Guides for consultants
Every Trident Help Center guide written for consultants.
Step-by-step guides
- Act as a clientStep by step, starting Act as for one of your clients from the consultant portal, choosing the role you view it as, and leaving again, with what is recorded.For consultants
- Add an organisation and invite usersStep by step, adding a client organisation to your portfolio, inviting its users with a client role, applying a code, following invitations, and archiving an organisation.For consultants
- Run a client's DPPStep by step, opening a client's Data Protection Plan from the consultant portal without Act as, adding plan modules and items, updating status, declaring, and renewing.For consultants