The Customer Portal is your secure self-service area in the Zevonix Business Suite. From one place you can raise support requests, follow the progress of your projects, review and pay invoices, accept quotes, and share files with our team.
How to sign in
Open the portal login page and enter the email address and password for your account. If you received an invitation email, follow the link in that message to set your password before signing in for the first time. If two-step verification is turned on for your account, you will also be asked for a verification code after entering your password.
Tip: Forgot your password? Use the Forgot password link on the login page to reset it.
Finding your way around
After you sign in you land on the Dashboard, which gives you a quick snapshot of what is happening across your account. The main navigation bar gives you access to each area of the portal:
- Dashboard — open tickets, active projects, recent invoices, your outstanding balance, and upcoming meetings.
- Tickets — submit and follow support requests.
- Projects — track the projects we are working on for you.
- Invoices — view, download, and pay invoices.
- Quotes — review, accept, or reject quotes.
- Documents — download files we share with you and upload your own.
- Notifications — keep up with updates across your account.
Key things to know
- You only ever see information that belongs to your own account, such as your tickets, your invoices, and projects that have been made visible to you.
- Some actions, such as creating tickets or uploading documents, depend on the permissions set for your portal access. If you do not see a button you expected, your account may not have that permission.
- You can secure your sign-in further by turning on two-step verification from the portal settings.