Customer Portal Overview
The customer portal is your customer's signed-in, self-service home in PeakCommerce. It gives each account holder one place to manage their subscriptions, billing, account details, and support — without opening a ticket or waiting on a CSR. Because every screen is configurable, the portal you ship reflects your brand, your catalog, and the exact actions you want customers to be able to take on their own. This matters because self-service deflects support load while giving customers the control they expect.
How it works
Customers reach the portal at your portal domain and sign in through Auth0 (or your own IdP / SSO if connected). After login they land on My Subscription, the default view of their active plans. From there they can move between the portal pages you've published.
The portal is assembled from Portal-type pages built in Content → Pages. Each page is composed of configurable blocks — for example an account header, subscription cards, a billing summary, invoice history, payment methods, and usage meters — so you control what each customer sees and in what order.
Self-service actions (change plan, add or remove add-ons, renew, cancel) don't run as hard-coded buttons; they execute as Customer Self-Service journeys. That keeps pricing, eligibility, and retention logic configurable rather than fixed — see customer subscription management and the retention journey.
Who it's for & admin view
The portal is for your end customers. Admins can preview what a customer sees by opening the customer from the user menu (your name, bottom-left) → Settings → Users and using the impersonation / login-as option — useful for troubleshooting and CSR assistance.
Gotcha: which actions a customer can take is gated by portal action permissions, so a published page may still hide or disable a control if the account's profile lacks it.
Next steps
Last updated
Was this helpful?