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Partner and Advisors

Partner and Advisors

Information for customers using the 6clicks partner capability.

Getting Started

Start Here: Exploring your 6clicks Partner Team

Managing the 6clicks partner marketplace

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 Marketplace

Client Management

The Partner Dashboard

Client Management Dashboard and Tasks View

Creating a New Client

Client Templates

Onboarding Clients

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Account Management

Partner User Management

Subscription and Billing Management

Providing Partner Advisors Access to a Client'sTeam

Custom Branding

Service Provider Permissions

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Risk Libraries and Risk Reviews

Risk Reviews for Partners: Overview

Creating and sending a Risk Review to Clients

Client Risk Matrix Report

Viewing and Managing the Results of Client Risk Reviews

Accessing a Risk Review as a Client

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Control Sets

Adding a Control Set to the Marketplace

Marketplace Content

Exclusive Marketplace: Adding Content

Marketplace Categories

Projects

Projects and Partners