Page tree
Skip to end of metadata
Go to start of metadata

Each listed item represents what functionality is available through the Client Portal menus.


  • Client Portal – gives access to the Client Portal.
  • Client Profile – gives access to the entire Client Profile menu.
  • Profile – corresponds to the View Profile menu that contains their address and contact information, authentication, billing summary, and authorized contacts.
  • Payment Methods – corresponds to the Payment Methods menu that contains their credit cards, bank accounts, and billing agreements.
  • Change Password – corresponds to the Change Password menu that opens the change password function.
  • Manage Contacts – corresponds to the View Contacts menu that contains the Contacts list.
  • Manage Contact Facility Access – corresponds to the View Contacts menu that leads to the facility access functionality.
  • Billing & Services – gives access to the entire Billing & Services menu.
  • Invoices – corresponds to the View Invoices menu that contains their View Invoices list.
  • Services – corresponds to the View Services menu that contains the list of services
  • Tax Exemptions – corresponds to the View Tax Exemptions menu that contains their View Tax Exemptions list.
  • Credits – corresponds to the View Credits menu that contains their View Credits list.
  • Orders - corresponds to the View Orders menu that contains their View Orders list. Order steps can be configured to be viewed by clients. See Working with Order Queues for more information.
  • PayPal Subscriptions - corresponds to the PayPal Subscriptions menu that contains their PayPal subscriptions.
  • Quotes - corresponds to the View Quotes menu that contains their View Quotes list.
  • Billing Email – allows any and all billing related emails to be sent, including overdue notices, payment receipts and new invoices.
  • Reports – gives access to the Reports menu.
  • Event Log - corresponds to the Event Log menu that contains their Event Log.
  • Mail Log - corresponds to the Mail Log menu that contains their Mail Log.
  • Client Ledger Log - corresponds to the Client Ledger Log menu that contains their Client Ledger.
  • Domain Management – gives access to the Domain Management menu.
  • List Domains - corresponds to the List Domains menu that contains their View Domains list.
  • Lookup Domain - corresponds to the Lookup Domain menu that opens the Lookup Domain functionality.
  • Support – gives access to the Support menu.
  • Tickets - corresponds to the View Tickets menu that contains their View Open/On Hold Tickets list.
  • Other's Tickets - corresponds to the open ticket link that contains their View Open/On Hold Tickets list. This displays all submitted tickets if access is granted.
  • Ticket Search Tickets - corresponds to the Ticket Search menu that contains the Ticket Search functionality.
  • Device Manager – gives access to the Device Manger menu.
  • Devices - if you have added and configured device manager, this will let them view their devices and where they are located.
  • Racks – corresponds to the View Racks menu that contains their Racks list.
  • Cages – corresponds to the View Cages menu that contains their Cages list.
  • Facilities – corresponds to the View Facilities menu that contains their Facilities list.
  • IP Addresses - corresponds to the View IP Addresses menu that contains their IP Addresses list.
  • DNS Zones - corresponds to the View DNS Zones menu that contains their View Domains: DNS Zones list.
  • DNS Records – gives access to the DSN records from the View DNS Zones and View Devices menu.
  • Client Preferences Support – gives access to the Support Preferences page from the Client Support icon.

On this page:

On this page: