> For the complete documentation index, see [llms.txt](https://docs.peakcommerce.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.peakcommerce.com/product/customer-self-service/overview/customer-hub-overview.md). # Customer Hub Overview ### Customer Portal Overview The customer portal provides customers with access to their personalized portal within the Peak platform. Through this portal, customers can efficiently manage their accounts and subscriptions. Admins within the Peak platform have the capability to access a customer's portal. To access this feature, navigate to the Users section, locate the relevant customer, and click on Actions > "Login as Customer". ### Components of the Customer Hub **Header Section** At the outset of the customer portal is the header section. This section prominently displays the account name, account balance, and a convenient button for invoice payments. Within the customer portal interface, there are three tabs located on the left-hand side: **My Account Tab** Under this tab, customers can access comprehensive billing and payment information pertinent to their account. This includes details such as invoice history, payment history, and contact information. **My Subscriptions Tab** This tab presents a detailed overview of all subscriptions currently active for the customer, along with associated subscription information. **My Cases Tab** This tab provides access to information related to ongoing cases and support tickets. ### Permissions Management Permissions within the portal dictate the level of access and control a customer has over their portal content. These permissions are determined by the profile settings assigned to the customer. To configure these settings, navigate to the Profiles section, locate the relevant profile assigned to the customer, and click on the "Action" button adjacent to the profile. Then select "Edit". Within the "Edit Profile" settings, header settings can be adjusted under the Pay Invoice tab. The sections "My Account", "My Subscriptions", and "My Cases" in the customer portal are controlled through corresponding tabs in the "Edit Profile" section. Each tab governing these sections is labeled accordingly. Numerous settings are available for customization, including options for viewing, editing, creating, and granting full or restricted access. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.peakcommerce.com/product/customer-self-service/overview/customer-hub-overview.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.