Customer Portal Enhanced to Allow More Than Two Contacts

Overview of the Customer Portal

The Inflectra customer portal (also known as the Customer Area) is the place where you can manage all of your accounts with us. It lets you sign up for new products and services, view and make changes to your current services, and also access any downloads or license keys for self-hosted products. In addition, it allows you to view your past invoices with us, request quotes and pay any outstanding bills.

Previously, the customer portal allowed only two users to be listed as named contacts on the account:

Billing / Primary User - this is the primary user on the account, and is usually used by the person responsible for purchasing, finance and business.
Shipping / Alternate User - this is the technical user on the account, and is usually used by the IT administrator, responsible for managing license keys, downloads and cloud subscriptions.

For a typical customer, that meant you would see something like the following:

In addition to being able to access the customer area, view information and make changes to the account, these users will also receive email notifications from Inflectra:

Transactional emails - these are sent to notify the users that one of the subscriptions is expiring soon or notifying them about a change on the account (e.g. new service purchased, change in a subscription, etc.)
News emails - these are sent to let the users know of upcoming webinars, product releases, conferences and other useful information about the service.

Finally, the two named account holders are the only users authorized to make any changes on the account or request the reset of any passwords. If you have emailed or called our support desk requesting a service change or password reset, you will already have experienced this first hand. We have instituted this policy to protect your account and prevent any social engineering attacks.

You can change the Billing and Shipping users on the account (if you are already one of the two users) using the Edit Customer Account and Change option:

Any change made to these users will send an email to the existing / replacement user's email addresses.

What's Changed?

The new update to our website, now allows customers (and partners) to have have other users listed on a customer account in addition to the Billing / Shipping users listed above. These users are termed additional users. You can use the Add Additional User button to add such a user:

If they already have a user account, then they will be added automatically for you:

If they do not yet have an account, you can click the Notify button and they will be asked to create an account first.

Once they have been added, they will be able to do the following things:

Login to the customer portal to view the product downloads, license keys, cloud subscriptions, quotes and invoices
Configure certain items such as the cloud subscription add-ons (e.g the cloud data sync service)
Renew and extend product subscriptions, both cloud and on-premise

They will not be able to do the following:

Edit the customer profile or make changes to the users listed on the account
Reset the password of any linked cloud services such as Spira or KronoDesk

In addition, these additional users will receive some (but not all) of the transactional emails sent from our website, and depending on their email preferences, they will typically receive all of the news emails (unless they opt-out).

What You Need to Do

Please login to your Customer Portal as soon as possible and:

Make sure that the two main (primary/billing and shipping/alternate) contacts are correct. They are effectively the two administrators of the customer account and can manage other users.
Add as many other account contacts as you need. The additional users will be notified on important email communications and also can login to retrieve license keys and downloads