PartnerPortal.io

Now that you got started with your portal, let's finish setting everything up.

Portal Set Up

Set up SSO with PartnerPortal.io using Auth0, supporting providers like Okta for secure, seamless access.

Single Sign-On (SSO) with PartnerPortal.io

This article will walk you through the steps on how to add or edit any Billing and Company Information.

How to edit Billing and Company Info

Account Set Up

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

How to use the Dashboard

This article will help guide you through the available customization options available as an Admin of PartnerPortal.io

How to Customize Your Portal Branding

This article will walk you through the steps on how to insert an image to your portal

How to Insert Images

This article will help walk you through the Announcement section in Partner Portal

Announcements

This article will show you how you can embed a video in your Announcements for partners to view in their Dashboard.

How to Embed Video in Announcements

Dashboard

This article will walk through the steps to add team members to the admin side of your portal.

How to Add Your Team

We'll walk through the necessary steps to suspend an account.

How to Suspend an Account?

This article will walk you through the steps on how to edit the roles & permissions for admin users.

How to Update Admin Roles & Permissions

Learn how to set up your team to the portal admin account

Team

Find answers and get help from Intercom Support and Community Experts

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