Become a Partner

This is the help text the console shows in the help panel on this page.

Become a Partner is a routing screen, not a form. It sends you where you belong.

• If you are not a partner yet, you are taken to partner registration, where you enter your firm name and activate a partner account.
• If you are a partner and belong to no client organizations, you go straight to the Portfolio.
• If you are a partner and also belong to client organizations, you see Open Partner Portal plus one button per organization, so you can choose where to work.
• Users with another system role are sent to the regular dashboard.

See Roles & Permissions for the partner roles.