The Partner Portal is available to users with View Agent Portal permission via Customer Care and other web modules (Orders, Tickets, etc...). It provides an easy-to-use interface to help sales associates and their sales associate managers keep tabs on and ensure the health of their accounts. The portal opens for authorized users by clicking the IDI Billing Solutions link located in the upper left corner of every module page.
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The portal is a single page dashboard that lets a sales associate (with View Agent Portal permission) view summarized account information for their accounts, as well as the accounts of their child associates. Managers (with Manage Sales Associates permission) can use the portal to view account information for any sales associate.
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Managers can also:
Make resources and notices available to sales associates through their portal on a global or associate-specific basis.
Establish Quicklinks for sales associates to use in their portal.
Terminology
Sales Associate refers to sales agent or sales channel.
Manager refers to sales agent manager or channel manager.
Catching Up
If you're a current user of the Partner Portal, check out the enhancements that have been added since the last release in .
What's New
Version 20.11
The Portal Page name is configurable via a new Partner Portal Name setting under MANAGE > Settings > General. The name defaults to Partner Portal.
Version 20.3
This is the initial release of Partner Portal.
First Time Users
If you're a first time user, refer to the following topics to get started: