Partner Portal

Getting Started

• How do I log in?
• How do I reset my password?
• I didn’t receive the password reset link, what should I do?

Connections

• I received an email notification about a new connection. What should I do?
• How long do I have to respond to a new client connection?
• I reached out to the client but haven’t received a response. What should I do?
• I wasn’t able to reach the client. How should I close the connection?
• The client contacted me after I closed their connection. What should I do?
• The client’s service process is lengthy. Should I keep the connection open the entire time?
• How do I connect an individual to another resource?

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Technical Issues

• I didn’t receive the password reset link. What should I do?
• There’s an error on the page, what should I do?
• The page isn’t loading or looks broken, what should I do?