Partner Dashboard

The partner dashboard is your central hub for managing incident response across all your client organisations. It provides an at-a-glance overview of client activity, playbook status, and any items requiring your attention.

Dashboard Layout

The partner dashboard is organised into the following sections:

Client Organisation Overview

A summary of all client organisations you manage, showing:

Total number of client organisations
Number of active playbooks across all clients
Clients with recent activity (last 7 days)
Clients with overdue playbook reviews

Activity Feed

A chronological feed of significant activity across your client base, including:

Incidents declared by client organisations
Playbook edits and customisations
Drills completed
PDF exports generated
Team membership changes

The activity feed can be filtered by client organisation, activity type, or date range. This helps you quickly identify which clients need your attention.

Alerts and Notifications

The dashboard highlights items that require partner attention:

Active incidents— Client organisations with currently active incidents
Overdue reviews— Playbooks that have not been reviewed within the recommended cycle
Expiring collaborator access— External collaborator access that is approaching its expiry date
Onboarding incomplete— Client organisations that have not completed the onboarding wizard

Daily Check-In

Make a habit of reviewing the partner dashboard at the start of each working day. The alerts section ensures you do not miss critical client activity, and the activity feed gives you context for any support conversations.

Navigating to Client Organisations

From the dashboard, click on any client organisation to view their specific details, including their playbook portfolio, team members, recent activity, and audit log. As a partner, you can view client playbook content but cannot edit it — editing is reserved for the client organisation's own team members and assigned collaborators.

Activity Monitoring

The partner dashboard provides aggregated metrics to help you monitor engagement across your client base:

Average number of active playbooks per client
Drill frequency across clients
Incident volume trends
Client engagement scores based on platform usage

These metrics help you identify clients who may need additional support or encouragement to maintain their incident response readiness. For details on managing individual clients, see Managing Client Organisations.