The portal is a dashboard view that organizes information for a specific sales associate on five tabs: NOTICES (default view on log-in), ACCOUNTS, TICKETS, ORDERS and RESOURCES.
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By default the view presents information for the currently logged in user. Sales associates with View Agent Portal permission can also view account information for any of their child sales associates by making a selection in the Sales Associate drop down menu.
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All child associates of the associate who is currently logged in are presented in this drop down. On selecting another associate the page will refresh with information for the selected associate’s accounts, tickets and orders.
Sales managers with Manage Sales Associates permission can select any sales associate from the Sales Associate menu including end-dated associates. The same information will display for the sales manager as for the sales associate.
Quicklinks
When quicklinks are available, they’re displayed across the top of each tab.
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View Menu for Toggling Between Sales Agent Portal and My Work
The View drop down menu lets users who require access to both the Partner Portal and My Work toggle between those two views.
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Note
My Work is the dashboard view for Customer Care users and is not intended for sales associates unless they have assigned tasks in Customer Care.
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In this case they would also require any applicable permissions (for example Manage Customers).
Searches
The ACCOUNTS, TICKETS, ORDERS and RESOURCES tabs have a search function that lets you filter the list of items on the tab.
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The search will return a list of partial matches based on the text you enter. Search on no text (empty search field) to return the full list.