Customer Onboarding:

watch our support portal videos

Instruction manual with woman stanging beside a book reading the user manual
Table of Contents
1
Accessing your account
2
How to reset your password
3
Changing your password
4
Managing your organisation's details
5
Adding and editing contacts
6
Adding new users and managing permissions for support tickets
7
Creating and reviewing support tickets
8
Checking your current products and services
9
Accessing your Shibboleth IdP dashboard
10
Where to find your 24/7 support code
11
Finding your service level agreement (SLA) and data processing agreement (DPA)
12
Overt Software's concierge sevice 

Accessing your account

This short video guide will take you through the steps involved when logging into your account for the first time. 

How to reset your password

In this short video guide, we will walk you through the process of resetting your password step by step.


Changing your password

Ensure your password is kept secure by following this process of how you can change your password. 


Managing your organisation's details

In this short video guide, we will show you how you can check and update your organisation's details, such as your finance contact information. By keeping your organisation's details up to date you will help us keep the renewal process as smooth and pain-free as possible. 

Adding and editing contacts

This short video guide will explain how you can keep your contacts details relevant and up to date. Please note: contacts cannot create support tickets. Once they are a contact they will need to be invited as a user to be able to create support tickets (please see below video for details).


Adding new users and managing permissions for support tickets

To create a support ticket an existing contact (please see above video for how to create a contact) has to be invited by the main contact to become a user. This short video guide will quickly take you through the process of inviting a new user. 


Creating and reviewing support tickets

This short video guide will take you through the steps of creating a support ticket and how to review archived tickets. 


Checking your current products and services

This short video guide will highlight where you can find information about your products and services, such as renewal dates, active status and more...


Accessing your Shibboleth IdP dashboard

This short video guide will show you how you can easily access your Shibboleth IdP dashboard from your support portal. 


Where to find your 24/7 support code

This short video guide will help you find your 24/7 support documentation and unique telephone code.


Finding your service level agreement (SLA) and data processing agreement (DPA)

This short video guide will show you where you can find our SLA and DPA from your support portal dashboard. 

Man looking for more guidance and help near a sign post

Overt Software's concierge sevice 

Still unsure? Would you like some more guidance? You can now book a private demonstration with our onboarding team by emailing sales@overtsoftware.com or click the button below.

Contact us