Help Center

Back to home

Help Center

Partner Program

Partner Program

Learn how to leverage the partner portal, get certified, and add business processes to improve your business.

Partner Portal

FAQ's on Partner Portal

Overview of Partner Portal

Add an Admin to Partner Portal

Add users in Partner Portal

Add your Firm's Logo to Jirav Partner Portal

Cloning Accounts in Partner Portal

Add a Company

Deleting Accounts

Adding/Removing Users to Jirav Accounts in Partner Portal

Upgrade your Jirav account in Partner Portal

See more

Firm Onboarding

Firm Onboarding Program

Defining the Standard Dashboard & Reporting Template

Certification

Certification Exam Sign Up

Certification - Reporting & Dashboards

The Advisory Conversation with Jirav Lite - End to End video of Lite

The advisory conversation with Jirav Lite - learning capstone

Starting the Advisory Conversation - Complete Video

Create the T12M KPI

Add the T12M KPI to the Executive Summary Report

Create the T12M KPI Dashboard

Create a Custom Group Tile

Have the Advisory Conversation

See more