Portal Tour
A guided tour of the customer portal — what each page does and where to find things.
The customer portal is where your users manage everything about their account and licenses. This page is a map; each section links to a detailed guide.
The navigation
After signing in and completing onboarding, customers land on the Dashboard. The top navigation gives access to every area:
| Page | What it's for |
|---|---|
| Dashboard | At-a-glance summary: active plan, license status, recent usage. |
| Licenses | View license keys, activate, and manage connected sites. |
| Usage | Track metered usage against plan limits for the current period. |
| Billing | Plans, checkout, credits, and invoices. |
| Connections | Devices/sites currently activated against the customer's licenses. |
| Notifications | In-app notifications and per-type email preferences. |
| Settings | Profile, security, team, language, and account controls. |
A language switcher sits in the top bar — the UI is fully localized (see Account & Security).
Common tasks
Secure my account
Two-factor, passkeys, and profile settings.
Manage license keys
Activations, limits, and connected sites.
Change my plan
Upgrade, downgrade, credits, and invoices.
Track usage
See where you are against your limits.
Invite my team
Seats, members, and notification preferences.
First-time onboarding
New customers complete a short onboarding flow before reaching the dashboard: they confirm their display name, optionally upload an avatar, and pick a language. Onboarding only appears until it's completed once.