Subject: Welcome to the Customer Care portal and your role as portal admin
Hello Users, Our new Customer Care Portal is now live, and we'd like to thank you for taking on the vital role as a portal administrator for your company. As a portal admin, you'll help to manage user access, streamline support processes, and ensure your team benefits fully from the new portal experience. ______________________________________________________________________________________________________________ PLEASE NOTE: Portal Admins - Emails have been sent to Portal Admins to add users to the Portal Portal Users - You will need to be added by the Portal Admin before you can Contact Support The Following Email was sent to each Customer Portal Admin ______________________________________________________________________________________________________________ What you'll experience in the Customer Care portal
Exclusive portal admin capabilities General portal users will be able to submit cases themselves via the portal. However, as a portal admin, you are the central governance role, responsible for managing all portal users and access, as well as managing support cases for your account.
There are a few important differences between the portal admin role for a customer and the portal admin role for a partner. We recommend reviewing this overview of roles and responsibilities, paying particular attention to the portal admin role that applies to you. How to access the Customer Care portal In the next few hours, you'll receive an email notification from our SSO provider (Okta). This email will prompt you to activate your Customer Care portal account. (If you don't receive this email, be sure to check your spam folder.) Once you've activated your account, you can log in to the portal via this link: portal.anaplan.com. Keep in mind: You may receive additional emails from Okta if you don't yet have a Community, Academy, or Applications account. These emails will prompt you to create a password that will enable you to access those sites, plus the Customer Care portal. If you're currently using a personal email address to log in to Anaplan Community, Academy, or our Applications websites, please email the Anaplan Community Help Desk link to switch to your employer's email address so that you can log in to all these resources, including the Customer Care portal, with the same email address. Helpful resources We've created a series of guides and a customizable email template to help you get started and get your team up and running:
As with any software launch, there will always be a few bugs to iron out, but know that we're here to support you every step of the way. If you have any questions or just want to share some feedback with us about your experience in the portal, please send an email to support@anaplan.com. Thank you! Anaplan Customer Care |