1. Create a Holded account of type Management/Consultancy
Create a Holded account and select the Management/Consulting option.
Log in to Holded and click on Register on the top right hand side
Enter your contact details
Select Consultancy/Advisory and fill in the fields with full details
Click on Create account
2. Apply for access to the Partner Programme
The Partners programme allows you to digitise the processes of your consultancy, as well as expand your portfolio through the private Marketplace and the public directory.
Go to Advisory Services from the navigation bar.
Click on the Send request button
Confirm the operation
The preconditions for acceptance are: to have a consultancy type Holded account, to comply with the subscription payment and to be an agency, consultancy or external CF.
3. Complete your profile
Once your application to join the Partner programme has been accepted , you will need to complete your profile to be listed in the private Marketplace and in the public directory.
Go to Consultancies> My Portal
Click on the Complete profile button
The Profile window will open where you can add all the necessary details.
When you have completed the available fields, click on Submit
Please note that before being published, your profile will need to be reviewed. Also, each change you apply will go through a new review process.
4. Assign a role to your managers
To be able to manage customer accounts, it is essential to have a specific role . Therefore, you will have to invite the employees of your consultancy to your Holded account and assign them either the predefined role of Administrator or Account Manager.
From the Menu, click Settings>Account>Users
Click on the Invite users button at the top right of your screen.
Type in the email address of the person you want to invite
Select the role you want to assign
Click on Invite
5. Manage requests and accept a collaboration
After a Holded user has found your consultancy on the Marketplace, they can send you a message and finally ask you to collaborate. To start this collaboration, you simply have to accept their request.
Go to Consultancies> My portal
Go to the Requests tab
Select the conversation
Click on Accept collaboration
Confirm the action
6. Ask the client for access to their account
Once the collaboration request has been accepted, your new client will need to grant you access to their account in order to start collaborating actively. Share the steps below with your client or show them this video:
Open the conversation from the My Advice toolbar.
Click on the Grant access button in the top right hand corner
Select the role from the available roles
Save
7. Configure the KPI notifications
The KPIs indicate the volume of pending activities for each client account. You can configure whether to display notifications for all available KPIs or only for the ones that are most useful to you.
Go to Consultancies> My portal
Click on the cogwheel in the last column.
Select for which type of activities you want to receive notifications
Click on Save
8. Assign an account manager
Each customer account can have one or more people in charge of managing their tasks and pending activities. Simply select their profile and assign them.
Go to Advisories> My portal
Select the client account
In the Account managers section, click Add
Select the people you want to assign to the account
Click on Confirm
9. Access your client's Holded account
Log in to your customer's account to find out the general status of your customer's business. Depending on their subscription plan and the roles and permissions they have granted you, you may have full or partial access.
Go to Consultancies> My portal
Select the client account
Click on Log in to account at the top right of your screen
Or, if you prefer, click on the icon shown in this image:
10. Complete a pending task
As with the account login, you will only be able to see the pending activities that your client has chosen to share with you.
Go to Advisories> My portal
Select the client account
View the details of pending activities by section
To carry out a task, click on the Go to button in the relevant section, such as Go to journal.
11. End a collaboration
Once a collaboration has ended, you will lose all access to your client's account.
Go to Consultancies> My portal
Select the client account
Open the three-dot menu (⋮) in the top right-hand corner
Select End collaboration
Confirm the action