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](https://help.socure.com/riskos/docs/client-accounts).

> 📘
>
> **Applies to**:
>
> The new account architecture applies to both Channel Partners and direct customers, but individual capabilities have different scopes:
>
> - **Channel Partners only** — the Clients hub, client onboarding, and switching between client accounts. These are available only from a Channel Partner management account.
> - **Channel Partners, their client accounts, and direct customers** — user access management (custom roles, roles assigned per environment, and access scoped to use cases) and product settings profiles. These work the same way for direct customers managing their own account.

## 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.

```
Your Organization
Management Account
Full access — no restrictions

Client A
Standalone
Self-service workflows

Client B
Centrally Managed
View-only — you manage on their behalf

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:

| Account Type | Description |
| --- | --- |
| **Management Account** | Your organization's management account. Provides access to the Clients hub, account switching, and cross-client administration. |
| **Centrally Managed Client** | A client account onboarded by a Channel Partner, with workflow configuration centrally managed in the management account. Product Settings can be configured at the client account level. |
| **Standalone Client** | A client account onboarded by a Channel Partner. Workflow configuration is independently managed in the standalone client account. Product Settings can be configured at the client account level. |

For a detailed comparison between managed and standalone accounts, see [Account Models and Tiers](https://help.socure.com/riskos/docs/standalone-vs-managed-accounts).

## 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.

| Capability | Standalone | Centrally Managed |
| --- | --- | --- |
| **Workflow Configuration** | Can Edit, Can test, move to live | View only |
| **Product Settings** | Can create custom product settings profiles, Can configure product settings at workflow step level | Can create custom product settings profiles, Can configure product settings at workflow step level |
| **Fraud Case Management** | Can Assign, Can Review, Can Comment, Can View, Can Evaluate | Can Assign, Can Review, Can Comment, Can View, Can Evaluate |
| **Dashboards** | View | View |
| **Reports** | View and create | View and create |
| **Configurations** (tags, statuses, queues) | Full access | No access |
| **Allow/Deny Lists** | Full access | No access |
| **Reason Codes** | View | No access |
| **Audit Logs** | View | View |
| **Users and Roles** | Full access | Full access |
| **Developer Workbench** | Full access | Full access |

**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](https://help.socure.com/riskos/docs/standalone-vs-managed-accounts#choosing-the-right-tier).

## Your first week as a Channel Partner

Follow this lifecycle to set up your Channel Partner environment:

| Day | Task | Guide |
| --- | --- | --- |
| **1** | Explore the Clients hub and review the metrics bar | [Clients Hub](https://help.socure.com/riskos/docs/clients-hub) |
| **2** | Onboard your first client account | [Onboard a Client](https://help.socure.com/riskos/docs/onboard-a-client) |
| **3** | Switch into the client's account and configure product settings | [Product Configuration](https://help.socure.com/riskos/docs/product-configuration) |
| **4** | Create users and assign roles for the client | [Users & Roles Overview](https://help.socure.com/riskos/docs/cp-users-and-roles-overview) |
| **5** | Review tier capabilities to confirm each client has the right access | [Account Models and Tiers](https://help.socure.com/riskos/docs/standalone-vs-managed-accounts) |

## Your dashboard at a glance

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

## 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](https://help.socure.com/riskos/docs/cp-roles-and-permissions#create-a-custom-role), 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](https://help.socure.com/riskos/docs/cp-manage-users) for each client to remove inactive accounts and reassign roles as responsibilities change. For a comprehensive checklist, see [Access Governance Best Practices](https://help.socure.com/riskos/docs/cp-access-governance).

## Getting started

| Task | Guide |
| --- | --- |
| View and filter your client accounts | [Clients Hub](https://help.socure.com/riskos/docs/clients-hub) |
| Onboard a new client | [Onboard a Client](https://help.socure.com/riskos/docs/onboard-a-client) |
| Understand user access management | [Users & Roles Overview](https://help.socure.com/riskos/docs/cp-users-and-roles-overview) |
| Create and manage users | [Manage Users](https://help.socure.com/riskos/docs/cp-manage-users) |
| Define and assign roles | [Roles & Permissions](https://help.socure.com/riskos/docs/cp-roles-and-permissions) |
| Configure products for a client | [Product Configuration](https://help.socure.com/riskos/docs/product-configuration) |
| Understand tier and account differences | [Account Models and Tiers](https://help.socure.com/riskos/docs/standalone-vs-managed-accounts) |
| Guide your clients to their documentation | [Client Accounts](https://help.socure.com/riskos/docs/client-accounts) |

Updated 8 days ago