---
title: "Getting Started with the ClickTech Partner Portal"
url: "https://cpp-knowledgebase.clicktech.com/en/article/getting-started-with-the-clicktech-partner-portal"
language: "en"
last_updated: "2026-01-20T17:00:26.651Z"
---

# Getting Started with the ClickTech Partner Portal

This article explains what the ClickTech Partner Portal is, what you can do within it, and where to start after logging in for the first time.

### **In this article:**

-   What the ClickTech Partner Portal is
-   What you can do in the Portal
-   How the Portal is organised
-   Where to go first after logging in

### What is the ClickTech Partner Portal?

The ClickTech Partner Portal is your central hub for working with ClickTech—requesting Microsoft Advertising support, tracking activity, accessing resources, and managing your team.

### What You Can Do in the Portal

The Portal brings together all key actions and information related to your Microsoft Advertising activity and your relationship with ClickTech.

-   **Account Support** — request ad support, audits, insights, and schedule support calls
-   **Microsoft Launch Guide** — open new accounts, request spend vouchers, access pilots and betas, and verify if your domains qualify for ClickTech's Net New Microsoft Ads account incentives.
-   **CPP Finance** — view rebates and payments, track invoices, update finance settings 
-   **Resource Library** *—* explore guides, playbooks, webinars, and Microsoft Advertising insights
-   **My Organization** *—* manage your team members, roles, and access

### How the Portal is Organised

The Portal is structured around dashboard pages and a sidebar that groups related areas together.

#### **Dashboard pages:**

-   **Account Support Dashboard** — request support, audits, calls, and training
-   **Microsoft Launch Guide Dashboard** — new accounts, ad credits, pilots, insights, and domain check
-   **Partner Finance Dashboard** — rebates, invoices, payments, and finance settings
-   **Knowledge & Resource Library** — documents, guides, webinars, and shared resources
-   **Open Requests Dashboard** — view and track all submitted requests in one place

#### **Sidebar navigation:**

-   **My Profile** — your account, email notifications, and organisation settings
-   **My Open Requests —** track all submitted requests (tickets, audits, calls, vouchers, pilots, insights, new accounts)
-   **My Actions** — quick links to request account support, launch accounts, or upload invoices
-   **ClickTech Suite** — access Adzooma and Hub with Ommi

### Where to Go First

If you've just logged in for the first time, here's where to start:

-   **Explore the homepage** — see your quick stats, dashboards, and the latest announcements from ClickTech
-   **Check out the dashboards based on what you need** — Account Support, Microsoft Launch Guide, Finance, or the Resource Library
-   **Save pages you'll use often —** click the ☆ page button to add them to My Go-To Pages for quick access
-   **Set up your email notifications** — go to My Profile > My Email Notifications to choose what updates you receive
-   **Browse the Resource Library** — guides, playbooks, and webinars to help you get the most from Microsoft Advertising

For more detailed guidance on where to go based on what you're trying to do, see **Where to Go First in the Portal**.

### Getting Help

If you get stuck, help is built into the Portal.

-   **Knowledge Base** — articles explaining how things work
-   **AI-powered support** — answers common questions
-   **Walkthroughs and hints** — guide you through new features
-   **Feedback option** — tell us what's working and what isn't
-   **Your ClickTech CSM** — reach out to your dedicated Customer Success Manager anytime via email

* * *

### Related Articles

You may also find these related articles helpful:

-   [What's New in the Portal](https://cpp-knowledgebase.clicktech.com/en/article/whats-new-in-cpp-v2)
-   [Where to Go First in the Portal](https://cpp-knowledgebase.clicktech.com/en/article/where-to-go-first-in-the-portal)
-   [How to Raise a Support Request](https://cpp-knowledgebase.clicktech.com/en/article/how-to-raise-a-support-request)