> ## 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 Sign In and Registration
> Help customers sign in to the portal with email and account number, request a one-time code or magic link, register a matching account, and recover from expired portal links.
**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.
## 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.
## 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.
## 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.
## Expired Or Used Links
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.
**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.
## 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.
## 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.
## 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.
## Related Articles
Understand portal login, dashboard, customer navigation, setup requirements, and account-scoped visibility.
Help customers review portal profile fields, manage addresses, and understand what requires staff help.
Help customers download visible documents and manage optional email preferences from the portal.
Explain token-based email preference links, unsubscribe choices, re-subscribe, and transactional email limits.
Use tokenized public links for customer order view, payment, shipment tracking, and quote approval.
Help customers review portal quote history, open quote detail, and approve eligible quotes safely.