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With a partner account you manage client organisations rather than a single environment. The partner dashboard is where you see all of them at once, before dropping into any individual client.

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What the dashboard shows

It also carries a What’s new section with our changelog, and links through to both technical and sales and marketing documentation.

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Consolidated client data

Results can be read across clients rather than one at a time. Open Filters at the top of the Dashboard and choose which clients to include. The overview and the graphs below it follow that selection, so you can report on a group of clients together. See Dashboard for what the figures mean, and Impact, history and personal statistics for the graphs.

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Switching between organisations

The organisation switcher sits in the user menu at the top right. It has a search bar, and icons that distinguish partner, client and main organisations, so you can tell at a glance which kind of environment you are about to open. Once you are in a client environment, the platform behaves exactly as it does for that client. Everything else in this documentation applies there, whether you run it for your own organisation or on behalf of a client.