合作伙伴门户用户操作手册.pdfVIP

CONTENTS

1.AccessingthePortal

•Settingupyouraccount

2.Managingyouraccount

3.Dashboard

•Applicationbystatus

•Recentlyupdatedresources

•Latestnews

4.Applicants

•Createanewapplicant

•Editapplicantrecord

•Sendtheapplicantamessage

•Adddocumentstoanapplicant’srecord

•Addnotestoanapplicant’srecord

•Searchforanapplicant

•Viewanapplicant’srecord

•Exportapplicants’details

5.Createanapplication

6.Managingapplications

7.Searchforanapplication

•Exportapplicationdetails

•Attachsupportingdocumentstoanapplication

•Viewstatushistory

•Sendamessagetoaninstitution

•Withdrawanapplication

8.Respondtoanofferfromaninstitution

9.Payments

10.Inbox

•Sendingmessages

•Referencingmessages

11.Resources

12.Providers

13.Support

14.‘User’typesandro

•Different‘User’ro

•CreateanewCounselloraccount

•ManageCounsellordetails

•ChangeaCounsellor’srole

•DisableaCounsellor’saccount

AccessingthePortal

Settingupyouraccount:

!Goto:

#Enteryouremailaddressandcheckyourinboxforanactivationlink

$Followtheinstructionstosetupyouraccount(it’simportantyouchooseanewusernameand

passwordandenterauniqueemailaddress)

%Select‘Branch’toproceed

Upon