How to Register for the Sage Customer Portal

Transcription

1 How to Register for the Sage Customer Portal 9921 Dupont Circle Drive West, Suite 300 Fort Wayne, IN Phone Fax

2 Register for the Sage Customer Portal Today! Did you know Sage has a customer portal in which you can gain access to important product information, account information, retrieval of product activation codes, and a knowledgebase of information regarding potential resolutions to different issues with the product. For new and existing Sage customers, you need to sign up for a Sage Customer Portal Account before you can log on to the portal for the first time. Open a web browser and navigate to 1. On the Customer Portal home page, click Log On in the upper right hand corner to display the logon page.

3 2. On the logon page, click the Sign-up for a Portal Account link. 3. On the sign up page, you will be presented with two options: If you are an existing Sage customer, select the option I am an existing Sage Customer and type your Sage Customer Account ID (a 10 digit number starting with the number 4) in the My Sage Customer Account ID field; this is a required field. If you are a new Sage customer, select the option I am a new Sage Customer. 4. Click Continue.

4 5. Fill in the required fields and follow the instructions on the screen. Please note you will be asked for a valid address and a password. You will use your address to log on to the Sage Customer Portal. 6. Click Sign Up to complete your registration. Completing the above steps will create your customer portal account and allow you access to important information you as a customer can take advantage of. Only an authorized company representative can create an account in the customer portal. Please contact us today if you need the document in which to fill out and submit to Sage to update or add individuals to your Sage account. Sage Customer Portal Features Knowledgebase The Sage Knowledgebase is a vast repository of articles and technical documentation. You can search all content by performing a basic Knowledgebase search, or you can limit your results using options like product and application with an advanced Knowledgebase search. Use keywords when you search the Sage Knowledgebase to get the most relevant search results. As a Sage customer, you have access to all public content plus articles specific to the Sage products that you own. For many Sage products, there is no need to log on to search the knowledgebase. Just click the Knowledgebase tab on the navigation bar to begin looking for articles that can help resolve your issues. For other products, you need to log on to access more knowledgebase articles and perform other actions such as subscribing to knowledgebase articles, providing feedback about an article to the author, and rating articles. Registering Your Product You can register your Sage product using the Customer Portal. Before you can register, you need to sign up for a Customer Portal account first. After you've logged on, click the Product Registration tab located on the navigation bar. You will need your products serial number in order to register your product. Retrieving Product Registration/Activation Codes Once you've signed up for a Customer Portal account, you can log on and view your activation codes in case you ever need to reinstall your product. Your activation codes can be found in the Details area located under the Products on the navigation bar. Technical Product Question Online Case Submission If you have an active Service Plan Contract, you can submit a Technical Product Question case after logging on to the Customer Portal. A Technical Product Question case relates directly to a product and is assigned a unique ID, always beginning with the number 8. All Technical Product Questions generate a response from Sage. General Question Online Case Submission A General Question case is a non-technical inquiry that is not related to a Product. The system assigns each General Question case a unique Request Number ID, always beginning with the number 9. No contract is required to submit a General Question case. Account Maintenance, Billing or Finance, and Customer Satisfaction are examples of requests not directly related to products. You should create a General Question case to remove an employee from your contact list, for example, if the person is no longer employed with your company.

5 Sage Customer Portal FAQs - Frequently Asked Questions What are the supported internet browsers for the Sage Customer Portal? Microsoft Internet Explorer and Google Chrome for Windows are the supported internet web browsers for use with the Sage Customer Portal. If you use Firefox, Safari or other browsers and encounter issues, we recommend usinginternet Explorer and/or Google Chrome for Windows instead. If you use Internet Explorer 8 or 9, click the Compatibility View button to the right of the address bar to avoid potential issues. To permanently enable Compatibility View for the Sage Customer Portal, go to Tools > Compatibility View Settings and click [Add]. Please note: If you recently upgraded to the Windows 8 operating system and are attempting to use the desktop version of Internet Explorer 10, an issue is under investigation where functionality does not respond to user actions. Therefore, we recommend that you download and use Google Chrome as your web browser in the interim when interacting with the Sage Customer Portal. How do I reset my password if I lost or forgot mine? Follow the steps below to reset your password. You will need the address for which you are registered and your User ID. A temporary password will be sent to your address. 1. Click Forgot your password? 2. Click Reset Password. 3. Enter your User ID and address (by default, the User ID is the same as the address). 4. Click the Submit button. 5. Check your for the temporary password. It may take up to ten minutes for your new password to arrive. 6. Log on using the temporary password. 7. When prompted, enter a new password that meets the following criteria: Passwords must contain at least eight characters Passwords must contain at least one number and one special character. Passwords must not begin with a special character I tried to log on with the wrong password too many times and now my password is locked. What should I do? 1. From the Logon page, click Forgot Your Password? 2. Click Unlock My Account. 3. Enter your User ID and Address. 4. Click Submit. You can log on immediately after unlocking your account. If you would like assistance using the Sage Portal contact us at info@dwdtechgroup.com. Copyright 2015 DWD Technology Group All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.