# Partner Portal

This page provides an overview of Xplor Pay’s Partner Portal. It explains how to manage tools, insights, and settings for your business’s payment operations.

## About Partner Portal

The Partner Portal is a responsive, web-based application that helps you manage onboarding, merchant portfolios, reporting, and support from a single place. The layout is simple and consistent across pages, making it easy to find and use key features. Role-based access control (RBAC) ensures you see only what you need, improving both usability and security. Multi-factor authentication (MFA) adds an extra layer of protection.

## Business challenge addressed

A unified, reliable way to onboard merchants, track portfolio performance, analyze revenue and risk, and coordinate support—without switching tools or re-entering data. The Partner Portal addresses this by providing:

* A centralized, intuitive experience for daily tasks.
* Streamlined onboarding and equipment management.
* End-to-end visibility across applications, merchants, and reports.
* Secure access with RBAC and MFA.
* Time-saving automation through report subscriptions and integrated support.

## Key capabilities

### User experience and security

* Responsive, consistent UI: Streamlined design, clear icons, and a uniform layout across pages for intuitive navigation on desktop, tablet, and mobile.
* Dark mode: A comfortable, low-light option that reduces eye strain without limiting functionality.
* Updated navigation header: Clearly labeled sections and an intuitive menu structure to reach key features quickly.
* Role-based access control (RBAC): Limits access to relevant features based on user roles.
* Multi-factor authentication (MFA): Adds an extra layer of account protection.

### Core interfaces

{% stepper %}
{% step %}
**Landing page.**

A centralized starting point with interactive dashboards for key business metrics:

* Comprehensive dashboard: Visualizes transaction volume, revenue, merchant status, and new registrations.
* Quick navigation and filtering: Jump to Applications, Merchants, Reports, and Support. Filter performance by year and quarter.
* Merchant and revenue insights: View top accounts by residual revenue and track activations vs. applications.
  {% endstep %}

{% step %}
**Applications page.**

Manage new and existing merchant applications through structured, guided workflows:

* Boarding UI: Step-by-step onboarding (Hierarchy, Business Information, Profile Details, Pricing, and more) to ensure accurate data capture and smooth activation.
* Equipment UI: Onboard and manage devices (for example, card readers and payment terminals) and track allocation through the onboarding process.
* Application summary: See progress and key details at a glance, including merchant information, status, and pending actions.
  {% endstep %}

{% step %}
**Merchants page.**

Monitor and manage your merchant portfolio:

* Search and filter: Find merchants by status, category, or other criteria.
* Seamless portal access: Move between the Partner Portal and Merchant Portal without re-authentication.
* Portfolio overview: Track performance, status, and activity across the portfolio.
  {% endstep %}

{% step %}
**Reports page.**

Analyze activity, earnings, and risk with flexible reporting:

* Detailed reports: Access billing, chargebacks, earnings, sales, and other report types.
* Filters and customization: Apply date ranges and other filters; select specific data points to focus analysis.
* Export options: Download reports as Excel (.xlsx) or CSV for offline analysis.
  {% endstep %}

{% step %}
**Report subscriptions.**

Automate report delivery to stay informed:

* Self-service setup: Create subscriptions for daily, weekly, or monthly delivery.
* Automatic delivery: Receive an e-mail with a download link when each report is generated.
* Customizable frequency: Choose delivery cadence to match your needs.
  {% endstep %}

{% step %}
**Support page.**

Submit and track support requests directly in the portal:

* Web-based support form: Guided submission with required fields to speed resolution.
* Partner and merchant support: Open tickets for your business or on behalf of a merchant.
* Dynamic form: Fields adapt to the request type to capture the right information.
* Automated routing: Requests go to the appropriate Support team for faster handling.
  {% endstep %}

{% step %}
**Dashboards.**

Make data-driven decisions with interactive visuals:

* Centralized metrics: Monitor performance and trends across key business areas.
* Structured, interactive design: Explore data for deeper insights.
  {% endstep %}
  {% endstepper %}

## Technical requirements

* An active Partner Portal account with the appropriate role (RBAC governs access).

## Related topics

* To get started with the Partner Portal, refer to the [Partner Portal Documentation](https://app.gitbook.com/s/Us4U42giioY3jQj0TJQl/).