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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.

Portal login is separate from staff login Customers do not use staff Arcus credentials. Portal access is tied to the customer account email, account number, and portal session token.

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Request A Sign-In Code

Customers open the portal sign-in page, enter their email address and account number, then click Send code. The account number is usually printed on an invoice or other customer document from the seller.

Customer portal sign-in page branded for Example Supply Co. with email address, account number, Send code button, register link, support contact, and magic-link fallback

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Enter The Email Code

After the code is requested, the portal asks for the six-digit code sent by email. Customers can go back, request a new code after the cooldown, or use the magic-link fallback when available.

Customer portal code entry page with success message, six one-time-code fields, Sign in button, resend countdown, register link, and magic-link fallback

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Register A Portal Account

First-time customers can use Register your account. They enter the same email and account number. If Arcus finds a matching active customer account, portal access can be enabled and a single-use login link is sent.

Customer portal registration page with email address, account number, Send me a login link button, login link, and support contact
Customer portal registration success state telling the customer to check email for a login link that expires in 15 minutes

Magic links are short-lived and single-use. If a customer opens an expired, already used, or invalid link, the portal shows an error and offers a new-link request.

Customer portal verify page showing Link no longer valid error, Request a new link button, and Register your account link
Do not send customers to staff user management Customer portal registration is not the same as inviting a staff user. Staff invites, roles, MFA, and organization memberships belong to the internal Arcus app.

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What Happens After Sign-In

  • Valid code or link: the portal stores a customer portal session in the browser and opens the customer dashboard.
  • Logout: clears the local portal session and best-effort closes the backend session.
  • Expired session: the customer must request a new code or link.
  • Wrong account number: the customer should check the number on their invoice or contact the seller.
Use public links when login is unnecessary If the customer only needs one order, payment, quote approval, tracking page, or RMA request, a public token link may be simpler than full portal registration.

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Staff Checklist

  1. Confirm the customer portal is enabled for the entity.
  2. Confirm the customer account allows portal access.
  3. Confirm the customer’s email address and account number are correct.
  4. Confirm email delivery before assuming the portal login flow is broken.
  5. Use customer-safe public links for one-off access when full portal login is not needed.

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Common Blocks

  • No code arrives: check email address, spam filtering, email delivery, and whether the account is portal-enabled.
  • Invalid code: use the latest email and request a new code after the cooldown if needed.
  • Expired link: request a new login link or sign in with a code.
  • Registration says check email but no portal appears: the response is safe by design. Confirm the email and account number match an active customer account.
  • Customer tries staff login: send the customer portal URL or a public customer link instead.

Customer Portal Overview

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

Portal Profile and Addresses

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

Portal Documents and Email Preferences

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

Portal Email Preference Links and Unsubscribe

Explain token-based email preference links, unsubscribe choices, re-subscribe, and transactional email limits.

Public Order, Payment, and Quote Links

Use tokenized public links for customer order view, payment, shipment tracking, and quote approval.

Portal Quotes and Quote Approval

Help customers review portal quote history, open quote detail, and approve eligible quotes safely.