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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

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Account Management

Partner User Management

Subscription and Billing Management

Custom Branding

Hub-Level Permissions

Risk Management

Risk Reviews for Partners: Overview

Risk Workflow in Hub and Spoke

Creating and sending a Risk Review to Clients

Risk Matrix (Hub) Report

Viewing and Managing the Results of Client Risk Reviews

Accessing a Risk Review as a Client

How to Transfer to Managing Risk Fields in the Hub

Managing Risk Fields in the Hub

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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