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Preview Portal

How to Access the Preview Portal as a Partner

Elvys Raposo avatar
Written by Elvys Raposo
Updated over 3 weeks ago

The Preview Portal lets you see how your partner portal appears to partners. This helps you ensure everything looks right before sharing access.

Steps to Access the Preview Portal:

  1. Log In to the Euler.

  2. Go to Partner Section

    1. find the Partner you want to preview. Click on their name to open their detailed profile.

  3. Locate the Portal Visibility Section

    1. In the Info Tab, look for the Portal Visibility section. There should be a gear icon.

  4. Click on Preview Portal

    1. Click the gear icon and select Preview Portal.


  5. Review the Partner Portal View

    1. The Preview Portal will open in a new tab. This shows you exactly what the partner will see. Review that all sections and permissions are set as intended.



Troubleshooting Tips:
🔹If the page doesn’t load correctly, try refreshing your browser.
🔹Contact our support team if you continue to experience issues.
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