Customer Portal
Where customers buy, activate and manage the products of the company they buy from.
The Customer Portal is your supplier's portal, in their name and colours. Its address comes from your supplier (for example in their emails or their website). In it you can browse their products, buy or activate them, give people access, change plans and manage online payments.
Signing in
Sign in with your Microsoft 365 work account. The first time, the portal offers to create your organisation; you become its owner. If your organisation already exists, ask one of its owners to invite you.
Roles in your organisation
| Role | Can |
|---|---|
| Owner | Manage subscriptions and the organisation, including who can do what. |
| Technical admin | View subscriptions, and decide who uses per-user subscriptions. |
| Billing manager | Buy, change and cancel subscriptions, and manage payments. |
| Viewer | View subscriptions. |
Owners invite people from Settings (Invite someone): the invitee receives an email link and signs in with the work account of that address. Owners also change roles, disable or remove members; an organisation always keeps at least one active owner.
Pages
- Products: the catalogue, with your organisation's access shown when you are signed in.
- Subscriptions: what your organisation holds, with the options to change or cancel, who uses it and what has happened to it.
- Activation: finish a Microsoft Marketplace purchase or redeem a subscription key.
- Billing: payment method, upcoming charges and receipts for products bought online.
- Access check and Settings (organisation details, members, invitations and activity).