This article describes how to access the Customer Portal, how to check whether you have permissions to access it, and how to set a user’s permissions if they don’t have access.
This section assumes that you have permission to access the Customer Portal. Check whether you have permission to access the Customer Portal.
To access the Customer Portal:
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In Reveal, click on your user icon in the upper right corner of the screen.
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Click MY ACCOUNT.
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From the My Account landing page you can either click View and Create Support Cases (under Need help with Reveal?) or View your Bill and Account Summary (under Need help with your account and contract?).
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If you have more than one contract account number, you are asked to select one of these numbers.
Follow the link Show me to see where on your invoice you can find your contract account number. This step is not required if you have only one contract account number.
Select one of the contract account numbers, and then click Next.
If you are a user with administrator rights in Reveal, you have full access to the Customer Portal.
To check whether you are an administrator:
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Click on your account profile in the upper right corner.
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Select Admin.
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Click User List.
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If your username has a role of “Admin”, you are an administrator.
To check whether you have permission to access the Customer Portal if you are not an administrator:
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Click on your account profile in the upper right corner.
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Select Admin.
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Click User List.
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Check what Role is listed for your user account.
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Go back to the Admin page.
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Click Manage Roles and Permissions.
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On the Edit existing tab, under Choose a role, select the role that was listed for your user account.
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Under Customer Portal, check the Customer Portal permissions that have been set for your role. If you are not an administrator, the radio buttons on the page are grayed out, and you can’t edit the role permissions. To request changes to the permissions specified on this page, contact your administrator.
If you have administrator rights, you can grant users on your account access permission to the Customer Portal. To do this:
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Click on your account profile in the upper right corner.
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Select Admin.
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Click Manage Roles and Permissions.
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On the Edit existing tab, under Choose a role, select the user’s role.
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Under Customer Portal, select the permissions for each of the Customer Portal features available. You can choose between “None”, “View only”, and “Full Access”. All users with the selected role will be granted the same level of access to the Customer Portal.
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Click Save.