Categories

Table of Contents

 

1. Introduction

2. Accessing the Partner portal

3. Features overview

- Customers, Partners, and Distributors pages

- Sending activation links and onboarding new tenants

- Operators page

4. Managing access and roles

5. FAQ


Introduction

 

This knowledge base article provides an overview of our new Customer Management Portal, designed to enhance the experience for partners and distributors. The portal includes a range of features to help manage customers and access important information, and in its first version will primarily replace the legacy in-app “Invoice” feature that will be retired as we migrate to the New User Experience starting 05/15/2023. As the new portal continues to evolve, more features will be available to support multi-tenant operation at scale.

 


Accessing the Partner Portal

 

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, 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.

 

 

 

The process for sending an activation link to a customer or partner remains unchanged. The "Send activation link" option can be found in the Customers page under the Actions menu. For case-by-case management, please consult your account manager.

 

 

Operators Page

 

The Operators page allows partner portal admins to manage who can access the partner portal and assign roles to users. The “Operators” tab shows all the operators that have access to the Partner portal and their role. The “Pending operators” tab shows all the users that have tried logging in. Those users can be granted access to the portal using the “Activate” action and selecting the role.

 


Managing Access and Roles

 

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. 

The roles available are:


- Viewer: operators with this role can access the Customers, Partners and Distributors pages with view-only permission.

- Admin: operators with this role can access to Customers, Partners and Distributors pages and to the operators’ management features.

 

Note: operators who are accessing the Invoice module in the legacy app have been migrated to the new Partner portal and have been given the “Viewer” role. Tenant admins in the legacy app have been given the “Admin” role also on the partner portal.



FAQ

 

What is the CoreView New Customer Management Portal?

 

The CoreView New Customer Management Portal is a dedicated application designed to enhance the experience for partners and distributors. It replaces the legacy “Invoice” module and provides a range of features to help manage customers, access important information, and perform administrative tasks.

 

How do I access the new portal?

 

You can access the new portal at partnerapp.coreview.com. Log in using the same M365 credentials you use for the CoreSuite app.

 

What features are available in the new portal?

 

The new portal includes the following features:

- Customers, Partners, and Distributors pages: Display information about organizations onboarded, the number of seats, expiry date, and the SKU purchased.

- Operators page: Allows portal admins to manage who can access the partner portal and assign roles to users.

 

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.

 

Will more features be added to the portal in the future?

 

Yes, more features will be added to the portal in the future to enhance the management of customers and provide additional functionality.

 

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.