The customer portal is a self-service area where your customers can manage everything related to their purchases without contacting you. It is built directly into your WordPress site and is accessible to any customer who has a WordPress user account.
What Customers Can Do in the Portal #
- View all of their licenses and their current status
- Manage site activations on their licenses (add or remove activated sites)
- Download software files and updates associated with active licenses or support contracts
- View subscription status and billing history
- View support contract details
- Update account preferences
What DMSI Subscriptions Pro Adds
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With Subscriptions Pro active, the Subscriptions section of the portal gains additional self-service capabilities:
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– Pause Subscription — customers can pause billing for 30, 60, or 90 days
– Resume Subscription — customers can end a pause early
– Cancel with Survey — cancellation includes a survey asking why they are leaving
– Reactivate Subscription — customers who cancelled within 90 days can reactivate
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These actions appear as buttons on each subscription in the portal’s Subscriptions section. The buttons shown depend on the subscription’s current status and which features are enabled in settings.
Portal Sections #
| Section | Description |
|---|---|
| Dashboard | Overview of licenses, recent downloads, and subscription status |
| Licenses | Full list of licenses with status, activation counts, and expiration dates |
| Downloads | Download software files associated with active licenses or support contracts |
| Subscriptions | View subscription status, billing history, and manage with SP actions |
| Support Contracts | View support contract status and details |
| Account | Update email preferences and view account information |