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How to use the Dashboard

This article will help walk you through features on the Dashboard of your Partner Portal

Updated over 10 months ago

Upon login, to your PartnerPortal.io, the first screen you will see is your Dashboard.

Your dashboard will display the following:

Updates and Announcements:

  • Keep your partners updated on any changes! Learn more about how to add these to your Dashboard in this article.

Unprocessed Leads:

  • These are new leads that have come in and that need action

Partner Applications:

  • New partners who have recently registered for your partner program and are awaiting your approval.

Recent Payments:

  • Payments that have recently been made to your partners.

  • This can include “Pending” and “Completed”

Upcoming Payments:

  • Payments that are upcoming to your partners

From your dashboard, you can access all sections and tabs of your portal.

Please note, that this is an Admin view and not a Partners' view. Feel free to take a look at what a partner account looks like here.

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