See Partner Admin Link in Action
Real product screenshot — not a mockup. This is what you see when managing PAL attribution across engagements.
Know Your Coverage at a Glance
The Coverage Scorecard shows a hero ring with your overall PAL coverage percentage, plus key metrics: active engagements, consultants linked vs. total, needs action count, total ACR tracked, and average days to link. The engagement table below breaks down each customer with domain, consultant count, linked ratio, status (Active/Pipeline), and end date.
Every Consultant, Every Customer
Engagement Sources shows each customer engagement with assigned consultants listed by name. Status badges show linked (green), sent (cyan), and pending (yellow) per consultant. Unlinked and overdue consultants are highlighted with Send/Resend buttons. The "Close the Coverage Gap" bar at the bottom shows how many consultants still need links with a one-click "Send All Remaining" bulk action.
Real-Time Attribution Tracking
The Activity Feed shows a chronological stream of every PAL event: engagements created, consultants added, notifications sent, PAL established, and overdue alerts. Each event shows the consultant name, customer domain, and timestamp. The summary bar at the bottom tracks total linked, sent, and pending counts across all engagements.
Magic Link Generation
Each consultant gets a unique link per customer engagement. One link per consultant per customer — PIE handles the routing automatically.
Bulk Send All
One click sends magic links to every unlinked consultant across all engagements. The "Send All Remaining" button shows exactly how many consultants need links. No more chasing individuals through email threads.
PAL Coverage Scorecard
Hero ring shows overall coverage percentage. Key metrics: active engagements, linked vs. total consultants, needs action count, total ACR tracked, and average days to link. Engagement table breaks down per-customer status.
Engagement CRUD
Create, update, and archive customer engagements with domain, status (Pipeline/Active/At Risk/Complete), deal value, and end date. Domain autocompletes from your engagement history. Full lifecycle management.
Consultant Management
Add team members from your Workforce roster or enter manually. Multi-select "Add Team" picker pulls from Workforce with names, roles, and certifications. Each consultant tracks across multiple engagements.
Activity Feed
Chronological stream of every PAL event: engagements created, consultants added, notifications sent, PAL established, and overdue alerts. Each event shows name, domain, and relative timestamp.
Email Template Picker
Choose between PAL Setup (focused on the consent step) and Engagement Setup (broader onboarding context) email templates. Templates include the magic link, consultant name, customer domain, and clear instructions.
Overdue & Unlinked Alerts
Consultants who haven't completed the PAL process are highlighted with day count and Resend buttons. The "Close the Coverage Gap" bar shows exactly how many links are outstanding across all engagements.
Domain Autocomplete
Customer domain field autocompletes from your engagement history and SOW Analyzer results. Domain at the Gate ensures every engagement is tagged to the right customer — no typos, no duplicates.
Engagement Archiving
Archive completed engagements with soft-delete. Activity history is preserved — you can always look back at who was linked, when, and for which customer. Consultant archiving also tracks retention history.
Branded XLSX Export
One-click export generates a branded Excel workbook with engagement summary, consultant status per customer, linked/pending/sent counts, and ACR tracking. PIE-branded formatting — ready for leadership reporting.
RBAC Enforced
Viewer role sees the scorecard and activity feed but cannot create engagements, send magic links, or archive. All write operations gated at both frontend and backend. Shared mailbox configuration alerts prevent email issues.