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1 PTL - 01 What is the Customer Portal?

On Center's Customer Portal provides authorized users access to select company information such as: Contact Lists, Open Invoices, and License Inventory. You can even make a payment if you have a registered credit card on file. Our portal is powered by our…

2 PTL - 02 How to log into the Customer Portal

Your first step in using the Customer Portal is to log in. Click the link provided in the Welcome e-mail or just launch your favorite Internet browser, browse to http://www.oncenter.com/, and click the Login button in the upper-right corner. This brings you…

3 PTL - 03 Using the Customer Portal with multiple Client Accounts

If your company has multiple records with On Center Software (such as a parent company and subsidiaries or multiple locations), if you perform the same function for multiple clients and they've each authorized you for MyOnCenter access, or your company uses…

4 PTL - 04 Adding On Center Customer Portal Role to Existing NetSuite Account

If your company uses NetSuite as its CRM solution, you'll simply have to log into MyOnCenter using your temporary password and then change your password for MyOnCenter to the same as your usual NetSuite account. Once you do that, you will see a drop down…

5 PTL - 05 Viewing Company Contacts

You can view a list of your current, active company contacts (Authorized employees) by clicking Contact Information in the menu, then selecting Customer Contact Reports > Contact List. To make changes to your Contact list, please contact your Account Manager…

6 PTL - 06 Viewing your Classic Products' Licenses

One of the most important services provided by the On Center Customer Portal is access to your company's license inventory. License code management is your responsibility. The Customer Portal gives you the information you'll need to ensure your end users…

7 PTL - 07 View & Make Payments

You can view and pay outstanding invoices on MyOnCenter. Click on the Payments link on the Home Page. Note Your credit card information cannot be edited online for security reasons. If you would like to register a new card, please contact your Account Manager.…

8 PTL - 08 Changing Customer Portal Settings

On the left side of the Home Page, there are options to: Set Preferences Adjust Campaign Subscriptions (e-mail notification) Change e-mail (change the e-mail address associated with your MyOnCenter profile) Change Password Each of these options is detailed…

   

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