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Service Portal Guide

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Welcome

This is your hub for information regarding usage of the QuantityWare Service Portal (the “Portal”). Every area of the Portal is covered within our online guide, and you can browse this via the contents below.

Visit the QuantityWare Service Portal

Portal Overview

  • Portal Overview
    • Key Functionality
    • Benefits of the Service Portal
    • SupportCentre
    • DataLounge
    • Systems Manager
    • Customer
    • Alerts & Notices
    • Usage Key Generation
  • Accessing the Portal
    • Obtaining Access
    • Setting Your Password
    • Logging In
    • Resetting Your Password
    • Changing Your Password
  • Using the Portal
    • Navigation Menu
    • Alerts Icon
    • Alerts Pop-Up
    • Action Bar
    • Portal Session
  • Roles & Permissions
    • Roles Overview
    • Responsibilities and Permissions
    • Assigning Roles
    • Roles & Permissions Matrix
  • Purchasers
    • Purchaser Functionality
    • Adding a Purchaser
    • Removing a Purchaser
  • Global Customers
    • Global Customer Functionality
    • Managing Subsidiaries
    • Becoming a Global Customer
  • Portal Release Notes
    • Release Notes

Portal Areas

  • Agreement / Contract Manager
    • Accessing the Agreement Manager
    • Modifying Agreement
  • Contacts Manager
    • Accessing the Contacts Manager
    • Editing Contacts
    • Adding a Contact
    • Removing a Contact
    • Requesting Contact Role Changes
  • Customer Profile
    • Accessing the Customer Profile
    • Customer Name and Addresses
    • Making Changes
  • DataLounge
    • Accessing the DataLounge
    • Downloading a File
    • Changing the Software Filter
  • Payments Manager
    • Accessing the Payments Manager
    • Downloading Financial Documents
    • Discussing Invoices
  • My Profile
    • Accessing My Profile
    • Changing Your Contact Details / Password
    • Requesting a New User Name
  • Reminders Manager
    • Reminder Types
    • Accessing the Reminders Manager
    • Select a Reminder Type
    • View the Reminder Editor
    • Editing Optional Reminder Dates
    • Editing Reminder Recipients
  • SupportCentre
    • Ticket List
    • Submitting a Ticket
    • Ticket Notifications
    • Opening a Ticket
    • Editing / Replying to a Ticket
    • Deleting a Ticket
    • Ticket Category List
  • Systems Manager
    • Overview
    • QuantityWare Usage Keys
    • Accessing the Systems Manager
    • Managing Systems and Keys
    • Extending Usage Keys
    • Managing Installations
    • Trial Usage Keys
    • Requesting a System Limit Increase
  • TUKR
    • Overview
    • Important Details
    • Organization Details
    • Contact Details
    • Target Systems
    • Request Contact and Comments
    • Confirmations & Submit
  • Usage Questionnaire
    • Overview
    • When to Complete
    • How to Complete
    • Next Steps
    • Viewing Completed Questionnaires

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