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diff --git a/doc/subscriptions/customers_portal.md b/doc/subscriptions/customers_portal.md new file mode 100644 index 00000000000..07e6e952419 --- /dev/null +++ b/doc/subscriptions/customers_portal.md @@ -0,0 +1,104 @@ +--- +stage: Fulfillment +group: Purchase +info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/product/ux/technical-writing/#assignments +--- + +# The Customers Portal + +For some management tasks for your subscription and account, you use the Customers Portal. + +If you made your purchase through an authorized reseller, you must contact them directly to make changes to your subscription (your subscriptions are read-only). + +You can also specifically manage your [GitLab SaaS subscription](gitlab_com/index.md) +or [self-managed subscription](self_managed/index.md). + +## Change account owner information + +Account owner personal details are used on invoices. The account owner email address is used for the Customers Portal legacy login and license-related email. + +If you have registered a Customers Portal account through a GitLab.com account, the GitLab.com account is used for login. + +To change account owner information, including name, billing address, and email address: + +1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Select **My account > Account details**. +1. Expand the **Personal details** section. +1. Edit the personal details. +1. Select **Save changes**. + +If you want to transfer ownership of the Customers Portal account +to another person, after you enter that person's personal details, you must also: + +- [Change the Customers Portal account password](#change-customers-portal-account-password). +- [Change the linked GitLab.com account](#change-the-linked-account), if you have one linked. + +## Change your company details + +To change your company details, including company name and VAT number: + +1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Select **My account > Account details**. +1. Expand the **Company details** section. +1. Edit the company details. +1. Select **Save changes**. + +## Change your payment method + +Purchases in the Customers Portal require a credit card on record as a payment method. You can add +multiple credit cards to your account, so that purchases for different products are charged to the +correct card. + +If you would like to use an alternative method to pay, please +[contact our Sales team](https://about.gitlab.com/sales/). + +To change your payment method: + +1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Select **My account > Payment methods**. +1. **Edit** an existing payment method's information or **Add new payment method**. +1. Select **Save Changes**. + +### Set a default payment method + +Automatic renewal of a subscription is charged to your default payment method. To mark a payment +method as the default: + +1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Select **My account > Payment methods**. +1. **Edit** the selected payment method and check the **Make default payment method** checkbox. +1. Select **Save Changes**. + +## Link a GitLab.com account + +Follow this guideline if you have a legacy Customers Portal account and use an email and password to log in. + +To link a GitLab.com account to your Customers Portal account: + +1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in?legacy=true) using email and password. +1. On the Customers Portal page, select **My account > Account details**. +1. Under **Your GitLab.com account**, select **Link account**. +1. Log in to the [GitLab.com](https://gitlab.com/users/sign_in) account you want to link to the Customers Portal account. + +## Change the linked account + +Customers are required to use their GitLab.com account to register for a new Customers Portal account. + +If you have a legacy Customers Portal account that is not linked to a GitLab.com account, you may still [sign in](https://customers.gitlab.com/customers/sign_in?legacy=true) using an email and password. However, you should [create](https://gitlab.com/users/sign_up) and [link a GitLab.com account](#change-the-linked-account) to ensure continued access to the Customers Portal. + +To change the GitLab.com account linked to your Customers Portal account: + +1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. In a separate browser tab, go to [GitLab.com](https://gitlab.com/users/sign_in) and ensure you are not logged in. +1. On the Customers Portal page, select **My account > Account details**. +1. Under **Your GitLab.com account**, select **Change linked account**. +1. Log in to the [GitLab.com](https://gitlab.com/users/sign_in) account you want to link to the Customers Portal account. + +## Change Customers Portal account password + +To change the password for this customers portal account: + +1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Select the **My account** dropdown list and select **Account details**. +1. Make the required changes to the **Your password** section. +1. Select **Save changes**. |