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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.

Profile is not a full account editor Customers can update supported profile fields such as name, company name, and phone. Email, tax ID, credit rules, account type, terms, and internal account settings should still be handled by staff.

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Review Portal Profile

Customers open Profile from the portal sidebar. The page shows the customer name, company, account number, contact fields, a save action, and an entry point to email preferences.

Customer portal Profile page with customer avatar, account number, account information form, Save Changes button, and communication preferences link
Do not promise portal password changes yet The current portal is primarily code and link based. If the password card appears, do not promise it as the supported recovery path unless the customer auth setup has been verified for that account. Use portal login code, magic link, or staff help.

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Review Portal Addresses

Customers open Addresses from the portal sidebar. Address cards show shipping and billing labels, default badges, residential or commercial type, recipient, address lines, edit action, default actions, and delete action.

Customer portal Addresses page with shipping and billing address cards, default badges, commercial badges, edit actions, set default actions, and delete actions

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Add Or Edit An Address

Customers can add or edit an address, choose a label, enter a recipient name, enter address fields, and mark the address as default shipping or default billing. Address validation and autocomplete may appear when connector setup supports it.

Customer portal Add Address modal with label choices, recipient name, address fields, state selector, ZIP field, default shipping checkbox, default billing checkbox, and Add Address button

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What Address Changes Affect

  • Default shipping: guides future customer-facing shipping address selection when staff create or confirm orders.
  • Default billing: guides billing address selection for invoices and customer records.
  • Commercial or residential: can affect shipping service options, rates, validation, and delivery handling.
  • Deleted address: removes the address from future selection, but historical orders and documents may still keep their original address.
Staff should review sensitive changes If the customer needs to change email, tax information, credit settings, payment terms, or account identity, update the account in Arcus staff screens instead of relying on the portal profile page.

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Staff Checklist

  1. Confirm address management is enabled before directing customers to edit addresses.
  2. Confirm the customer is logged into the correct portal account.
  3. Review staff account defaults when an address change should affect open orders.
  4. Re-rate or review shipping when an address change affects destination, residential status, or carrier rules.
  5. Use the customer account record for email, tax, credit, and payment-term changes.

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Common Blocks

  • Address will not save: confirm required address fields are complete and validation is not blocking the address.
  • Default did not apply to an open order: open orders may already have copied address details and may need staff review.
  • Customer cannot delete an address: the address may be protected by current workflow rules or staff policy.
  • Email or tax ID does not change: those fields may appear in Profile, but staff should update sensitive account identity fields.
  • Customer cannot sign back in: use the portal login code or magic-link path instead of a staff login.

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.

Portal Documents and Email Preferences

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

Portal Invoices and Shipments

Help customers review invoice balances, pay eligible invoices, download PDFs, and track shipments from the portal.

Sales Channels and Customer Portal

Configure order-source defaults, connector-owned channels, customer portal access, shared links, and portal branding.

Account Management

Create customer and vendor accounts with terms, addresses, and preferences.