Which manuals help partners complete client tasks?

Partner manuals explain client work in CVD Portal from account setup to handover. Partners can follow detailed click steps for onboarding, documents, product compliance, reviews, billing, deals, notifications, and access. Each manual includes screenshots and completion checks.

Key takeaways

• Start with partner account preparation before client work.
• Complete client onboarding before product work.
• Check the active client before changes and document dispatch.
• Use the client administrator for billing checkout and partner access changes.
• Confirm saved results before you close a task.

Last updated 5 October 2026.

Select your task

Manual	Task	Result
Start here	Prepare the partner account and agree responsibilities.	Account access and task owners checked.
Client onboarding	Create or register a client workspace.	Client activation, billing, and access checked.
Client documents	Upload documents and confirm evidence.	Correct destinations and reviewed evidence.
Product compliance	Complete product work inside a client workspace.	Reviewed assessment, evidence, and next actions.
Review queue and export requests	Find attention tasks and record review decisions.	Saved decisions and assigned open work.
Client billing	Select who pays and check the client plan.	Saved billing mode and required feature access.
Deal registration	Register prospects and track approved locks.	Registration status and follow-up checked.
Notifications	Set email preferences and act on notifications.	Saved preferences and a named review owner.
Access and handover	Check consultant access and complete handover.	Client acceptance and agreed access state.

Follow the client work order

1. Prepare the partner account.
2. Register the prospect when deal registration applies.
3. Onboard the client.
4. Check billing and partner access.
5. Upload and review client documents.
6. Complete the agreed product work.
7. Review client tasks and export requests.
8. Complete handover with the client administrator.

Set partner notifications once for the partner account. Review the notification recipients when the team changes.

Use the screenshots

Screenshots show test accounts and test products. Screenshots were captured on 4 and 5 October 2026. Click a screenshot to open the full image.

Screen text can change. Use the named control and the expected result in each procedure. The document manuals explain the current difference between the displayed file size and the upload service limit.

Keep client responsibilities clear

The client administrator owns the client workspace. The partner uses a consultant identity for client changes. The client administrator controls partner access and client direct subscriptions. Record client approval for the scope of work and any billing change.

Use the Partner program reference for program rules and commercial arrangements. Use the Partner Academy for training. Shared product procedures remain linked from the task manuals.