What's New in the Portal

This article covers what's changed in CPP V2 — a Portal update focused on making things easier to find, simpler to use, and quicker to get done.

💡 What’s changed in CPP V2
If you’ve used the Portal before, this article highlights what’s new, what’s changed, and where key features now live.

At a glance — what’s changed in the Portal

A redesigned homepage with quick stats, favourites, and personalised actions
Streamlined support requests with clearer guidance before you submit
A single Open Requests Dashboard to track everything in one place
New dashboard pages grouping related actions together
Personalisation features like saved favourites, usage insights, and notification preferences
Help built into the Portal — walkthroughs, a Knowledge Base, and AI-powered support

Homepage Improvements

The homepage now gives you a clearer picture of what's available and where to start.

My Go-To Pages — quick access to your saved favourite pages
My Dashboards — six dashboard cards covering Account Support, Launch Microsoft Advertising, Resources, Support Tickets, Finance, and Organisation management
My Portal Stats — view your Portal usage and activity
Announcements and To Do — see the latest from ClickTech and actions needing your attention
Recommended Reading — curated resources to help you get more from the Portal

Support Requests Experience

Raising a support request takes fewer steps than before, with clearer guidance built into each page.

Each request type has two tabs:
- Request Now - the form to submit your request
- Overview - with key details, what’s required, and eligibility information (such as whether the feature is available, if your accounts, qualify, or any criteria that apply)
Required information is outlined upfront so you know what's needed before you start
Cleaner forms with fewer fields and unnecessary steps removed
The ☆ page button lets you save the request page to your favourites for quick access

💡 Good to know
The request types haven’t changed — the flow is just more guided to help you submit the right information the first time.

Open Requests & Tracking

All your submitted requests are now in one place — the Open Requests Dashboard.

Tabs for each request type: Support Tickets, Audits, Calls, Vouchers, Pilots & Betas, Insights, and New Accounts
Filter by status or support type, or search for a specific ticket by account name, account ID, or ticket ID (found in your confirmation email)
Each request shows its type, date submitted, and current status
Expand any request to see full details including who submitted it, reference ID, and attachments
Visibility into requests raised across your organisation

Clearer Navigation

Getting around the Portal is more straightforward, with new dashboard pages that group related actions together.

Account Support Dashboard — request support, audits, calls, and training in one place
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
Improved sidebar groups pages into collapsible sections - My Profile, My Open Requests, My Actions, and ClickTech Suite

More Personalised Portal Experience

The Portal now adapts to how you use it.

My Go-To Pages — save favourite pages for quick access from the homepage
My Portal Stats — see your Total Audits, Open Tickets, Vouchers, and Insights at a glance
Recommended for you — personalised action cards based on your recent activity
Finance Insights — view rebate earnings by quarter and year, plus trends over time
Email notification preferences — manage what updates you receive directly in the Portal:
- Rebate updates
- Account unlinking notifications
- Partner events and announcements

You can now send documents directly from the Portal — no need to download and email separately.

Select a document from the Resource Library
Enter the recipient’s email address
Add an optional message
Hit Send

The Shared Resources tab tracks everything — what you've shared and what others have shared with you.

Expanded In-Portal Guidance and Support

Portal help is now built in.

Walkthroughs and hints guide you through new features
In-context help appears as you explore different sections
The Knowledge Base explains how things work
AI-powered support answers common questions
The feedback option lets you provide helpful critique and future improvements

What hasn’t changed

The Portal looks different, but it still does the same job: managing requests, tracking activity, accessing resources, and working with your team and the same ClickTech team you know.

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