Navigating the Portal Dashboard
The homepage is your starting point when you log in — it gives you a snapshot of your activity and quick access to key areas.
In this article:
- Homepage overview
- Dashboard pages explained
- Common page elements
Homepage Overview
The homepage brings together your most important information in one place, so you can quickly see what’s happening, what needs action, and where to go next.
- My Workspace tab — your saved Go-To Pages and dashboard cards for Account Support, Microsoft Launch Guide, Resource Library, Support Tickets, CPP Finance, and My Organization
- My Portal Stats tab — quick stats showing your Total Audits, Open Support Tickets, Requested Vouchers, and Requested Insights
- Announcements tab — the latest news, events, and updates from ClickTech, plus a Recommended Reading resource
- To Do tab — personalised action cards based on your recent activity
- Sidebar navigation — quick links to dashboards, My Profile, My Open Requests, My Actions, and ClickTech Suite
Dashboard Pages Explained
Account Support Dashboard
Where you go to request help with your Microsoft Advertising accounts.
- Request Ad Account Support
- Request an Account Audit
- Schedule a Support Call
- Schedule Microsoft Advertising Training
- View Support Insights (coming soon)
- Support Requests Requiring Action — requests awaiting your response
- Completed Audits — view and download past audit results
Microsoft Launch Guide Dashboard
Where you go to grow your Microsoft Advertising activity.
- Get Help Starting on Microsoft Advertising
- Request Free Ad Credits
- Request Industry Verticals
- Join a Pilots & Betas Program
- Request a Domain Check to see if your site qualifies for ClickTech’s net new Microsoft Advertising account incentives.
- View Microsoft Advertising Insights (coming soon)
- New Accounts Requiring Action — requests awaiting your response
- Approved Spend Vouchers — view your issued voucher codes
Partner Finance Dashboard
Where you go to manage rebates, invoices, and finance settings. (Admin and Finance users)
- See Rebates & Payments
- View Finance Insights
- Update Finance Settings & Preferences
- View Rebate Accounts Overview (coming soon)
- Request Finance Support & Queries
- Invoice & Currency Actions — upload invoices or update currency preferences
- Key Dates — important deadlines for rebate submissions
Knowledge & Resource Library
Where you go to find guides, webinars, and insights.
- Microsoft Advertising Guides
- ClickTech Guides
- Support Guides
- Webinar Recordings
- Microsoft Advertising Insights
- Shared Resources — documents shared by you or with you
Open Requests Dashboard
Where you go to track all your submitted requests in one place.
- Tabs for each request type: Support Tickets, Account Audits, Support Calls, Spend Vouchers, Pilots & Betas, Industry Insights, New Accounts
- Filter by status or support type
- Search for a specific request
- Expand any request to see full details
- Visibility into requests raised across your organisation
My Organization
Where you go to manage your organisation profile and team members.
- View and update your organisation details (logo, location, website, currency)
- See your full team list with roles, finance permissions, and last seen dates
- Invite new users — set their access level when you add them
- Edit or deactivate teammates to keep your organisation up to date
- View your dedicated ClickTech team contacts
Common Page Elements
You'll see these across most pages in the Portal.
- ☆ Page button — save any page to your My Go-To Pages for quick access from the homepage
- Back button — return to the previous page
- Search bars — find specific requests, resources, or team members
- Filters — narrow down lists by status, type, or other criteria
- Tables — expandable rows showing request or team details
- Action cards — clickable tiles that take you to specific tasks or forms
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