⚙️ Basic Partner Setup: Creating and Customizing Client Workspaces

How to set up personalized environments for your clients
As a Code Contract partner, configuring tailored workspaces for your clients is essential to adapt the platform to their needs and deliver a professional, efficient service.

Step 1: Create a New Workspace for a Client

• Log in to the Partner Dashboard in Code Contract
• Select the option to create a new workspace or account
• Enter the client’s basic information: name, email, and relevant details

Step 2: Customize Corporate Branding

• Upload the client’s logo to reflect their brand identity
• Set the organization name and other visible details

Step 3: Configure Legal and Tax Information

• Add the client’s tax data for invoicing and legal compliance
• Double-check the information to avoid future issues

Step 4: Set Up Initial Users and Permissions

• Add users who will operate within the client’s workspace
• Assign appropriate roles and permissions to ensure security and efficiency

Tips to Optimize Setup

• Communicate with the client to confirm requirements before completing setup
• Document the configuration for future reference
• Use templates and standard settings when possible to save time