Viewing a Partner User's Onboarding Progress

To view an individual partner user's progress against their onboarding plan:

  1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
  2. Click the partner name in the list, to access the details view.
  3. On the left-hand sidebar, choose Users. This is a list of users in this partner account.
  4. Click on the user to access the details view.
  5. [Optional] Click ... > Onboarding Progress. This launches a view of the user's progress in completing the tasks in their Onboarding Plan.

    admin_partner_users_onboarding_progress.png

  6. Click Apply to return to the user detail view. For more information about Onboarding Plans, see About Onboarding Partners.
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