Use Customer Portal as a customer

Learn how customers sign in, submit requests, follow status, and manage their profile.

Customers use the portal to submit requests and follow their status.

They can also review their own portal profile.

1

Sign in to the portal

Open the portal and sign in with the portal account.

2

Submit a request

Choose the right request flow and fill in the details.

3

Follow request status

Open the request overview to track open and completed requests.

4

Update profile details

Open the profile area and save any changes.

What customers usually do there

• create a request
• check request progress
• update profile details

Frequently asked questions

Can customers reset their password?

Yes.

They can use the password reset flow.

Can customers see all requests?

That depends on the portal filters and settings.

Can customers update their own profile?

Yes.

They can update their profile in the portal.

Related topics

• Customer Portal
• Create a work order in Customer Portal
• Manage portal users