Work across your clients

Once clients are connected, these screens answer “where should I spend my time this week?” Start on the Dashboard, drill into a client from Portfolio, and work the combined to-do list in Action Queue.

Before you start

• Roles: Partner Owners and Partner Managers can use every screen on this page. See Overview.
• Two clients: Portfolio and Action Queue are greyed out in the menu until your firm manages at least two client organisations. Until then, opening Portfolio sends you to Referral Program.

Dashboard

The Dashboard (reference) is the portal’s home page. It shows:

• Portfolio Hotspots: the clients that need you most, with columns Organization, Critical, Open Actions and AI Priority (a one-line reason). View All opens Portfolio.
• Referral Revenue: Total Earnings, Active referred customers and Payout, with View Referrals.
• Report Status: how many board reports are Generating, Ready, or Due, with View Orgs.
• Pending Invites (Partner Owners only): “{n} org invites waiting for your acceptance”, with a shortcut to the Invite Center.

If there are no clients yet, Portfolio Hotspots says so.

Portfolio

Portfolio (reference) shows one card per client, with a count of clients in the header and the time of the Last refreshed data.

1. Open Portfolio in the portal menu.
2. Use Sort by to order the cards by Priority (clients with critical findings first, then by number of open actions), Name, Risk Score or Last Updated.
3. Use the filter to show All clients, only the ones that Need attention, or only the ones On track. A card marked Stale has data that has not refreshed recently.
4. Click Refresh to reload the data.

Each card has three buttons:

If any client has an AI suggestion, a This week’s focus panel above the cards lists them.

To stop managing a client, open More actions on its card and choose Remove from portfolio. You must type the client’s name to confirm. This deletes the summaries, action items, AI recommendations and reports the portal stored for the client; the client’s organisation is not affected and can be added again.

Action Queue

Action Queue (reference) combines the open actions of all your clients into one list.

1. Open Action Queue in the portal menu. A red badge on the menu item counts clients with critical findings.
2. Narrow the list with Filter by client, Category (Identity, Access, Offboarding, Evidence, Compliance) and Severity.
3. On an action, click Open in the client’s name to go to that client’s Health Timeline, Snooze 7 days to hide it for now, or Mark resolved.

The queue is empty when all clients are on track (“No open actions”). Actions come from two places: findings the portal detects in each client (including third-party risk items such as an overdue supplier reassessment), and steps created when you apply an advisory template.

Health Timeline

The Health Timeline (reference) is one client’s history, newest first.

1. On Portfolio, click Open Timeline on a client (or click the client’s name under Managed Clients in the menu).
2. Read the Signal Digest (Since your last review), a summary of the signals since you last looked.
3. Scan the events. Each carries a tag such as SCORE ▲, SCORE ▼, ALERT, RESOLVED, OFFBOARD, EXPIRED, EVIDENCE, ENROLLED, REVIEWED or AUDIT. An empty period shows “No events in this period”.
4. Click Mark as reviewed when you are done. The page then shows “Last reviewed” with the date, and the next digest starts from that moment. A client you never reviewed shows “Not yet reviewed”.

Open in full context takes you into the client’s organisation, like Full Context on Portfolio.

Partner Compliance

Partner Compliance (reference) compares your clients’ compliance posture side by side: Client, Posture Score, Failed Controls, Overdue Exceptions and Avg MTTR (average time to resolve). Click a row for details.

• It is included with The Scale plan; on other plans the page shows “This feature is not available on your current plan.” See Plans and features.
• The menu has no link to it yet; it opens at /partner/compliance in the console.
• Bulk Export appears when you tick clients. It accepts up to 10 at once (“You can export up to 10 clients at once.”).

AI Assistant

AI Assistant at the bottom of the portal menu opens a chat panel labelled Portfolio view. Ask it about your clients, risks or what to prioritise this week (“Ask about your portfolio…”).