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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

Preference links are token-scoped A preference link from an email is meant to update email choices without exposing the customer’s broader account history. If the customer already has a portal session, the page may appear inside the portal shell, but the preference token should still only affect that recipient’s email choices.

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Use Manage Email Preferences

Customer email footers may include Manage email preferences. That link opens a public preference page with seller branding, recipient email, email categories, locked transactional rows, optional template toggles, and a save bar when changes are pending.

Token-based customer email preferences page with seller branding, recipient email, locked transactional rows, optional product update toggle, unsubscribe action, and support email
  • Always sent: operational emails that stay locked on.
  • Optional toggles: non-required reminders or updates the customer can change.
  • Save preferences: changes are recorded only after saving.
  • Unsubscribe from all: customers can move from preferences to the unsubscribe page when the link supports that action.

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Use The Unsubscribe Page

The unsubscribe link opens a focused page for the recipient and template from the email. The customer can unsubscribe from that email type or from all optional emails from the seller. The page confirms the email address and company before the customer chooses.

Customer unsubscribe page showing company name, recipient email, Product Updates template choice, Unsubscribe from Product Updates button, and unsubscribe from all button

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What Happens After Unsubscribe

When the customer confirms, Arcus records an opt-out for that email address and seller. Future eligible sends check that preference before sending. The confirmation page also offers a re-subscribe action for customers who clicked by mistake.

Customer unsubscribe confirmation page showing success message, affected email address, affected template, and Re-subscribe button
Do not promise that every email stops Unsubscribe and preference toggles apply to optional or allowed customer emails. Required transactional messages, such as receipts, shipment confirmations, password resets, or legally required notices, may still be sent when needed.

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Staff Checklist

  1. Confirm the customer clicked a recent email link, not an old forwarded link.
  2. Confirm the recipient email address is the one the customer wants changed.
  3. Use the email log to verify which template produced the footer link.
  4. Explain the difference between optional email preferences and required transactional emails.
  5. For broad removal requests, confirm whether the customer wants only marketing updates stopped or all optional messages stopped.
Use account communications for staff-led changes If a customer cannot use the link, update the account communication preference from the account record or document the request for the team that owns email settings.

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Common Blocks

  • Link is expired or invalid: resend a current customer email or update the preference from the account record.
  • Customer sees the wrong email: verify the email was not forwarded from another recipient.
  • Customer still receives receipts: explain that required transactional emails can still be sent.
  • Customer wants portal access: send the portal login or registration flow instead of a preference link.
  • Customer unsubscribed by mistake: use the re-subscribe action when available, or update account communication preferences from Arcus.

Portal Documents and Email Preferences

Help customers download visible documents and manage optional email preferences from the portal.

Customer Portal Overview

Understand portal login, dashboard, customer navigation, setup requirements, and account-scoped visibility.

Portal Sign In and Registration

Help customers sign in with email and account number, register for portal access, and recover from expired links.

Documents and Email Settings

Configure PDF terms, document numbering, sender identity, notification toggles, templates, and quote expiration.

Email Log and Account Communications

Use the email log, preview/resend tools, and account communication preferences.

Portal Profile and Addresses

Help customers review portal profile fields, manage addresses, and understand what requires staff help.