Note: only users with the Access Administrator role has permission to grant and remove access, and only the Commspace team may add a user as an Access Administrator.
Activate this feature and nominate your Access Administrator by completing this form.
Checks before granting access
The partner needs to be a Responsible Partner.
Partner needs to have a valid email address.
Ensure no other partner shares the same email address.
A partner shouldn't already have another Commspace login; if they do, please contact Support.
Granting access to partners
As an Access Administrator, in your office settings under the 'Partners' section you will notice a few extra buttons:
Select the partner(s) for who you wish to grant/remove access, and click on the relevant button depending on your desired result:
Grant Access: this will grant a partner access to their own Commspace profile. An additional fee for using this feature will automatically be added to your monthly billing from the next month onwards.
Remove Access: removes the access of a partner's own already existing Commspace profile. This doesn't remove them from Commspace, only removes their Commspace access. The additional fee will be removed from your billing.
💡Top tip
If you remove a partner after the 20th, you might still be billed for the partner in the following month.
You can have a look at which partners have Partner Access by managing your columns in your Partner Settings:
Terminology:
Access Granted | Access has been granted and the partner has their own login which they can use to view their own data (as well as any other partner linked to them). |
Access Billable | This indicates that the partner has access and they are being billed for this feature. |
Linked Partner | When an adviser has multiple partner records and needs a comprehensive view of their data, we link the records together and only bill them for a single partner. This can only be done by our Accounts team. |
If you want an additional user to have access to a partner's information (such as an assistant), please reach out to [email protected].
What happens now?
The partner will receive an “Activate your Commspace account” email:
They need to select “Activate account”
Once they’ve clicked on "Activate Account", they will be redirected to Commspace to complete their login details.
The selected partner(s) can now log into Commspace with their own login details to view their own Commspace information:
💡 If your adviser's information on their reports doesn't look quite right, please have them click "Enable Editing" at the top of the Excel report.
For further information, contact us on [email protected].