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| Name | Company | Status | Date |
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| # | App ID ↕ | Name ↕ | Email ↕ | Phone ↕ | Company ↕ | Type ↕ | Status ↕ | Date ↕ | Actions |
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READ ONLY
| # | Name ↕ | Email ↕ | Company ↕ | Job Title ↕ | Doc Type ↕ | Volume ↕ | Date ↕ |
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| # | Company ↕ | BU ↕ | Project ↕ | Duration ↕ | Budget ↕ | Eff. Date ↕ | Expire Date ↕ | Email ↕ | Contact Name ↕ | Phone ↕ | Date ↕ | Status ↕ | Edit |
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READ ONLY
| # | Company ↕ | Email ↕ | Priority ↕ | Category ↕ | Subject ↕ | Description ↕ |
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| # | Email ↕ | Name ↕ | Group ↕ | Status | Phone ↕ | Created ↕ | Edit |
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PARTNER PORTAL
Manage the downloadable files partners see in the Partner Portal.
| Name | Permissions | Users | Actions |
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This locks the applicant's submitted form and documents, and moves this application to the contract-signing stage. They will no longer be able to edit their form or replace what they've already uploaded.
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A reason is required — this is shown to the applicant.
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A reason is required — this is shown to the applicant.
This re-opens the wizard and extends the submission deadline to 7 days from now. The applicant will be notified by email.
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Capabilities come entirely from the group's permissions.
Group, access, and super-admin changes take effect the next time this user reloads or logs in.
Required — a group-less user can't access the admin console at all.
An invite email is sent so the new user can set their own password. Every user created here starts as a Member — promote to Super Admin later via Edit User, if needed.
| Feature | None | View | Manage |
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