Partner Dashboard
Your firm's home screen, invite colleagues and families, and track their progress.
The Dashboard is where your firm lands after signing in. It does two jobs: it gives you the two actions you will use most, inviting colleagues and inviting families, and it reports how the families you have invited are progressing.
Table of Contents
What Is on the Dashboard
- Invite your team members: takes you to My Team and opens the invite dialog.
- Invite a family: takes you to Families, where you invite a household.
- Your metrics: four counters covering families and their progress.
- My Team: everyone at your firm, listed below the metrics.
Both invite buttons are shortcuts rather than dialogs of their own. Selecting either moves you to the matching section with the invite already open, so you can also get there from the sidebar.
Your Metrics
The four counters answer how your firm is doing, in order of the funnel:
| Counter | What it counts |
|---|---|
| Families Invited | Households your firm has sent an invitation to |
| Families Joined | How many of those accepted and created an account |
| Completed Personal Visions | Individuals within those families who finished their personal vision |
| Completed Family Visions | Households that finished a shared family vision |
The gap between Invited and Joined tells you who needs a nudge; the gap between Joined and the two vision counts tells you which families have signed up but not yet started the work.
My Team
Below the metrics, My Team lists everyone at your firm.
Each row carries:
- Team member: their name and email
- Role: Partner Admin for the person who created the account, Partner Advisor for colleagues
- Status: Active once they have accepted
- Invited families: how many households that individual has invited, so you can see contribution per advisor
Search, Filters, and Columns let you narrow or reshape the table as your team grows.
Invite a Team Member
Selecting Invite your team members opens the My Team page with the invite dialog ready. Adding a colleague uses an advisor seat, and the two roles differ in what they can change, see My Team for the whole flow, along with the table's views, filters, and column controls.
Invite a Family
Invite a family takes you to the Families section with its invite dialog open. Families invited this way appear in your Families Invited count, and move to Families Joined once they accept.