Partner Onboarding Report

The Enterprise Admin user can view partner onboarding information in the system.

To view the Partner Onboarding report:

1. Log into the ONE system as an Enterprise Admin.

2. Click Menu/Favs > Administration > Partner Admin > Partner Onboarding.
   The Partner Onboarding screen appears.
   
   

   

   
   
   The report lists partners by the organization, and the onboarding status, as well as contact information.

3. To export the report data to a spreadsheet, click the Export to CSV button at the bottom of the screen.