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Quick Guides
How to attach a reseller to a portfolio
Version:
V2.10.6528
Added on:
08/25/16
Difficulty:
Time:
15 min
Category:
Quick Guides
Prerequisite Tutorials
Name
Added On
Difficulty
Time Required
Description
Creating a reseller
06/10/14
15 mins
This tutorial will teach you how to create a new
Reseller
and configure its settings.
Navigating Portfolio perspective
12/30/15
15 mins
In this easy tutorial you will learn how to navigate
Portfolio Perspective
as well as make basic operations with a portfolio.
Useful Terms
Reseller
How to attach a reseller to a portfolio
Are you ready?
In this tutorial we will learn how to attach a
reseller
to a portfolio.
We will use the following parameters:
Portfolio
: My First Portfolio (created in the
Navigating portfolio perspective
tutorial)
Reseller Name
: My First Reseller (created in the
Creating a reseller
tutorial)
Log in to the system using your Username and Password and switch to the Management => Portfolio Perspective.
Note: To learn how to log in and select perspectives, use the prerequisite tutorial
Logging in and navigating the application
.
Select an appropriate portfolio in the top left section of the screen.
Locate
Entities
button in the top section of the screen.
Choose
Resellers
menu item from the list.
Locate
Reseller Search
groupbox
Click
Add
button
Enter
My First Reseller
into the
Name
textbox
Click
Find
button
Locate
Reseller List
groupbox
Choose
Apply
button
After you are done, your screen will look similar to the screenshot.
screenshot
Congratulations, you are done!
You have learned how to attach a reseller to a portfolio. Now you can do this by yourself.
Tags
Reseller
Portfolio
Portfolio perspective
View all available tutorials