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About Partners
A Partner is an entity, such as a brokerage, that oversees activities for multiple clients and manages their access to Quadra.
To set up a Partner level, AETI will designate a client as a Partner, allowing users to access and manage activities for all of their existing clients and add new clients as needed.
Operating as a Partner, the login process is simplified when accessing client data, plus, users can be linked to subsets of clients, creating a secure and efficient work space.
Access Partner Management
- From within Quadra, click on your name to open the drop-down menu. Click on the partner name, which appears with the Partner icon.
- The Partner Management section will appear, along with recent activity.
The Partner management section can only be accessed by Partner Managers. If you do not yet have any users designated as Partner Managers, please contact AETI.