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For Consultants
 
 

Administrative intranet overview

The Administrative Intranet provides all the tools and access to information that you need to administer one or more Family Business Assessments. As an assessment coordinator or consultant, your login will automatically take you to the main screen of the Intranet.

The Administrative Intranet currently enables you to:

  • View up-to-the-minute progress information for an assessment
  • Add additional participants
  • Remove a participant from an assessment
  • Change profile information about any participant
  • View and change passwords
  • Send e-mail messages to participants
  • View and change information about the company/client
  • End an assessment and request the final report

In addition, consultants use the Administrative Intranet to register new assessment cases.

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