This guide provides step-by-step instructions for configuring menu access for Channel Partners in the Portal. Proper menu configuration ensures your partners have access to appropriate features based on their business needs and relationship with your organization.

Prerequisites

• Administrator access to the Portal
• The Channel Partner must already be registered in the system

Steps to Set Menu for Channel Partner/Agent:

1-Access the Administration Interface

• Log in to your Portal with administrator credentials
• Verify you are in the "ADMIN PORTAL" section (indicated in the header)

2-Navigate to Channel Partner Management

• Locate and select "Channel Partners" in the main navigation sidebar
• Click on "Manage Channel Partners" from the submenu

3-Locate the Target Channel Partner

• In the Channel Partners list, identify the partner whose menu access you need to configure
• The list displays important information including Date Added, Company, Name, Email, Phone, and Status
• Use the filter options if needed to locate a specific partner

4-Access Channel Partner Profile

• Click the "Actions" menu (three dots) at the far right of the partner's row
• Select "View Agent" from the dropdown options

5-Open Menu Configuration

• On the Channel Partner profile page, locate the "Channel Partner Menu" tab in the horizontal navigation bar
• Click on this tab to access the menu configuration panel

6-Configure Menu Permissions

In the Channel Partner Menu configuration panel:

• The left column displays all available "MAIN MENU" items
• The right column shows corresponding "SUB MENU" options for selected main menu items
• Check or uncheck boxes to grant or restrict access to specific features

Core Menu Options:

Dashboard: Overview and summary statistics

Clients: Client management capabilities

Products & Services: Product catalog access

Quotations: Quote management tools

Sales: Sales order tracking and management

Sharelinks: Affiliate marketing tools

Reports: Performance analytics

Agreements: Contract management

Sub Agents: Downline partner management

Settings: Account configuration

Documents: Resource access

Forms: Required documentation

Detailed Submenu Configuration:

Clients: Control access to Manage Clients, Client Requests, Add New Client

Quotations: Configure access to Manage Quotations and Manage RFQs

Sharelinks: Enable Sharelink Analytics, Sharelink Domains, Sharelink Settings, and Manage Sharelinks

Reports: Provide access to Commission Reports, Payouts, Payment History, Commission Settings, and general Reports

Agreements: Control access to Unsigned Agreements and Signed Agreements

8-Save Your Configuration

• After carefully selecting all appropriate menu items, click the "Save Changes" button at the bottom right of the configuration panel

• Wait for the confirmation message indicating successful menu configuration

9-Verify Configuration

• Return to the Channel Partner profile view
• Click on the "Dashboard" button to access the partner's interface
• Evaluate the portal experience from the partner's perspective, ensuring all designated menu items are properly displayed and accessible