Modern Customer Portal User Guide

version: 2026 R1

Modern Customer Portal for Users
Modern Customer Portal: General Information
Adding Contacts and Payment Methods
Modern Customer Portal: Contact Creation
Modern Customer Portal: Creation of Payment Methods
Assigning Roles to Users in the Portal
Modern Customer Portal: Access Rights Through Predefined Roles
Modern Customer Portal: Requesting Role Assignment
Modern Customer Portal: Role Assignment in the Portal
Managing Cases
Modern Customer Portal: Case Management
Browsing the Catalog and Placing Orders
Modern Customer Portal: Browsing the Catalog
Modern Customer Portal: Placing and Reviewing Orders
Creating Payments and Viewing Balances
Modern Customer Portal: Paying Sales Orders and Invoices
Modern Customer Portal: Working with Financial Data

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