Your partner home page lists every client engagement assigned to you, each with a status badge showing where it stands. This guide covers finding and reading your client list.
💡 Tip — Who can use this For advisory partners. Sign in to land on your client list.
Quick reference
| Step | Action |
|---|---|
| 1 | Read the client list and its status badges |
Step 1 — Find your clients
Your partner home page is your client roster. Each row shows the client name, framework, tier, latest period, and a status badge — Draft, Submitted, Reviewed, Published, or "No submission." Click any client to open their review workspace.
📝 Note — Only assigned clients appear Your list is limited to engagements an admin has assigned you to. If a client you expect is missing, you haven't been assigned — an admin needs to add you to that workspace.
💡 Tip — Use the status badges to prioritize "Submitted" means data is waiting for your review. Start with those — the Submission Queue filters the list down to just them for faster triage.