What is The Channel Partner Portal?

This portal is where channel partners can manage and control all of their institutions’ implementations of Data Access from a single portal. Your institutions can get themselves up and running and manage settings through their respective data provider portals. However, you do have full control over every setting for all institutions so you can manage things on their behalf if needed.

Features Covered in This Guide

The following features of the Channel Partner Portal are covered in this guide.

  1. Institutions
  2. Logs
  3. Reports
  4. Legal documents
  5. Settings