Modern Customer Portal for Users

The Modern Customer Portal gives your company a dedicated, user-friendly site to interact with the portal owner—for example, placing orders and submitting support cases.

Tip: The portal owner is the company that you communicate with by using the Modern Customer Portal.

This guide describes how to use the Modern Customer Portal. Your capabilities depend on the roles assigned to you.

The guide explains how to:

Create and manage contact records for other employees in your company who will use the portal
Assign predefined roles to contacts so they can perform only tasks that fit their responsibilities
Enter and manage payment methods
Browse the catalog, place orders, and review order details
Make payments and review financial information
Submit and track support cases