Allow PI Partners to see Client Perform Module (as we do for all other modules)

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Allow PI Partners to see Client Perform Module (as we do for all other modules). I don't see how I can help them with it if I can't even see it.

Done Global Features Suggested by: Allison L Shaw (22 Feb) • Upvoted: 24 Oct • Comments: 1

Comments: 1

16 Oct
Stefano Hernandez Admin
As of June, PI partners now can access their clients' Perform accounts as a third party user, as long as they have third party access to the client via PI software. To access a client's Perform account, first select their account from your PI company dropdown in the PI software. Once you're in your client's PI company, click "Perform" from the PI navigation menu. You will then land in your client's Perform account as a third party user.