Partner Portal

As a payer, you can configure the Partner Portal. To do this, on the toolbar, click Portal Configuration (). On the Partner Portal tab, as an administrator, you can:

  • Customize the homepage content (change the page formatting, fonts, and so on) using a user-friendly HTML editor.
  • Edit or update your organization's information.
  • Add useful links and enter organization contacts.
  • Visit the partner facing application to view how your content is displayed.
  • View notifications and receive emails on all your partners' actions on the Partner Portal.
  • Copy and publish the application URL on your organization website to make it easy for your partners to access Onboarding and Testing Cloud Service.

To edit the information on this tab, at the top right, click Edit.

Once you save the portal configuration, the portal configuration becomes applicable to be visible to the partners and you can publish an Onboarding and Testing Cloud Service unique portal URL, for example, https://onboarding.sandbox.kollab.link/#/portal/edifecs, on your website (the link is generated as soon as the Onboarding and Testing Cloud Service subscription for your organization account is enabled). And share this link with your partners, so that they can use the link to access Onboarding and Testing Cloud Service, as partner users, without any subscription.

To get the link, at the top of the Partner Portal tab of the Portal Configuration () section, click Copy URL to copy the link to the clipboard.