Partner Area and client area access

• The Partner Area is your dashboard: it brings together every client attached to your firm and lets you add new ones.
• From that dashboard you open each client’s client area, where the client, their orders and their beneficiaries are managed.

No access to the Partner Area? Contact your contact person at Monizze.

The Partner Area has two buttons, depending on your client’s situation:

• Create a new client — for a client not yet with Monizze. Follow the steps shown.
• Request access — for a client who is already a Monizze client. They receive an email they have to accept; once accepted, they are added to your Partner Area.

In both cases you then open their client area from your dashboard.

You decide who within your firm can access the Partner Area.