---
title: "Where to Go First in the Portal"
url: "https://cpp-knowledgebase.clicktech.com/en/article/where-to-go-first-in-the-portal"
language: "en"
last_updated: "2026-01-20T16:52:49.824Z"
---

# Where to Go First in the Portal

This article helps you find the right place in the Portal based on what you're trying to do — whether you're getting set up for the first time or looking for where to complete a specific task.

💡 **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

* * *

### Related Articles

You may also find these related articles helpful:

-   [Navigating the CPP Dashboard](https://cpp-knowledgebase.clicktech.com/en/article/navigating-the-portal-dashboard)
-   [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)