- The big idea
- How to create a new client account
- Manage diagnostic participation
- Risk insights
- My Business
- Advisor's Goals and Tasks
The big idea
The big idea behind the Partner Portal was to create a central control center for advisors to quickly and easily create and manage new client accounts directly on the platform as well as view, monitor and interact with their client's data efficiently and securely.
Creating a new client account
Click the add client account button and complete the form:
The license applied to the client account at creation can be updated but if you are not sure which license to use, rule of thumb is for any business with departments and department heads to use the Full Business license. For small businesses and start ups, use essentials. If the client is only interested in goal management to begin then use the goals license.
The primary contact added in the form will be assigned administration permissions in waymaker to manage their instance on the platform. A primary contact is mandatory so even if you are using the bulk upload tool you must still include the primary contact.
If the client account only has a small number of users, you can add them manually on the form. Add the user's first and last name and their email address then click the add user. The user's details will appear at the bottom of the form and the first name, last name and email address fields will be reset so you can add the next user's details. Always remember to click the add user button to add the user. A user will not be created where the data is left in the first name, last name and email address fields. Once you have created your users, click the create account button.
If a client has a larger amount of users you can quickly upload them in bulk. Click the bulk upload users text and download the csv file.
Open the file from your download folder and add each users first name, last name and email address in the appropriate columns and save the file locally to your device.
Then back on the form click the "click to upload file" button and select the csv file you just saved.
You'll know when the file has been uploaded as the name will appear in the file upload button. Click create account.
Each user will receive an email to let them know they have been invited to join the platform. The email contains their unique temporary password and a link to login to the platform.
The new account will be visible under free trial by clicking the arrow next to free trial. Each user will receive an email containing their temporary password and inviting them to login to the platform.
Managing diagnostic participation
When a new business or essentials account is created, users will be required to complete a diagnostic. Users from the new account will be held in the Waymaker Quick Start environment until the account reaches 80% participation in the diagnostic. Once the account reaches 80% participation, users are able to access the full platform. Prior to reaching 80% participation, users can login and view the current participation and diagnostic data in the quick start environment.
As an advisor you are able to manage participation of the diagnostic for existing and new accounts. For accounts that have taken more than 1 diagnostic, the only form of managing participation is by removing users from the diagnostic. For new accounts, those completing their first diagnostic, advisors are able to add participants, send reminders to participants to take the diagnostic, and remove users from the diagnostic.
To add a participant to the diagnostic in a new account, in the partner portal, launch advisor mode by clicking the advisor mode button in line with the account. The quick start environment will open and display the new accounts data.
Click the down arrow at the bottom of the page next to Participation, then click the add team member button then add the new participants first name, last name and email and click send invite. The new participant will receive a welcome email with their temporary password.
If you need to send a reminder to participants, you can click the send reminder button to send an email reminder to those who have not yet completed the diagnostic.
How to view and interact with client account data
When a new client account is created in the partner portal, the account is related to the advisor that created it, and appears in the free trial table. To launch advisor mode, click the eye button in line with the account. Once Advisor mode is live a purple banner will appear across the top of the screen to inform the user is in advisor mode and the account that you are viewing.
Now when you navigate the platform, you are navigating the platform as a member of the client account. You can send messages in the channels you are a member of, view and interact with goals, access tasks and task boards and administer the account for the business.
To exit advisor mode, click the Exit advisor mode text on the banner. When you exit advisor mode you will always be navigated back to your home page.
Risks insights displays goals that have a confidence index of less than 60%. There are 2 levels of risk, organisation and people.
At the organisation level, milestone goals with a confidence index of less than 60% are flagged as at risk. As an advisor, this gives the opportunity to connect and engage with the goal owner or leadership team to offer support and guidance to remove any roadblocks. These small engagements can help build trust and establish yourself as a trusted advisor, and the conversations may surface further opportunities and insights from the client account.
At the people level, any goal with a confidence index of less than 60% is displayed. Again, this gives the advisor a reason to check in with the individual or team lead to understand what is causing the lack of confidence and assist to remove the roadblock.
The goal detail can be accessed for further context by clicking the goal's title.
To keep track of the number of paid accounts and licenses under your management, click My Business in the Partner Portal. If there is more than 1 advisor in your business, you can filter data by individual advisors or as an aggregate.
Advisor's Goals and Tasks
Tasks and task boards can be viewed, edited and new tasks created in the partner portal.
Clicking Home provides a view of the advisors personal in progress goals and tasks. Like the non-advisor user home page, goals, outcomes and tasks can be viewed and edited, goal channels can be accessed to view and send updates and the goal detail page accessed by clicking the goal title.