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How to attach a reseller to a portfolio

Version: V2.10.6528
Added on: 08/25/16
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


How to attach a reseller to a portfolio

  1. 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)
  2. 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.
  3. Select an appropriate portfolio in the top left section of the screen.
  4. Locate     Entities  button in the top section of the screen.
  5. Choose   Resellers  menu item  from the list.
  6. Locate   Reseller Search  groupbox
  7. Click   Addbutton
  8. Enter My First Reseller into the Nametextbox
  9. Click   Findbutton
  10. Locate   Reseller List  groupbox
  11. Choose   Apply  button  
  12. After you are done, your screen will look similar to the screenshot.
  13. Congratulations, you are done!

    You have learned how to attach a reseller to a portfolio. Now you can do this by yourself.