Partner Portal Update

16th November 2017

PRODUCT

With our latest development release, we have completely overhauled our partner portal design and functionality. Let’s take a look!

NEW! Brand new design

The overhaul in design brings a fresher, more professional feel to the part portal. Also, you are now able to track how many live, trail, expired trial and lost live accounts you have.

NEW! Reporting

You can now schedule and manually run reports for your companies directly from your partner portal. You can schedule them to run evert day, week, month or year and you can select which companies to run them for.
You can also view every generated report through your partner portal, and see if they were manually created or scheduled.

 

NEW! Multiple partner users

You can now add multiple logins to your partner account, so that your staff can login under their own name. This has been set up with the view to adding some audit logs, to store which user has performed which task.

NEW! Send company broadcasts

You can now send company broadcasts directly from your partner portal dashboard. You can select multiple companies, or just one.

If you would like to know more about the partner portal, or its functionality you can find help articles on our knowledge base here.

Written by Sherree Tibbs

Customer Care Team Manager - Staff Squared

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