Channel Partners

Channel Partners gives partner organizations a dedicated RiskOS™ Dashboard to onboard, configure, and manage multiple client accounts from a single login. This section is for Channel Partner administrators — if you are a client user managed by a Channel Partner, see Client Accounts.

Why it matters

As a Channel Partner, you are responsible for the operational readiness and ongoing management of every client account in your organization. This dashboard centralizes that work — onboarding, user access, product configuration, and tier management — so you do not need to coordinate across multiple systems or interfaces.

What is a Channel Partner?

Your organization has a management account that provides centralized control over all client accounts you manage. Each client account is assigned a Standalone or Centrally Managed plan that determines its feature access.

graph TD
    CP["Your Organization
    Management Account 
    Full access — no restrictions"]
    CP --> C1["Client A
    Standalone
    Self-service workflows"]
    CP --> C2["Client B
    Centrally Managed
    View-only — you manage on their behalf"]
    CP --> C3["Client C
    Standalone
    Self-service workflows"]

From your management account, you can:

• Onboard new clients with a guided wizard
• Switch into any client's account to configure workflows, review cases, and manage settings on their behalf
• Assign plan tiers that control which RiskOS™ features each client can access
• Manage users and roles for each client account with environment-level granularity
• Configure products and enrichment settings across your client portfolio
• Monitor activity through a centralized notification center

Account types

Channel Partners introduces two account types in addition to standard RiskOS™ accounts:

For a detailed comparison between managed and standalone accounts, see Account Models and Tiers.

Account tiers

Each client account has a Standalone or Centrally Managed plan that controls which RiskOS™ features the client's users can access. Your management account has full access and is not subject to these restrictions.

How to choose: Assign Standalone when the client has a technical team that manages their own workflows. Assign Centrally Managed when your organization manages workflows on the client's behalf. For a full decision guide, see Choosing the right tier.

Your first week as a Channel Partner

Follow this lifecycle to set up your Channel Partner environment:

Your dashboard at a glance

When you log in as a Channel Partner, the RiskOS™ Dashboard presents a layout designed for multi-client management.

Sidebar

The collapsible sidebar is your primary navigation. It contains:

• Organization logo at the top, linking back to the Clients hub
• Use case selector — a dropdown that scopes the dashboard, workflows, and cases views to a specific use case (see Use case selector)
• Navigation items — links to Clients, Reason Codes, Batch Jobs, Reports, Developer Workbench, and more
• Settings link — opens the settings menu for Users, Product Configuration, Audit Logs, and Configurations
• Account switcher — at the bottom of the sidebar, switch between your management account and client accounts (see Switch between accounts)

Collapse or expand the sidebar by clicking the chevron toggle at the bottom, or by using Shift+Ctrl+Arrow (Windows/Linux) or Shift+Cmd+Arrow (macOS).

App bar

The top bar contains:

• Search — a global search field
• Notifications — a bell icon that opens the notification drawer (see Notifications)
• User menu — your avatar showing your first initial; click it to access Settings or Log Out

Main content area

The central area displays the page you navigated to — the Clients hub by default.

Use case selector

The use case selector is a dropdown in the sidebar that controls which use case the dashboard is scoped to. When you select a use case:

• The Dashboard, Workflows, and Cases navigation items appear in the sidebar, scoped to that use case.
• Clicking Workflows shows only the workflows for the selected use case.
• Clicking Cases shows case queues for that use case, including dynamically loaded review queues.

If you haven't selected a use case, only the global navigation items (Clients, Reports, Batch Jobs, etc.) are visible. The system hides the use case selector when you are on a settings page.

Navigation reference

Global items (always visible)

Use-case items (visible after selecting a use case)

Settings items

Access settings by clicking Settings in the sidebar. The settings menu includes a Back to Main Menu link to return to the main navigation.

User menu

Click your avatar in the top-right corner to open the user menu. It displays your name and organization, with two options:

• Settings — navigates to the settings page
• Logout — signs you out of RiskOS™

Switch between accounts

As a Channel Partner, you can switch between your management account and any client account you manage. This lets you configure workflows, review cases, manage users, and adjust settings on behalf of your clients.

Who can switch: Only Channel Partner management users with the Account Switcher permission. Standalone and Centrally Managed client users cannot switch accounts.

How to switch to a client account:

1. Click the account switcher at the bottom of the sidebar. It displays your organization name with a building icon.
2. In the Switch Account modal, search for a client by name or scroll through the list.
3. Hover over the client and click Switch.

Alternatively, on the Clients hub, click anywhere on a client row (except the edit button) to switch directly into that client's account.

Client View banner: When you are viewing a client's account, a banner appears at the top of the dashboard showing "Client View | Viewing: [Client Name] ([Tier])". Click Switch to [Your Org] View in the banner to return to your management account.

What you can do in a client's account:

Notifications

The notification center provides a centralized view of activity and events across your Channel Partner account and managed client accounts.

How to access notifications:

1. Click the bell icon in the top-right app bar.
2. A badge on the icon shows the unread count (caps at "99+").
3. A drawer slides in from the right with your notifications.

Features:

• Filter by category — Use the filter controls at the top of the drawer to narrow by notification type.
• Infinite scroll — Older notifications load automatically as you scroll down.
• Scroll to top — A button appears after scrolling, letting you jump back to the latest notifications.
• Close — Click the X button or press Escape to dismiss the drawer.

Best practices

Governance

• Assign account owners deliberately. The account owner is the primary point of contact for a client account. Choose someone who actively manages the client relationship.
• Use Centrally Managed for hands-off clients. If the client does not have a technical team, Centrally Managed prevents accidental configuration changes while giving them visibility into their account.
• Review audit logs regularly. After switching into a client's account to make changes, verify your actions appear in the client's audit log under Settings > Audit Logs.

Environment management

• Grant broader access in Sandbox first. When creating users, assign expanded roles in the Sandbox environment for testing. Restrict Production roles until the client's team has been validated in Sandbox.
• Keep Sandbox and Production roles independent. Changes to a user's Sandbox roles do not affect their Production roles. Use this separation to test new permission sets before applying them in Production.

Security

• Scope custom roles narrowly. When creating custom roles, follow the principle of least privilege. Start with the minimum permissions needed and expand only when required.
• Audit user access periodically. Review the user list for each client to remove inactive accounts and reassign roles as responsibilities change. For a comprehensive checklist, see Access Governance Best Practices.

Getting started