Review the portfolio
Open Partner to see the client accounts you are authorized to manage. Use setup and attention indicators to decide which account needs work, then enter that client context before changing anything.
Keep account boundaries clear
Confirm the client name and workspace on every page. Client contacts, messages, credentials, billing, numbers, and reports belong to that client and should not be copied between accounts without authorization.
Partner-level summaries help prioritize work. Open the underlying client and record before taking action or explaining a result.