We're excited to announce a revitalized Partner Portal experience, featuring new navigation and advanced filtering. This update delivers a modernized, unified user interface with enhanced data visibility, saved personal views, and significantly faster loading times, ensuring your team can work more efficiently.
Key Features
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Updated Navigation
A more intuitive and simplified user interface with main navigation on the left, a secondary navigation, and a dedicated billing page for clearer movement between screens.
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Higher Data Visibility
A holistic view of clients with essential data points (CNAME, plan, billing term, grouped/individual limits, cancel date, expiration date, next bill date) consolidated into clear, dedicated columns, eliminating the need to click through multiple screens.
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Advanced Filtering & Search
The ability to apply multiple, granular queries to client lists (e.g., by account status, plan type, billing term, contact limits, next bill date) to quickly pinpoint exact information.
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Saved Personal Views
The option to save filter combinations as "personal views" for one-click access to customized, pre-filtered client lists (e.g., "Upcoming Renewals," "Over-Limit Accounts," "New Trial Sign-ups").
Benefits
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Leverage a more modern, intuitive, and simplified user interface
Make navigating within the Partner Portal a breeze, while benefiting from faster loading times, allowing your team to save time and energy while making updates.
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Take a more holistic view of clients
Essential data points, and advanced filtering/search that allows your team to quickly pinpoint the information they need. You can also save filter combinations as “personal views” for a simple one-click access to customized client lists.