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Diffstat (limited to 'doc/subscriptions/customers_portal.md')
| -rw-r--r-- | doc/subscriptions/customers_portal.md | 68 |
1 files changed, 53 insertions, 15 deletions
diff --git a/doc/subscriptions/customers_portal.md b/doc/subscriptions/customers_portal.md index 07e6e952419..25f36432f4b 100644 --- a/doc/subscriptions/customers_portal.md +++ b/doc/subscriptions/customers_portal.md @@ -6,22 +6,39 @@ info: To determine the technical writer assigned to the Stage/Group associated w # The Customers Portal -For some management tasks for your subscription and account, you use the Customers Portal. +For some management tasks for your subscription and account, such as purchasing additional seats or storage and viewing invoices, you use the Customers Portal. See the following pages for specific instructions on managing your subscription: + +- [GitLab SaaS subscription](gitlab_com/index.md) +- [Self-managed subscription](self_managed/index.md) 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). +## Sign in to Customers Portal -## Change account owner information +You can sign in to Customers Portal either with your GitLab.com account or your email and password (if you have not yet [linked your Customers Portal account to your GitLab.com account](#link-a-gitlabcom-account)). + +NOTE: +If you registered for Customers Portal with your GitLab.com account, sign in with this account. + +To sign in to Customers Portal using your GitLab.com account: -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. +1. Navigate to [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Select **Continue with your GitLab.com account**. + +To sign in to Customers Portal using your email and password: + +1. Navigate to [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Select **Sign in with your email and password**. +1. Provide the **Email** and **Password** for your Customers Portal account. +1. Select **Sign in**. + +## Change account owner information -If you have registered a Customers Portal account through a GitLab.com account, the GitLab.com account is used for login. +The account owner's personal details are used on invoices. The account owner's email address is used for the [Customers Portal legacy sign-in](#sign-in-to-customers-portal) and license-related email. 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. Sign 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. @@ -37,7 +54,7 @@ to another person, after you enter that person's personal details, you must also 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. Sign 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. @@ -54,7 +71,7 @@ If you would like to use an alternative method to pay, please To change your payment method: -1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Sign 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**. @@ -64,7 +81,7 @@ To change your 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. Sign 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**. @@ -75,10 +92,10 @@ Follow this guideline if you have a legacy Customers Portal account and use an e 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. Sign 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. +1. Sign 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 @@ -88,17 +105,38 @@ If you have a legacy Customers Portal account that is not linked to a GitLab.com 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. Sign 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. +1. Sign 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. Sign 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**. + +## Customers that purchased through a reseller + +If you purchased a subscription through an authorized reseller (including GCP and AWS marketplaces), you have access to the Customers Portal to: + +- View your subscription. +- Associate your subscription with the relevant group (GitLab SaaS) or download the license (GitLab self-managed). +- Manage contact information. + +Other changes and requests must be done through the reseller, including: + +- Changes to the subscription. +- Purchase of additional seats, Storage, or Compute. +- Requests for invoices, because those are issued by the reseller, not GitLab. + +Resellers do not have access to the Customers Portal, or their customers' accounts. + +After your subscription order is processed, you will receive several emails: + +- A "Welcome to the Customers Portal" email, including instructions on how to log in. +- A purchase confirmation email with instructions on how to provision access. |