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Use the Self-Service Portal

End User guide

Choose the task you need—activate your account, reset your password, or sign in to your organization's Apps—from one starting page.

At a glanceDirect link to At a glance

The Self-Service Portal is a starting page you can open without signing in. Your organization chooses which onboarding and password-reset options appear, and whether to include a tile for the App Dashboard or another default app. Tile names and appearance may differ from the example below.

Open the portalDirect link to Open the portal

  1. Open the portal link supplied by your organization. Its address normally ends in /portal, such as https://apps.example.com/portal. Your organization may also make it the page that opens at the site's root address.
  2. Review the available tiles. If the portal includes a search box, enter part of the tile name to find the task you need.
  3. Select the tile for your task and follow the instructions on the page that opens.

You do not need to sign in to open the portal. Onboarding and password reset still require the identity-verification steps configured by your organization. The App Dashboard or another regular app requires sign-in.

Choose your taskDirect link to Choose your task

Tile in the exampleWhen to use itWhat happens next
OnboardingYour organization has prepared an account and asked you to activate it.Locate your record, verify your identity, and complete the activation steps. See Activate your account.
Password ResetYou already have an account and need a new password.Verify your identity and follow the reset instructions. See Reset your password.
App DashboardYou want to use the Apps your organization has assigned to you.Sign in, then choose an App. See Use the App Dashboard.

There may be multiple onboarding or password-reset tiles for different groups of users. Use the one your organization instructed you to select. If you are unsure, ask your support team before entering account information.

tip

Use only the portal link supplied by your organization. Keep passwords and verification codes private, including when asking support for help.

If you need helpDirect link to If you need help

What you seeWhat to do
The tile you need is missingClear the search box and check again. If it is still missing, contact your support team; your organization controls which options appear.
“Self-service portal not available.”Contact your support team and provide the portal address and this message.
An onboarding or password-reset step failsFollow the help guidance in Activate your account or Reset your password, then contact support if needed.
The App Dashboard asks you to sign inSign in using your organization's approved method. This is expected even though the portal itself opens without signing in.

When contacting support, include the tile name, the task you were attempting, and any non-sensitive error message. Do not send passwords, one-time codes, or screenshots containing private account details.