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How does the Solution Sage control panel work and why use it?

The Solution Sage control panel makes it easy to manage the administrative tasks involved in using the Middle Market Business Assessment with your clients.

And it's easy to use: after you have registered, simply enter your user ID and password in the login area in the lower left corner of any page on this web site. You'll select a user ID and password when completing the registration form.

Once you have correctly entered your user ID and password and clicked the login button, the next screen you see is a list of your active Middle Market Business Assessment cases. From there you can:

  • Monitor progress of any assessment case or participant
  • Update information about the company and participants
  • Conclude individual assessment cases and request the Solution Sage report

Complete instructions on the use of the control panel can be found in the Knowledgebase under Administrative Tools.

 

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