Using the Customer Portal

The Customer Portal is used to view customer information, such as currently enrolled programs, programs the customer is eligible to enroll in, and program activity, such as specific events in which the customer participated.

To access the Customer Portal, select Main, select Dashboards, and select Customer Portal. Once you've selected this menu option, you're immediately brought to the initial tab of the portal.

The Customer Portal displays information about the customer on which you are currently working. This is customer currently “in context” or the customer most recently viewed on any of the following portals: Controllable Asset, Device Location, Metered Service, Metered Service Point, Program Subscription, or Program Subscription Contact, The Digital Asset Management Full Context Zone dashboard zone also dispays information about the customer currently in context.

The Customer Portal includes the following zones:

• Current Program Enrollment: This zone displays current program enrollment for the customer (for a single location). Click Unenroll to unenroll the customer from a program.

• Eligible Programs: This zone displays programs for which the customer is eligible based on currently installed devices (at a single metered service point). Click Enroll to enroll the customer in a program.

• Customer Program Activity: This zone displays the customer’s activity in the programs in which they are enrolled. This includes a graphic view of the percentage of successful vs. non-successful event participation (referred to “non-responsive device” or “NRD”), as well as a list of the events in which the customer participated, and other activity such as device installation.