Understanding How Partner Portal works with Company Accounts

The Partner Portal allows you to easily manage your FP&A practice by giving you a high level view of your firm's company accounts within Jirav.  

You'll find robust and helpful tools within Partner Portal.  One of the most important important tools is the ability to to create and clone new company accounts. At Jirav, we refer to this ability as "Provisioning an Account".  

This short video shows you how to Get Started with Partner Portal and Company Accounts.  You'll learn more about:

• How to Provision a Company Account in the Partner Portal
• When to use a Company Account and when to use Partner Portal
• Understand the the types of user roles within Jirav. 

Partner Portal is very powerful and you can do so much more than just Provision an Account.  To learn more, be sure to take a deeper dive with the Partner Portal Video Series.