Getting started with the customer portal

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Alice JohnsonUpdated 2026-06-101,842 views
4.8 (124 ratings)
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Overview

Welcome to the customer portal. This guide will walk you through the essential steps to get started.

Prerequisites

Before logging in for the first time, ensure you have:

  • A valid email address registered with your account administrator
  • Temporary credentials sent to your inbox
  • A modern web browser (Chrome, Firefox, Safari or Edge)

    • Step 1 — First login

    Navigate to portal.example.com and enter your email and temporary password. You will be prompted to set a new password immediately.

    Tip: Passwords must be at least 12 characters long and contain at least one uppercase letter, one number and one special character.

    Step 2 — Explore the dashboard

    After logging in you will land on the main dashboard showing:

  • Open Tickets — Support requests currently being handled.
  • Invoices — Billing history and pending payments.
  • Documents — Contracts and shared files.
  • Contacts — Team members associated with your account.

    • Step 3 — Submitting a support ticket

    Click New Ticket in the top navigation bar. Fill in the subject, description and priority, then click Submit.

    Our support team will respond within the SLA window specified in your contract.

    Need help?

    If you experience any issues, contact support at support@example.com or call +1 800 555 0100.

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