The Partner Portfolio section in iManage Admin Portal gives iManage reseller partners a centralized view of key customer portfolio data that was previously difficult to access in real time. Instead of relying on manual reviews of each customer through Trust Center, contract details, or ad-hoc reports from iManage teams, partners can use Partner Portfolio as the single source to monitor customer subscription usage, storage consumption, product subscriptions, and product activation from a single location.

With this information available in Admin Portal, partners can more proactively manage customer portfolios, identify potential storage or licensing overages, encourage product activation, and support cross-sell and adoption strategies. Partner Portfolio is designed to help partners move from reactive reporting to data-driven portfolio management.

NOTE: In this context, a partner’s customer portfolio refers to their reseller-contracted customers who were live on cloudimanage.com during the selected billing period.

Subscription usage data isn’t shared with a partner for customers who are contracted directly with iManage rather than through a reseller, or for customers who are supported by a different partner.

This section includes the following topics:

Partner Portfolio Analytics

The Partner Portfolio Analytics page provides portfolio-level insights that help partners understand how customers are using their iManage solutions. The page includes dashboard views and detailed reporting options so partners can quickly assess trends, drill into specific customer details, and evaluate product adoption across the portfolio.

The Partner Portfolio Analytics page includes the following tabs:

  • Overview: Provides a high-level dashboard that summarizes storage consumption, user licensing, and product subscription activity across the customer portfolio. Use this tab to quickly identify portfolio-wide trends, potential areas that require attention, and customers that may need follow-up.

  • Storage & Consumption: Shows licensed storage subscriptions and actual storage consumption for customers in the portfolio. Use this tab to track how storage is being used, identify customers approaching or exceeding licensed capacity, and support conversations about storage planning or overage management.

  • User Licensing: Provides user licensing metrics across the customer portfolio. Use this tab to review licensed users, understand customer licensing patterns, and identify opportunities to align licensing with current usage and customer growth.

  • Product Activation: Shows iManage product activation metrics by customer or by product. Use this tab to understand which products are active, where activation may be incomplete, and where additional enablement or adoption outreach may help customers get more value from their subscriptions.

In addition to the tabbed views, Partner Portfolio Analytics provides access to more detailed customer and product information. Partners can review product adoption across the portfolio and view both high-level and detailed summaries for individual customers.

Access Policy

The Access Policy page controls who can view the data available on the Partner Portfolio Analytics page. From this page, authorized users can add, remove, and manage user access for Partner Portfolio. This helps ensure that portfolio analytics are available only to the appropriate partner users.

Only users assigned the Partner Portfolio Admin role can open and manage the Access Policy page.

Feature activation

You need to enable the Cloud Reseller Analytics upcoming feature in iManage Control Center before you can access the Partner Portfolio section in iManage Admin Portal. For instructions on how to enable this feature, refer to Cloud Reseller Analytics feature activation.

More information about feature activation and these Partner Portfolio features is available in the following sections: