Registration
In order for a user to register they must already be a contact in Microsoft CRM.
To register enter the email address in the Email address field and click register.
An email will be sent to the entered email address with a new password.
Note: If more than one account in the system has the same email address the first item found will be used.
Forgot Password
If you have forgotten your password simply enter an email address and click forgot password. An email will be sent to the entered email address with the password.
Login
To login to the system enter your email address and password and click the login button.
Change Password
To change the password for the Web Portal you must first login then select the “Change Password” link in the top right hand corner.
You will be greeted with the following items
Enter a “New Password” and repeat it in the “Confirm New Password” box then click submit.
If you have entered them correctly you will see the following message
Submitting a New Case
Login to the web portal and hit the “Submit New Case” button on the menu.
Fill in the first set of questions. The number of questions and the question themselves is determined by the company and will vary from company to company. When you are done click Next.
The next page will allow you to attach a file to the case.
If you require an attachment click Browse and select the file.
This page also gives you the case number you have just submitted. Record this for reference.
Click Done to finish submitting the case. You will be redirected the the “Cases” area if available.
Cases
The “Cases” area allows you to see what cases you (and your organisation) submitted to your MSP.
The “Active Cases” and “Resolved Cases” tick boxes allow you to display display active and\or resolved cases in the list.
The “Back” and “Next” allow you to go from page to page if your list of cases exceeds the “Show # per page” number.
The “Show # per page.” setting allows you to select how many cases will appear on the list for each page.
Clicking the link in the “Case #” column will allow you to view details about that particular case.
If the case is not resolved you may send a comment to the case manager by filling in the box provided and clicking “Submit”.
Outages
Outages allows you to view any scheduled maintenance or downtime for your organisation.
The “Current Outages” and “Past\Expired Outages” tick boxes allow you to display display current and\or historic outages in the list.
The “Back” and “Next” allow you to go from page to page if your list of outages exceeds the “Show # per page” number.
The “Show # per page.” setting allows you to select how many outages will appear on the list for each page.
Account Statement
Account Statement allows you to view your invoices for services performed by your MSP.
The “Unpaid Invoices” and “Paid Invoices” tick boxes allow you to display display paid and\or unpaid invoices in the list.
The “Back” and “Next” allow you to go from page to page if your list of invoices exceeds the “Show # per page” number.
The “Show # per page.” setting allows you to select how many invoices will appear on the list for each page.
Clicking on the link in the “Invoice #” column will display the invoice and allow you to print it.
The “Click Here” link in the “Sign off” allows you to select yes or no for weather you agree with the charges and submit any necessary comments.
Allotment Statement
Allotment Statement allows you to generate reports for your allotments as well as to check the balance of your allotments for any contracts you have with your MSP.
The top section in this area allows you to generate an Allotment report. Select the date range the report is for and what allotment type you wish to search for and click “Search” a report (if available) will be displayed in a new window.
The bottom section allows you to view the balance of your Contracts. Click the 
button to expand the contract to view the contract lines and there balance.
Clicking on a contract line will allow you to view the log of allotments for that contract line.
Knowledge base
Knowledge base allows you to view articles that may help solve your problem or perform a task without requiring the help of your MSP.
First select a category\subject (or select All at the bottom) then select an available article from the second list that appears. The article will pop up in a new window allowing you to view it and print it as required.
Contact Us
Contact us allows you to view contact details and send an email message to your MSP.
If you are logged in then it will display your name, company and email address automatically all you have to do is enter a message and click Submit to send.
If you are not logged in you will have to enter your name, company and email address along with the message to send. Finally you will have to fill in the CAPTCHA code such as the one below before you click submit.
Logout
When you are logged in this will let you log out of the portal.