🔑 Using the Portal🏡 Your Home PageWelcome to your Home Page!
Welcome! 👋
When you log into your Account Management Portal , you will be automatically taken to your Home page . 🧐
Navigate Your Account 🧭
Our Account Management Portal makes quotes, company changes, and invoices easy to manage in one place!
Use the tabs below to explore 👇
Editing Company Details and Viewing Documents
New Customer Trial Requests
Edit Company Details & View Documents
You can edit your billing address, NET terms, and view documents associated with your account by selecting "Edit Company Details & View Documents ".
🏢 Edit Company Details & View Documents New Customer Quotes
From your home page, you can request a quote for a new customer by selecting "Request New Customer Quotes", instead of having to submit the form on our site!
We already have your information, so this feature saves you time by simply providing the new end user's information!
➕ New Customer Quotes Request Renewals
You can quickly request renewals for your current customers by using the dropdown to select "Active Licensed Customers " and use the "Request Renewal " button next to the customer.
📆 Request Renewals You can also review all quotes you've received using the "Estimates " tab.
You can use the search bar here too!
Or you can view quotes specific to each of your customers by selecting "More Details " from your customer list.
View and Pay Invoices
On your home page you can see how many open transactions you have and pay the balance via credit card.
Or you can view, print, or pay individual invoices by selecting the "Invoices " tab.
💳 View and Pay Invoices From your home page you can view all of your customers who have purchased or are in trial as well as some helpful details at a glance.
Use the views to navigate to more detail information for each of your customers!
Explore the filters using the tabs below 👇
Shows all companies who are assigned as your customers
To view more information and edit contacts for a customer, select "More Details ".
For more information on the "More Details" screen, navigate to this page 👇
🔑 View and Edit Customer Contact Information Shows companies who have purchased through your company and are active.
Easily request renewals using the "Request Renewal" button!
For more information on the "More Details" screen, navigate to this page 👇
🔑 View and Edit Customer Contact Information Companies who are currently in a trial and have not yet purchased who are assigned to your company
Easily request a quote for customers in Trial using the "Request Quote" button!
For more information on the "More Details" screen, navigate to this page 👇
🔑 View and Edit Customer Contact Information Any companies who have had a trial or purchased a license who have an expired license
Easily request renewals using the "Request Renewal" button!
For more information on the "More Details" screen, navigate to this page 👇
🔑 View and Edit Customer Contact Information In this section at the bottom of your Home Page, we have included our contact and banking information for easy reference.
