Purpose Statement
This Knowledge Base Article demonstrates how to view Business Portal Accounts of service providers submitting ITM Reports to your agency. This functionality allows AHJs to monitor and manage their relationships with external service providers, access provider contact information, and verify account status.
Background Information
Business Portal Accounts represent the relationships between your Authority Having Jurisdiction (AHJ) and external service providers who submit ITM Reports on behalf of property owners. These accounts contain essential business information including contact details, licensing information, and the current status of the business relationship. Maintaining accurate Business Portal Account information ensures smooth communication and compliance tracking with your service provider network.
Required Permissions
Business Portal Module Access - View Business Portal features
Business Portal Accounts - View - Access to view service provider account details
Video:
Step-by-Step Guide
1. Click on Business Portal and select Business Portal Accounts.
2. Account Status shows the status of the relationship between the AHJ and the Service Provider.
3. Click on eye icon to view specific details about the Service Provider.
4. Service Provider Information includes Business Name, Number, email address and business address.
Best Practices
Do:
- Regularly review Business Portal Accounts to ensure service provider information is current
- Verify Account Status before expecting ITM Report submissions from a provider
- Use the eye icon to quickly access provider contact information when follow-up is needed
- Document any discrepancies found in service provider information
Don't:
- Assume all service providers have active accounts - verify status before assigning work
- Ignore outdated contact information - prompt providers to update their Business Portal profiles
- Rely solely on Business Portal data for licensing verification - confirm credentials through official channels when required
Troubleshooting & FAQs
Q: What do the different Account Status values mean?
A: Account Status indicates the relationship state between your AHJ and the Service Provider. Common statuses include Active (full access), Pending (awaiting approval), Inactive (relationship suspended), and Rejected (application denied).
Q: Can I edit Service Provider information from this view?
A: No, Service Providers maintain their own Business Portal Account information. If you identify errors, contact the provider to request they update their profile.
Q: What if a Service Provider's contact information is outdated?
A: Reach out to the provider through alternative contact methods and request they log into their Business Portal Account to update their information.
Q: Can I see which properties a Service Provider services from this view?
A: The Business Portal Account view shows provider details. To see associated properties and ITM Reports, navigate to the ITM Reports module and filter by Service Provider.
Q: How do I add a new Service Provider to Business Portal?
A: Service Providers self-register through the Business Portal. Your agency reviews and approves their account applications. See the related article on "Managing Business Portal Account Requests."