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Customer Portal User Guide
Welcome to the comprehensive user guide for the Customer Portal.
Whether you're setting up your profile, managing your billing and subscriptions, organizing your users into teams, or configuring global branding themes, this guide provides all the information you need.
How this documentation is organized
To help you find exactly what you need when you need it, our documentation is divided into the following sections:
1. Tutorials (Learning-oriented)
Are you a new customer learning to navigate the portal?
Our tutorials guide you through the initial setup, including onboarding, configuring your first team, and choosing a subscription plan.
2. How-to Guides (Goal-oriented)
Do you need practical directions to complete a specific task?
How-to guides help you solve real-world problems. Whether you need to know "How do I add a new team member?", "How do I change my subscription plan?", or "How do I configure my brand theme?", you'll find step-by-step instructions here.
3. Reference (Information-oriented)
Do you need technical descriptions, facts, or details?
The Reference section provides descriptive information about the platform's settings, schemas, and UI elements.
4. Explanation (Understanding-oriented)
Do you want to understand the bigger picture or the "why" behind a feature?
The Explanation section provides background on concepts like the difference between Customers and Teams, our access control model, and data sovereignty via Storage Locations.
Getting Started
If you are looking for specific instructions or reference material, simply choose the section above that matches what you are trying to do today!
Search
The search functionality in our documentation is designed to help you quickly find the information you need. Whether you're looking for specific topics, troubleshooting tips, or detailed explanations, our search feature is your go-to tool for navigating our extensive resources.
How to Use Search
To use the search feature, simply click on the search icon (usually represented by a magnifying glass) located in the top of the documentation page. This will open a search bar where you can type in your query. The shortcut to open the search bar is typically Ctrl + K (or Cmd + K on Mac).
Ask IA
If you can't find what you're looking for, or if you have specific questions about how to use the Accessible Surveys App, you can ask our AI assistant for help. The AI assistant is designed to provide quick and accurate answers based on the content of our documentation.
How to Ask the AI Assistant
To ask the AI assistant a question, simply click on the "Ask IA" button located in the search bar. This will open a chat interface where you can type your question. The AI will then provide you with an answer based on the information available in our documentation.