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Customer Success Portal

Andra Volocariu avatar
Written by Andra Volocariu
Updated over a year ago

The Customer Success Portal allows you to start making the most of your software.

We’ve got everything you need, including:

  • access to our ever-growing knowledge base & webinars

  • information on how to request value-added services (FlexPoints)

  • access to communities and discussions with like-minded professionals

The Customer Success Portal is also the place where you access your Access Hub, that will help you:

  • manage your Support Cases all from one place (if you are a Support User)

  • keep on top of you ongoing projects (active/completed implementations) with Access

  • view the Customer Success Plan(s) associated with your projects

  • see your designated contacts within Access and their details (depending on our Customer Success Portal)

  • If relevant, manage your finances and invoices with Access

In order to benefit all the above, make sure you follow the below action list:

ACTION LIST

  1. Register to the portal accordingly and bookmark this page support.theaccessgroup.com

  2. Take this tour if you are new to the portal and check out this video to find out more info about it.

  3. Check out this video to see how to link your Access Workspace Customer Success Portal Accounts with Single Sign-On.

Friendly note: if you are Support User, don't miss this step.

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