Introduction
This article provides an overview of our new Partner App, designed to enhance the experience for partners and distributors. The portal includes a range of features to help manage customers and access important information. As the new portal continues to evolve, more features will become available to support multi-tenant operations at scale.
Accessing the Partner App
The new portal can be accessed at partnerapp.coreview.com. Users with the “Invoice” role in the legacy portal can log in using the same M365 credentials they use for the CoreSuite app.
Features overview
Customers, Partners, and Distributors Pages
These pages display real-time information about the organizations onboarded, the number of seats per tenant, the expiry date, and the SKUs purchased. The pages are available based on the organization type:
- Partners: can view the “Customers” page.
- Distributors: can view both “Partners” and “Customers” pages.
Sending activation links and onboarding new tenants
The process for sending an activation link to a customer or partner remains unchanged. The “Send activation link” option can be found on the “Customers” page under the “Actions” menu. For case-specific management, please consult your account manager.
Operators page
The “Operators” page allows Partner App admins to manage who can access the Partner App and assign user roles. The “Operators” tab shows all the operators that have access to the Partner App and their roles.
Managing access and roles
Partner App admins can control access to the portal and assign roles to users. This ensures that only authorized personnel can access the portal and perform specific actions based on their role.
The roles available are:
- Viewer: operators with this role can access the “Customers”, “Partners”, and “Distributors” pages with view-only permissions.
- Admin: operators with this role can access the “Customers”, “Partners”, and “Distributors” pages and the operators’ management features.
Creating operators
To create a new operator:
- Navigate to the “Settings > Operators” menu.
- Under “Actions”, click on “Add operator”.
- Enter the email address of the operator. This must be a valid Microsoft 365 work/school account.
- Select the roles for the operator.
- Confirm by clicking “Apply”.
Operators who used to access the “Invoice” module in the legacy app have been migrated to the new Partner App and have been given the “Viewer” role. Tenant admins in the legacy app have been given the “Admin” role on the Partner portal.
FAQs
Can I manage access and roles for users in the portal?
Yes, portal admins can control access to the portal and assign roles to users. This ensures that only authorized personnel can access the portal and perform specific actions based on their role.
What pages can I view based on my organization type?
The pages you can view depend on your organization type:
- Partners: can view the “Customers” page.
- Distributors: can view both “Partners” and “Customers” pages.