Navigating from PIE/CHIP to Partner Center

Applies to: Partner

Summary


For users that are enrolled in an incentive program through PIE or CHIP, you may be redirected to Partner Center or Modern PIE/CHIP to view incentives, submit a claim, or manage your bank and tax profiles.

Once redirected, if you are unable to see incentive details you may not have the appropriate access in Partner Center, or, you may need to use different credentials depending upon the Partner Center migration status of your organization.

Steps on how to check your membership status can be found here.

  • If your organization has migrated to Partner Center, you must have the ‘Incentive Admin’ or ‘Incentive User’ role assigned to you for each MPN location and incentive program to access incentive details for each specific program. At least one ‘Incentive admin’ or ‘Incentive user’ must be designated within your organization for the incentives dashboard in Partner Center to be visible. To understand the difference between the ‘Incentive Admin’ and ‘Incentive User’ roles, see Assign users roles and permissions.
  • Instructions on how determine your current permissions in Partner Center and how to find your Global/Account Admin can be found here. Alternatively, check with your organization`s Global/Account Admin to determine your role in Partner Center.
  • If your organization has not yet been migrated to Partner Center, you can access the same incentive dashboard through Modern PIE/CHIP. Additionally, we recommend working with your Global/Account Admin to complete the migration for the full Partner Center experience.

Follow the steps below to login to Partner Center or Modern PIE/CHIP.

More Information


If your organization has migrated to Partner Center, follow the steps below to manage incentives through Partner Center:

  1. Open Partner Center in an in-private browser. 
  2. Login with your AAD account (company account), or the appropriate email which the incentive role was assigned to.
    1. Multiple domains can be registered within one AAD account. Please work with your Global Admin to determine which domains are associated.
    2. If you are only able to login with @onmicrosoft.com domain, please work with your account admin to add additional domains to the AAD account.
  3. If prompted select ‘Work or school account’ vs ‘Personal Account’

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4. If you have the ‘Incentive admin’ or ‘Incentive user’  role, you should be able to navigate to ‘Incentives’ to view enrollment status or submit claims.

Please note: Incentive roles must be assigned to each MPN location under each incentive program. Only the Incentive Admin can complete the enrollment.

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5. To view/manage bank and tax profiles, select ‘Payout and tax’ from the ‘Account Settings’ page. This section is only visible to Incentive Admin role.

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6. To view/manage claims, please navigate to the incentives dashboard and select the appropriate tab as shown below: 
         

          a. Select Customer associations for OSA claims:

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          b. Select Co-op management for Co-op claims:

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If your organization`s membership has not been migrated to Partner Center, follow the steps below to manage incentives through Modern PIE/CHIP:

1. Open Modern PIE/CHIP in an in-private browser.

2. Login with your MSA account (same login for PIE or CHIP).

3. If prompted to select ‘Work or school account’ vs ‘Personal Account’, select ‘Personal Account’.

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4. If you have the appropriate access you should be able to navigate to ‘Incentives’ to view enrollment status or submit claims. If you are not able to see the ‘Incentives’ dashboard, please reference the support section of this document.

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5. To view/manage bank and tax profiles, select ‘Manage bank and tax profile’ shown at the top of the ‘Overview’ page. This section is only visible to users with Partner Admin role. To determine your current role in Modern PIE/CHIP, please reference the support section of this document.

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6. To view/manage claims, please navigate to the incentives dashboard and select the appropriate tab as shown below:

                  a. Select Customer associations for OSA claims:

               

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                 b. Select Co-op management for Co-op claims:

               

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Resources & Support


For more information on how to submit OSA or co-op claims, please visit the links below

OSA Claim Model and Process

How to submit a co-op claim in Partner Center

If you have additional questions or would like to submit a support ticket, click here.