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Navigating the Customer Portal Dashboard

Learn how to navigate the Customer Portal Dashboard. Access tools, analytics, support, and manage your profile, orders, and tickets with ease.

Updated over a week ago

Overview

The Customer Portal dashboard is designed to give you quick and easy access to the tools and information you need. Here, you'll find everything from your personal profile to detailed analytics about your services. The layout is intuitive, ensuring that you can find what you're looking for without hassle. Each widget of the dashboard is tailored to provide relevant information at a glance, helping you make informed decisions and manage your resources efficiently. Let's take a closer look at each component and how it can assist you in your day-to-day operations:

Please note that the widgets displayed are based on your permissions. Depending on your level of access to Arxus Services, the widgets visible to you may vary.


Welcome

This personalized greeting widget is your starting point each time you access the Arxus Portal. Here, you can swiftly navigate to crucial areas such as 'My Profile' for updating personal details, 'Request a change' to communicate directly with the ServiceDesk for any adjustments, and 'View invoices' for a detailed look at your financial interactions with Arxus.

Please note that to view financial information you will need access to the Billing Tool. Ask access to the Billing Tool by contacting your company administrator

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The 'View activity log' feature is particularly useful, offering a transparent view of recent activities by your company's users, enhancing both security and awareness of portal usage.


Arxus Support Team

This widget is designed to make support and communication as seamless as possible. It displays contact information for various Arxus staff members, each responsible for different aspects of your account. Whether you need to reach out to Arxus Sales, your Customer Success Manager (CSM), or the Invoicing Department, this widget simplifies the process. A click on any of these options opens a pane on the right, providing a direct line to send an email to the selected department. Additionally, the 'Service Desk' link is a direct conduit to the Service Now Portal, where you can actively manage your cases, incidents, changes, and problems, ensuring you're always in control and well-supported.


Activity and Orders

My Activity Log (Last 20): This widget offers a snapshot of the latest actions performed by you. It's an essential tool for monitoring user activity, ensuring compliance, and maintaining security. The table format displays key information such as dates, times, and the nature of each action. For a more comprehensive view, the 'View all' option allows you to delve into a full list of activities, with filters to sort by date and event, providing a detailed audit trail of portal interactions.

My Orders (Last 20): Here, you'll find a concise summary of your most recent orders, encompassing everything from subscriptions to server resources. This widget is designed to give you a quick overview of your recent transactions, with each entry detailing the order number, date, and description. For a deeper dive into your order history, the 'View all' feature allows you to explore the complete list, with filtering options for date, description, amount, or status, offering a comprehensive view of your procurement history.


Case Management

Cases Reaction Time: This widget is a testament to our commitment to service excellence, displaying how efficiently we respond to your cases within the agreed-upon service level agreements (SLAs.)

Open Cases: Understanding the status of your ongoing issues is crucial, and this widget provides a clear view of all open cases, categorized by priority levels. It offers a quick summary of the total number of open cases, allowing you to gauge the current load and status of your support queries at a glance.

Open Tickets: This widget is an essential tool for tracking the status of various ticket types, including Incidents, Changes, and Problems. It categorizes tickets not only by type but also by priority level, giving you a comprehensive overview of all open tickets. This feature is instrumental in managing and prioritizing your support needs, ensuring that critical issues are addressed promptly.

Time Worked on Cases: A line chart here visualizes the total time invested in addressing your cases each month. It provides a month-by-month breakdown, showing the number of hours and minutes dedicated to your cases. This year-long overview is invaluable for assessing the amount of effort and resources allocated to your support needs over time.


Financial Overview

Please note that to view financial information you will need access to the Billing Tool. Ask access to the Billing Tool by contacting your company administrator

Balance Recent Invoices: Financial tracking is made easy with this widget, which presents a list of your invoice balances month by month. It shows the amount due or credited each month, offering a clear picture of your financial interactions with Arxus throughout the year. And by clicking on the PDF icon, you’ll also be able to download the whole invoice. Please note that this list only contains invoices for recurring services such as cloud & managed services. This is not an exclusive list of all invoices you may receive from us. Hardware purchases, Azure reserved instances, project invoices, etc. are not yet included in this list. We are working on centralizing all invoices here.

Invoice History: With this widget you can see the monthly trend of your invoice amount for the past 12 months it also visualizes a line chart here showing all your yearly invoices, providing a month-by-month breakdown, showing the final price of each invoice. Please note that Invoices for one-time purchases and projects are not included.

Invoice Compare: The visual in this section allows you to see the difference between two invoices from different months. It shows you the percentage and amount of change for each component and product. The widget also displays a bar chart that shows the total invoice amount for each month. This can help you to track your spending and identify any anomalies or errors in your invoices. Please note that this list only contains invoices for recurring services such as cloud & managed services. This is not an exclusive list of all invoices you may receive from us. Hardware purchases, Azure reserved instances, project invoices, etc. are not yet included in this list. We are working on centralizing all invoices in the Arxus Portal.


Resource Management

Server Summary: Get a comprehensive overview of your server infrastructure with this widget. It summarizes your servers by status and feature, showing the total number, as well as the number and percentage of servers in various states like online, powered on, backup enabled, and more. This feature is crucial for managing and monitoring your server health and performance.

Cloud Custodian: This section provides a summary of your subscriptions and resources, categorized by type and feature. It shows the total number of subscriptions and resources, along with a breakdown of the cloud custodian packet you might have enabled.


Get Help

If you need more help, contact your Customer Success Manager, reach out to our Service Desk support, or type your question in the chat to our support team. They will be ready to assist you.

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