Roles
Three desks
Owner Command, Business partner (View-as / real Partner role), and Client portal — keep them distinct.
Jireh Profits
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Jireh Profits
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Profile
Owner / Support can open Business partner profile under View-as Business partner, or Client portal profile under View-as Client.
What this isResults-driven identity for the active desk role.
How it helps youOwner desk · switch lens from the shell banner
Owner
Business partner craft fields live under View-as Business partner → My profile. Client-facing identity lives in the portal profile (seed fields only — gaps stay gaps).
This is not a managed Partner account. Managed desks live under Partners.
Roles
Owner Command, Business partner (View-as / real Partner role), and Client portal — keep them distinct.
Planning
Use Profit Planner for guardrails, Academy / Resources for education, and Terms for the engagement contract.
Privacy
Profile fields stay blank until filled. Managed partner contact data is never fabricated for demos.