How to attach a reseller to a portfolio

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

Time: 15 min
Category: Quick Guides

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.

Reseller

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 Addbutton
Enter My First Reseller into the Nametextbox
Click Findbutton
Locate Reseller List groupbox
Choose Apply button
After you are done, your screen will look similar to the screenshot.
Congratulations, you are done!

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