Partners
Portal Links
Give a partner a private link to a statement of deals and commissions, with an optional password
Issue a portal link so that a partner can read the statement, the deals and the documents shared by the dealership.
Requirements: The Issue Partner Portal Links permission and Partner Commission Access. The Partner Portal card does not appear without both, because the link publishes commission figures.
- Open the partner page.
- In the Partner Portal card, select Create link.
The toast Portal link created confirms the link. The card shows Open Portal, the date under Expires and the status under Password.
- In the Partner Portal card, open the menu.
- Select Language to choose the language of the page. The option Their language lets the browser of the partner decide.
- Select Copy link or Send on WhatsApp.
The toast Link copied confirms a copy. Send on WhatsApp opens a message to the phone number of the partner, when the record has one.
- In the menu of the Partner Portal card, select Set a password. The option reads Change password when a password exists.
- In New password, enter at least 8 characters.
- Select Save password.
The toast reads Password set. Anyone already signed in must enter it again. The portal opens only with the password. Send the password separately from the link.
To remove the password, select Remove password in the menu. The link then opens without a password.
- Change Link creates a new link and stops the old link. The toast reads Portal link rotated.
- Delete removes the link and the password. The toast reads Portal link and password revoked.
- A new link expires after 365 days. The Expires row shows the date.
- Without a password, anyone who holds the link can open the portal.
- Changing the password requires every device that already entered the old password to enter the new one.
- The portal page that the partner sees has its own guide.