Dev Partner Dashboard

Some lessons in this course may be grouped in to modules. Click Start This Course to take any of the lessons below.

Get familiar with your Developer Partner Dashboard!

Lessons

Marketing

Author: Nick Leech

The Marketing section in your partner dashboard under Home –> Marketing allows you see your developer sign-up URL, upload your own logo to go on your sign-up form, as well as update a logo to be shown within your clients IDX Dashboards. Signup Link: The signup link is important in that it ensures the clients […]

Payback Report

Author: Nick Leech

Within your Partner Dashboard you can view all of your partner payback reports under Home –> Payback Report In the top right hand corner you can select which payback report month you would like to view and can also export that report as a CSV. Below that you will have the Report Information within the […]

Developer Partner Client Search

Author: Nick Leech

Within your partner dashboard you can access every single account that is under your developer code. Once you log-in go to Clients –> Client Search. At the top you will notice a bunch of fields which you can use to filter your clients. Below the filters will be the list of all of your actual […]

Client Export

Author: Nick Leech

Within your partner dashboard go to Clients –> Exports –> Create. This section will allow you to run reports on your clients, and export information based on whatever filters you specify. The top section will allow you to choose which fields you want exported. Whatever fields you select will be added to the exported file. […]

Account menu in your Partner Dashboard

Author: Nick Leech

The account menu item is broken out into many sub-menus and allows you to manage your developer partner account. The first sub-menu item under the account tab is the message center. This section normally wont have much other then cancellation e-mails. The second sub-menu item is account notes and will show you information such as […]

Go to Top