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Hubs, Partners & Advisors
Information for customers using the 6clicks Hub capability
Getting Started
Assessments
Spoke/Client Management
- The Hub Dashboard
- Spoke Management Dashboard
- 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
Account Management
Risk Management
Issue Management
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