Where to Go First in the Portal
💡 Not sure where to start?
This guide points you to the right dashboard or page based on the task you’re trying to complete.
In this article:
- Getting set up
- Where to go based on what you need
Getting Set Up
If you're new to the Portal, get the most out of it by customising these basics first.
- Add your profile picture — My Profile > My Account
- Upload your company logo — My Organization
- Update your currency settings — Partner Finance Dashboard > Finance Settings
- Invite your first teammate — My Organization > Invite New Users
- Request your first account audit — Account Support Dashboard > Request an Account Audit
- Request your first spend voucher — Microsoft Launch Guide > Request Free Ad Credits
- Save your most-used pages — click the ☆ button on any page
- Set your email notification preferences — My Profile > My Email Notifications
Where to Go Based on What You Need
Use this as a quick reference for common tasks.
Requesting support or submitting an audit
Head to the Account Support Dashboard to request ad support, schedule a call, book training, or submit an account audit.
- Request Ad Account Support
- Request an Account Audit
- Schedule a Support Call
- Schedule Microsoft Advertising Training
Launching or managing Microsoft Advertising accounts
Head to the Microsoft Launch Guide dashboard for help opening new accounts, requesting spend vouchers, or joining pilot programs.
- Start on Microsoft Advertising
- Request Free Ad Credits
- Request Industry Verticals
- Join a Pilots & Betas Program
- Request a Domain Check
Tracking submitted requests
Head to the Open Requests Dashboard to see all your submitted requests in one place.
- Support Tickets
- Account Audits
- Support Calls
- Spend Vouchers
- Pilots & Betas Applications
- Industry Insights
- New Accounts
Managing rebates, invoices, and finance settings
Head to the Partner Finance Dashboard to view rebates, track invoices, and update finance preferences. (Admin and Finance users)
- See Rebates & Payments
- View Finance Insights
- Update Finance Settings & Preferences
- Request Finance Support & Queries
Finding guides, insights, and webinars
Head to the Resource Library to explore documents, webinars, and Microsoft Advertising insights.
- Microsoft Advertising Guides
- ClickTech Guides
- Support Guides
- Webinar Recordings
- Microsoft Advertising Insights
- Shared Resources
Managing your team
Head to My Organization 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 and choose their access level
- Edit or deactivate teammate profiles to keep your organisation up to date
- View your dedicated ClickTech team contacts
Updating your profile or notifications
Head to My Profile to manage your account details and email preferences.
- Update your email or password
- Add or update your profile picture
- Edit your personal information (first name, last name, job title)
- Manage your email notification preferences and choose which updates you receive
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