Client Portal Docs

Update your profile and portal preferences.

1. Open Account under the System section of the menu.
2. Under Profile Photo, click Upload Photo to add or change your picture.
3. Under Account Information, update your First Name, Last Name, Email, and Company.
4. Under Security, use Terminate All Sessions to sign out of all devices.

At the top-right, use the moon icon for dark mode, the bell for notifications, and Portals to switch portals if you have access to more than one. Logout is at the bottom of the menu.

Find self-help articles before opening a ticket.

1. Open Knowledge Base from the menu, or use Search Knowledge Base on the dashboard.
2. Type a keyword and click Search.
3. Open a matching article to read the answer.

Only the articles your provider has published to the portal appear here.

Open a new support ticket from the portal.

1. Click New Request on the dashboard, or the + New Request button at the top-right.
2. Enter a Request Title — a brief summary of your issue.
3. Optionally choose a Category to help route your request.
4. Describe the issue in Details, then click Submit Request.

Your new request appears under Requests, where you can track its progress.

Follow your support requests from submission to resolution.

1. Open Requests to see all your tickets. Filter with All, Open, or Closed, or search by title or keyword.
2. Click a request to open it. The progress bar shows its stage: Created, Assigned, In Progress, and Resolved.
3. Add a reply or extra information in the Conversation section.
4. Once a request is resolved, use Rate This Support to leave a star rating.

The sidebar shows who the request is assigned to and its created/resolved dates. Your dashboard also shows your on-going and resolved totals.

See the equipment, agreements, and sites linked to your account.

1. Open Assigned Assets to see the equipment assigned to you.
2. Open My Contracts to view your contracts.
3. Open My Properties to view your sites and offices.

These lists are read-only. If something looks wrong, open a request and let your support team know.