Service Titan Knowledge Base

Reporting permissions not appearing in Partner PortalLast updated on 05/12/2023

This guide explains how to get reporting permissions for Partner Portal when you’ve been granted access to multiple stores, but you're not appearing under Reporting Permissions in those accounts.

LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.

Problem

You recently got access to Partner Portal with multiple stores, but you’re not appearing under Reporting Permissions in those accounts.

Solution

  1. Contact your account administrator to make sure the Edit access to partner portals permission is enabled.

  2. Sign in to Partner Portal.

  3. Search by username.

  4. Search for reports and give access to each different report type.

  5. Save your changes.

Note: Searching for "reporting permissions" will not give access to different types of reports via Partner Portal. You need to sign in first before it becomes available.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.