Give a partner access
A Peilaro partner is a consultant or auditor who works with Peilaro. You can let a partner work in your management system, for example to help you write how you comply or to do your internal audit.
Find and invite a partner
Owners and administrators go to Partners in the account menu. There you see the partners in alphabetical order, with their region, standards and experience. Nobody pays for a place in this list. Filter on a standard or a region, and choose Invite.
If you came to Peilaro through a partner, that partner is shown at the top, also when they are not in the list.
You can give the access an end date. Without one, the access runs until you end it.
What a partner can do
The partner gets a mail and accepts or declines on their own partner page. Once they accept, they work in your management system as a member: they read and write clauses, evidence, findings and audit checklists.
A partner never becomes an owner or administrator. They cannot change your plan, members, security, integrations, standards, auditor links, logo or the processing agreement. A partner does not count toward your number of users.
Everything a partner changes is in your activity log, with their name and the name of their office.
End the access
Go to Partners and choose End access. The partner can no longer open your environment, at once. What they did stays in your management system. An access with an end date stops by itself after its last day.
Partner access is available on every plan, during a trial and on a complimentary plan. A read-only organisation cannot give a partner access.
A partner who earns a fee
If you came to Peilaro through a partner, that partner earns a fee when you pay for Peilaro. We say so on your organisation page and in the list of members, so you always know.
Still a question? Email info@peilaro.nl.