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Getting Started
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Hubs, Partners & Advisors
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Task Management
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Projects & Playbooks
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Question Based Assessments
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Requirement Based Assessments
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Third-Parties/Vendors
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Trust Portal
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Registers
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Issues & Incidents
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Risk Management
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Controls
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Compliance
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Metrics
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Reporting
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Attestations
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Administration
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SSO
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Integrations
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Content Provider
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Help and Support
Partner users and key activities
Understand the main user types for a 6clicks Partner and related common tasks and activities within 6clicks
Typical key roles
The people in your team will typically take on one or more of these three roles.
Role | Description |
Administrator | The administrator sets up the environment and defines the core terms, processes and the definition of client templates, the exclusive Content Library, tags and import files. |
Advisor Power User | The Advisor Power User is responsible for building assessment templates and risk reviews for execution with clients and also helps to provision content to the exclusive Content Library. |
Advisor User | The Advisor User executes and reviews the assessments that are answered by clients. |
Typical key tasks
Key tasks | Administrator | Advisor Power User | Advisor User |
Customize the style including the logo and colour palette | X | ||
Import existing assessments and risk reviews | X | ||
Build a client assessment | X | X | |
Build a client risk review | X | X | |
Define pull-through service offerings | X | ||
Define sales conversion presentation | X | X |