Business Portal - Accounts

Business Portal - Accounts

Purpose:

  1. The purpose of this Knowledge Base Article is to demonstrate how to view Business Portal Accounts of service providers submitting ITM Reports to your agency. 

Video:


Instructions:


1. Click on Business Portal.


Click on Business Portal.




2. Click on Business Portal Accounts.


Click on Business Portal Accounts.




3. Click on Filter to pare down list of Service Providers.


Click on Filter to pare down list of Service Providers.




4. You can filter by Business Address, Name, Email or Phone Number. For this example, we will search by Business Name.


You can filter by Business Address, Name, Email or Phone Number. For this example, we will search by Business Name.




5. Click on Apply filters.


Click on Apply filters.




6. Click on "eye icon" to view details about the Service Provider.





7. Details about the Service Provider include all the filters previously mentioned.


Details about the Service Provider include all the filters previously mentioned.




8. Click on Columns to customize the columns that are showing on list grid.


Click on Columns to customize the columns that are showing on list grid.




9. Ability to select or deselect the columns you want visible in your Business Portal Accounts List.


Ability to select or deselect the columns you want visible in your Business Portal Accounts List.




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