---
title: "About Partner Portal"
slug: "about-partner-portal"
updated: 2026-08-15T19:44:04Z
published: 2026-08-15T19:44:04Z
canonical: "help.idibilling.com/about-partner-portal"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About Partner Portal

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.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90588.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A48Z&se=2026-11-14T11%3A58%3A48Z&sr=c&sp=r&sig=64kxrUfKRDi%2FXfDKnSwt11Hbso6gPbSCqYt1j3pFw3g%3D)

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.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90589.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A48Z&se=2026-11-14T11%3A58%3A48Z&sr=c&sp=r&sig=64kxrUfKRDi%2FXfDKnSwt11Hbso6gPbSCqYt1j3pFw3g%3D)

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:

- [Setup](https://help.idibilling.com/docs/setup-18)
- [Using the Portal](/v1/docs/using-the-portal)
- [Sales Manager Functions](/v1/docs/sales-manager-functions)