Partner Accounts
Client Dashboard
Accessing Partner's Account on the Client Dashboard
Navigate between the Partners dashboard and the clients' accounts.
Client Dashboard Overview
This article covers all the features and functionality of the Client Dashboard.
Steps for Setting Up Org IQ for Clients
To add a client one at a time, follow these steps. We also offer bulk upload options, and you can find the instructions in the Client Dashboard section. When you upload a client, it creates the account and sends an invitation to the client to join their own Org IQ organization.
Manage Clients
Managing Exiting Clients and Updating User Counts
On the Manage Client screen, you can manage client information, ID, and name and update user counts per client.