OBR Partner Portal Onboarding Guide for Intermediary Users

This guide is intended to support intermediaries to access and use the OBR Partner Portal on behalf of their respective business clients. In general, it provides information about accessing the Partner Portal, adding users, claiming authority of business profiles, and navigating its functions. This guide is not intended for fee-exempt users of the portal.

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Form Number on00585
Title OBR Partner Portal Onboarding Guide for Intermediary Users
Description This guide is intended to support intermediaries to access and use the OBR Partner Portal on behalf of their respective business clients. In general, it provides information about accessing the Partner Portal, adding users, claiming authority of business profiles, and navigating its functions. This guide is not intended for fee-exempt users of the portal.