Customer Portal Overview

Enter ordway2023 if prompted for a password:

Submit a Customer Success Request to inquire about enabling the Customer Portal in your Production or Sandbox instance: https://ordwaylabs.zendesk.com/hc/en-us/requests/new.

To learn how customers can update their subscriptions, see the Subscription Management on Self-Service Checkout Portal article. These steps apply to the Customer Portal as well.

Frequently Asked Questions (FAQ)

Question	Answer
Who can access the Ordway Customer Portal?	Any customer contact with a valid email address and portal access enabled can log in to the Customer Portal.
Can I customize the usage data shown in the portal?	Yes. You can add or remove usage fields dynamically from the Usage tab to customize the data displayed.
Can usage data be filtered or exported?	Yes. Usage data can be filtered within the portal and exported for offline analysis or reporting.
Can I enable or disable Auto Pay?	Yes. Auto Pay for future invoices can be turned on or off from the portal settings.
Why can’t I delete my primary payment method?	If Auto Pay is enabled, the primary payment method cannot be deleted to prevent payment failures for recurring invoices.
Can multiple users access the same customer portal?	Yes. Multiple contacts can be added for the same customer, and each contact can have separate portal access using their own email address.
Do portal actions change historical data?	No. Filtering, exporting, or viewing data in the portal does not modify historical billing or usage records.
What should I do if I see incorrect data?	Contact Ordway Support with details about the issue, including screenshots if possible.