Open a customer's dashboard

Look at a customer’s own dashboard in a read-only session: how to open it, what you can and cannot do inside, and how it ends.

From the board, Open gives you the customer’s own dashboard in a read-only session. Every session lasts at most 12 hours, is recorded in the customer’s audit log and yours, and the customer can end it at any time. Opening needs the Analyst or Admin role and an active partner account.

1. Press Open on the customer's row

   The dialog explains what happens: “Opens slug read-only, as you. It stays open for 12 hours or until you end it; opening it again continues the same session. The customer of record can end this session at any time from their dashboard.”

2. Add a ticket reference

   One optional field: Ticket reference. It is “Shown to the customer as the reason; without one it reads ‘account view’. Do not paste customer data.”

3. Confirm

   Press Open customer name. The customer dashboard opens in the same tab with a banner across the top, and the dialog reports whether the customer was emailed: “The customer of record has been e-mailed about this session.” or, later the same day, “No new notice: the customer was already told about partner access today.”

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Inside the customer’s dashboard

A banner stays at the top: “Read-only view by your partner name as your email — reason — ends time left”, with an End session button. Your role chip reads Partner (read-only).

You can read what a customer member with the Read role can read: sessions, activity, findings, machines, policies, incidents and the audit trail. You cannot change a policy, arm or disarm enforcement, decide an approval, invite or remove a member, change settings or send data into the workspace. A control you cannot use is hidden; a request that tries is refused with “Not available in a delegated session — this needs the customer’s own sign-in.” Approvals are not visible at all.

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How sessions behave

• 12 hours. The lifetime is fixed. Afterwards the dashboard says “This partner session expired (sessions last 12 hours). Reopen it from your partner console.”
• Reuse. Opening the same customer again while your session is live continues that session. Each open is still recorded.
• One customer per browser. Opening a second customer while another is open is refused: “Another tenant is already open in this browser. End that session first (End session in its banner), then open this one again.”
• Ending. End session in the banner, or End now on the console’s Sessions page, ends it at once. The customer can end it from their side too; see Your workspace is managed by a partner.

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The Sessions page

Sessions in the console lists Live sessions and Recent sessions with Operator, Customer, Reason, Opens (first open plus each reuse), Created, Expires and Ended by. Ended by tells you who closed a session: your operator, Quint staff, the customer, the customer of record through the notice link, or “Expired — not ended by anyone”. A session the customer ended is your signal that they objected.

End now is available to an Admin for any session and to an Analyst for their own.

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If this fails

What you see	What it means	What to do
”No access grant recorded for this customer”	The customer, or Quint, revoked your standing access	Ask the customer, or your Quint contact, to grant access again.
”The access grant for this customer has expired”	The grant reached its end date	Ask your Quint contact to renew it.
”This customer is suspended — opening it is unavailable until it is reinstated”	Quint has suspended the workspace	Contact Quint.
”Opening a customer requires the analyst or admin role on this partner”	Your role is Viewer	Ask a partner Admin.
”This partner session was ended. Reopen it from your partner console if you still need access.”	Someone ended the session	Open again from the board. The customer is told again if it is a new day.

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Next

• Audit and sessions
• Your workspace is managed by a partner, the page your customers read