Partnerships

A partnership is the consented link between an advisor organisation and a client organisation. It’s the only way an advisor gains access to a client, and it always requires the client’s agreement, there is never a shared login.

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Who starts a partnership

Either side can start it:

• The advisor sends a connection request from Create New Client. Because the client hasn’t agreed yet, the advisor sees only the client’s domain, not its name. The button is Send connection request, and the advisor is reminded: “They approve it and confirm what you can access; a real, consented engagement.” On success: Request sent to [domain], “It requires their approval. You’ll get no access until an owner or admin there accepts; you can re-request if it’s declined or expires.” The request expires after a set period if no one acts on it.
• The client adds an advisor from Organisation → Advisors using Add advisor. Only owners and admins can do this. It is a domain search, the mirror of how an advisor adds a client: type the firm’s website or email domain (a pasted email address works too, we use the domain part) and Search. A firm already on the platform can be invited straight away; one that isn’t reads “Not on the platform yet. Ask your advisor to get in touch with us to join.”, and a public email provider is refused with “That is a public email provider, not an advisor firm’s own domain.” The invitation can carry an optional Message to the advisor (what you would like help with, and anything they should know), which the firm reads while deciding whether to accept.

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What each side sees

The two sides use different words for the same relationship. A client may also see a Needs review chip when advisor permissions need re-confirming, and the client’s Advisors table shows Invited by, the person who set the partnership up. While your request is pending, your own Clients page offers Cancel request on that row, cancelling withdraws the request without anything reaching the client’s team beyond the withdrawn invite.

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Accepting or declining

Whoever receives the request approves it with Accept or turns it down with Decline:

• When an advisor accepts a client’s invitation, they see Client added.; declining shows Invite declined.
• When a client accepts an advisor’s request, they see “[advisor] can now advise your organisation.”; declining shows Request declined.

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What an advisor is allowed to do

When a client accepts, they also confirm what the advisor may do. There are two levels of access: An advisor with read-only access can look but not act; only Evaluation write access lets an advisor start, answer, and submit runs for the client. See Workspaces for the full breakdown of what an advisor can and can’t do inside a client.

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Ending a partnership

Either side can end it, and both routes are permanent (though you can reconnect later).

• The advisor uses End engagement. The dialog asks End engagement with [client]?, “This ends your advisory relationship and removes your access to this client’s evaluations. This can’t be undone, but they can invite you again later.” After it ends, the row shows Connected-Ended and is hidden unless you turn on Show ended.
• The client uses Revoke access (or Cancel invitation if the request is still pending). Revoking says “This ends the engagement and removes their access to your organisation’s evaluations. This can’t be undone, but you can invite them again later.” Revoked rows are hidden unless you turn on Show revoked.

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