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How do I run a client's product compliance?

From the Partner Console Clients list, open a client to work inside their workspace, and use the cross-client Review queue to see every sign-off, document, or request outstanding across your clients. Work on a client's tenant is the consultancy view of the same setup, product, and triage procedures a manufacturer runs.

Key takeaways​

  • Each client row in the console drills into that client's workspace.
  • Inside a client, you run the same classification, Annex I, and triage procedures a manufacturer would.
  • The Review queue gathers outstanding items across every client you can reach.
  • Billing and seats are managed per client from the console.
Silent walkthrough. Follow the numbered steps below for the full text.

Partner manual​

Use the partner product compliance manual for detailed steps, current screenshots, common problems, and completion checks. Find the full set under Partner manuals.

Steps​

  1. Open the Partner Console, then Clients.
  2. Select a client to open their workspace.
  3. Run classification, Annex I self-assessment, and triage inside the client tenant.
  4. Open the Review queue to see outstanding sign-offs, documents, and requests across all clients.
  5. Clear each item, or return to a client workspace to complete it.

Last updated 17 September 2026.