Editing Partner Portal Refresh (section)

== Step-by-Step: Using the Refreshed Partner Portal ==

The refreshed Partner Portal introduces several key interface and functional changes that dramatically improve daily tasks. Here are the steps to effectively use the new features:

=== 1. Navigating the New UI ===

The redesigned interface simplifies navigation with a **main left-hand menu** and an added **secondary navigation bar**. A dedicated **Billing page** improves clarity when switching between clients and administrative tasks.

Steps:
1. Use the **left-hand navigation menu** to access key sections like **Client List**, **Billing**, and **Reports**.
2. Use the **secondary navigation bar** within a selected page to move between detailed views and data filters.

=== 2. Viewing Client Information ===

Client data is now consolidated in dedicated columns, so all necessary client information is visible from one screen.

Key client data includes:
* **CNAME**
* **Plan**
* **Billing Term**
* **Grouped/Individual Limits**
* **Cancel Date**
* **Expiration Date**
* **Next Bill Date**

Steps:
1. On the **Client List** screen, view consolidated client data across columns.
2. Hover or click any column for inline details or account actions.

=== 3. Applying Filters and Search ===

The enhanced **filtering** system allows you to create and apply complex queries for precise results.

Available filter fields include:
* **Account Status**
* **Plan Type**
* **Billing Term**
* **Contact Limits**
* **Next Bill Date**

Steps:
1. Click on the **Filter** icon at the top-right of the **Client List** section.
2. Select multiple filters as needed to generate unique data queries.
3. Results appear in real time, reflecting all matching parameters.

=== 4. Saving Personal Views ===

For recurring queries, you can save filter combinations as reusable **personal views**.

Examples of personal views:
* **Upcoming Renewals**
* **Over-Limit Accounts**
* **New Trial Sign-Ups**

Steps:
1. Apply filters as desired.
2. Click on the **Save View** button.
3. Enter a name for your personal view and confirm.