboarding Clients

Navigating between Hub and Spokes

Providing Hub Advisor Access to a Spoke

Making Reports and Dashboards available within multiple Spokes

Managing User Access in Hub & Spoke

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Account Management

Partner User Management

Subscription and Billing Management

Custom Branding

Hub-Level Permissions

Risk Management

Risk Workflow in Hub and Spoke

Risk Matrix (Hub) Report

How to Transfer to Managing Risk Fields in the Hub

Managing Risk Fields in the Hub

Control Sets

Adding a Control Set to the Content Library

Marketplace Content

Exclusive Content Library: Adding Content

Content Library Categories

Projects

Projects and Partners

Compliance

Custom Authorities for Partners

Content Management

Pushing content to existing spokes

Adding content to spoke templates