Customer Portal is a self-service web application for customers, allowing them to access features including invoice payment, service call management, historical account reporting, and Order Pad. With the optional B2B Marketplace module, customers can enjoy a rich B2B shopping experience.
Customer Portal Help
Welcome to the Customer Portal product documentation index. Select one of the areas below to explore help documentation and walkthroughs.

    Implementation Guides

    Implementation Guide

    Your guide to installing Portals, including Customer Portal.

    Troubleshooting Guide

    Run into implementation troubles? View solutions to common configuration issues and business exceptions.


    Administration Guides

    Customer Portal Administrator's Guide

    Manage your Customer Portal settings, including reports and users.

    B2B Marketplace Administrator's Guide

    Manage your B2B Marketplace web store, including collections, products, and advanced menus.


    Release Notes