---
title: "Navigating the Portal Dashboard"
url: "https://cpp-knowledgebase.clicktech.com/en/article/navigating-the-portal-dashboard"
language: "en"
last_updated: "2026-01-20T17:01:20.148Z"
---

# 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

* * *

### Related Articles

You may also find these related articles helpful:

-   [Where to Go First in the Portal](https://cpp-knowledgebase.clicktech.com/en/article/where-to-go-first-in-the-portal)
-   [Understanding User Roles and Access](https://cpp-knowledgebase.clicktech.com/en/article/understanding-user-roles-and-access-portal)
-   [How to Raise a Support Request](https://cpp-knowledgebase.clicktech.com/en/article/how-to-raise-a-support-request)