Working in a client's environment

As a Peilaro partner you can work in the management system of your clients, when they invite you.

Your profile in the directory

On your partner page you fill in your region, the standards you work with, your experience and a short description. Choose Show me in the directory to be found by clients. The directory lists partners in alphabetical order, without ranking or paid places. Clients who came through your link can always invite you.

Accept an invitation

A client invites you from their Partners page. You get a mail, and the invitation is on your partner page under Clients you work for. Choose Accept or Decline.

Work for a client

Once you accept, the client is in your organisation switcher. On your partner page you see per client the plan, the open findings, what is due in the next 30 days and the share of clauses implemented. Open takes you straight to the client's environment.

You work there as a member. You read and write clauses, evidence, findings and audit checklists. You cannot change the client's plan, members, security, integrations, standards, auditor links, logo or processing agreement.

Everything you change is in the client's activity log, with your name and the name of your office.

When the access ends

The client can end your access at any moment, and an access with an end date stops after its last day. You can no longer open the environment then; your own office stays as it is. You can also leave yourself, under Members in the client's environment.

The client stays responsible for their data. You work in it on their behalf.