View information about partners in the Dashboard

Overview

To view and manage partners:

  1. Sign in to your account in the Dashboard.

  2. Go to Accounts › Partners.

    Menu item

    The consolidated partners page opens.

Information on the page is presented in the table format with the following columns:

ColumnDescription
Partner NameName of the partner company; as specified when creating the partner. You can change this.
Contact NameName of the contact person of the partner; as specified when creating the partner. You can change this.
Contact EmailEmail address of the contact person of the partner; as specified when creating the partner. You can change this.
SizeTotal amount of space in the Infrascale cloud available to the partner company; as specified when creating the partner. You can change this.
Allocated SpaceAmount of space in the Infrascale cloud allocated to the backup account of the partner, and the percentage it constitutes of the total amount of space in the Infrascale cloud available to the partner company (Size)
Used SpaceAmount of space in the Infrascale cloud used by the backup account of the partner, and the percentage it constitutes of the space in the Infrascale cloud allocated to the backup account of the partner (Allocated Space)
SP v3Number of ShadowProtect v3 licenses for bare-metal backup allocated to the partner company
SP v5Number of ShadowProtect v5 licenses for bare-metal backup allocated to the partner company; as specified when creating the partner. You can change this.
AccountsNumber of backup accounts belonging to the partner company

Consolidated view

Actions

You can take actions on individual partners shown on the page. For this, click Actions (Actions icon) in the last column against a partner record, and then click the desired action to take.

ActionDescription
Login as PartnerSign in to the Dashboard as partner using the partner account. You can take this action only for the managed partners.
Edit PartnerEdit partner details
Make UnmanagedMake the partner non-managed. This prevents you from signing in to the Dashboard as partner using the partner account. You can take this action only on the managed partners.
Cancel PartnerDelete the partner from the system

Actions

By default, the system shows 30 partner records in the table per page. To browse over partners, use the navigation buttons at the bottom of the page. Also, you can enter a number in the box, and then press Enter to go to the respective page.

Pagination

NameIconDescription
NextNext page iconGo to the next page
PreviousPrevious page iconGo to the previous page
LastLast page iconGo to the last page
FirstFirst page iconGo to the first page

Show or hide data

You can select what data to show on the page. For this, click Show / hide columns on the upper right, and then select or clear the columns you want to show or hide.

Show or hide data

Sort data

You can sort partners in the table in ascending or descending order by:

  • name of the partner company (Partner Name),

  • name of the contact person (Contact Name),

  • email address of the contact person (Contact Email), or

  • total amount of space in the Infrascale cloud available to the partner company (Size).

For this, click the name of the corresponding column.

Sort data

Export data

You can export all data (in all visible and hidden columns) regarding the partners shown in the table to an XLS spreadsheet. For this, click Export to Excel on the lower right, and then save the file with the exported data to the desired location.

Export data

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Manage partners in the Dashboard

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Create a partner in the Dashboard