Partner Portal UI Update

Introduction

At the heart of our newly launched Partner Portal UI lies the principle of minimalism. Our goal is to deliver a streamlined, clutter-free home screen, fostering a more efficient and user-friendly experience.

The latest Partner Portal UI has been compartmentalized into four primary sections for ease of navigation:

Project, Commercial, Support, and Settings.

The newly released Partner Portal UI

Project

Under the Project section, two options could be discovered: Lead Registration and Portal Account Request.

Lead Registration

New UI: Lead Registration
Legacy UI : Lead Registration

Portal Account Request

New UI: Portal Account Request
Legacy UI: Portal Account Request

Commercial

Within the Commercial section, Order History could be accessed.

Order History

New UI: Order History
Legacy UI: Order History

Support

The Support section includes Support and Resources.

Support Tickets could be accessed within the Support section.

In the Resource section, Documentation & Webinars and Trainings options could be found.

Support Tickets

New UI : Support Tickets
Legacy UI : Support Portal

Documentation

New UI: Documentation
Legacy UI: Documentation Sharing

Webinars and Trainings

New UI : Webinars and Trainings
Legacy UI : Webinars and Trainings

Settings

The Settings section includes Company, Financial Entity, Device, User and Chat management.

Company

New UI : Company
Legacy UI: Companies

New Feature: User Impersonation

Within the Company section, we're introducing a brand-new feature: Impersonate User.

This feature allows our reseller to have the capability to act as or impersonate the user registered under their reseller account.

Select the desired company for impersonation, then click on the associated purple link

Select a user from the dropdown

Click the "Impersonate" button to start impersonating the user

 

The web browser will be automatically redirected to Analytics Manager V9 and a banner will consistently appear across all pages within Analytics Manager V9
Click "End Impersonation" button to end impersonation session

When the impersonation session is terminated, the reseller will be redirected back to the Partner Portal.

Financial Entity

New UI: Financial Entity
Legacy UI : Financial Entity

Device

New UI: Device
Legacy UI: Device

User

New UI: User
Legacy UI : User Accounts

Chat management

New UI: Chat Management
Legacy UI: Chat Management

This guide is designed to help you navigate the new features and changes implemented in the Partner Portal UI.

Updated on September 27, 2024