Connect client organisations

A client organisation joins your portfolio when its owner gives your firm access. The client creates an access link in their own AutoCISO, sends it to you, and you open it while signed in. Nothing is shared with your firm until that happens, and the client can take access back at any time.

Before you start

• Client side: the person creating the link needs to be able to manage the organisation’s settings, in practice the organisation Owner. See Roles and permissions.
• Partner side: you need the Partner Owner role. The page that accepts access links is reserved for Partner Owners. Your firm must already be registered: see Become a partner.
• Email: you need the exact email address you use to sign in to AutoCISO. The client must give it to the link; the link only works for that address.
• An organisation can be managed by one partner firm at a time.

Step 1: The client generates an access link

Ask the client to do this in their own AutoCISO:

1. Open user menu → Organization Settings and choose the Partner Access tab.
2. Under Generate an access link, type the partner’s sign-in email in Bind to email (optional).
3. Click Generate link. A toast confirms “Access link created.”
4. Under Pending invites, click the copy button next to the new entry and send the link to you.

The link is valid for 7 days. Until you accept it, the client can cancel it from the same tab; the entry shows the bound email and “Expires” date, and the client revokes it with the delete (bin) button next to it (“Invite revoked.” confirms).

Step 2: You accept the link

1. Sign in to AutoCISO with the email the link was bound to.
2. Open the link the client sent you. The portal shows “Verifying your access link…”.
3. On success you see Access granted: “You now have partner access to “Client name”. It has been added to your portfolio.”
4. Click Go to portfolio.

The client appears under Managed Clients in the portal menu and in your Portfolio. Accepting the link gives you the Manager role inside the client’s organisation, so you can open it in full context. The client sees you as Connected on their Partner Access tab, with the date.

If the link does not work

Join Existing from the menu

Under Managed Clients in the portal menu, Partner Owners also have a Join Existing button. It opens a short checklist (“What to ask your client to do”) that repeats Step 1 for you to send to the client. It does not accept anything by itself.

Invite Center

Invite Center (open the menu at the top of the portal sidebar, then Invite Center; Partner Owners only) lists every access link addressed to your email, in three tabs: Pending, Accepted and Expired. Columns: Organization, Invited Email, Expires and Status. Your Dashboard also shows a Pending Invites card with a shortcut to it.

• Accepted is your record of which clients you connected and when.
• Expired shows “Contact the org admin to re-issue this invitation”. Links cannot be extended; the client generates a new one.
• Use the link the client sent you to accept. The Accept button on the Pending tab depends on a token that is not kept after the link is created, so it may fail with “Could not accept invite”.

See the Invite Center reference.

Disconnect a partner

A client can end the arrangement from user menu → Organization Settings → Partner Access. Under Active invites the connected partner is shown with a Connected tag; click Disconnect and confirm Disconnect partner?.

Disconnecting removes your access to the client’s organisation and deletes everything the portal generated for it: summaries, action items, AI recommendations and reports. The client’s own data is not affected, and the client can invite you again later (“Partner disconnected from …” confirms).

You can also remove a client yourself: on Portfolio, open More actions on the client’s card, choose Remove from portfolio and type the client’s name to confirm. The same cached data is deleted; the organisation itself is untouched and can be added again.

Next steps

• Work across your clients
• Board Packs and advisory templates