Customer Portal Manual

Accessing the Portal

• To access the customer portal, go to https://cap.ringq.com/login and enter your credentials.
• If you don’t have an account, contact your administrator to create one for you.

The Dashboard

Upon logging in you will see your dashboard. From here, you’re able to see vital information such as:

• Total number of subscriptions
• Active subscriptions
• If any subscriptions are expiring soon
• Expired and inactive subscriptions

From the quick links section, you’re able to download the single and multi-tenant ISO, access ordering, billing and help guides.

License History

From the ”License History” tab you can view key information about your RingQ licenses as well as the history of said licenses; when they were purchased, type of license etc.

Purchases

To buy a new license go to the “Purchases” tab:

1. Select the type of license and edition and add any additional subscription years.

2. Scroll to the bottom of the page and click on “Add to Cart”.

3. Review your purchase and select “Proceed to Checkout” or “Continue Shopping” – if you want to purchase more licenses.

4. Enter your payment details and click on “Pay”.

Invoice

From the ”Invoice” function you can search for a specific invoice and view all your invoices in the table – along with important information about each invoice.

Additionally, you can view your payment details by clicking on the blue arrow.

Account Management

1. Click on the arrow next to the “Account Management” option in the left-hand panel.

2. Two additional options appear; “Profile Settings” and “Sub Account Settings”. Click on “Profile Settings”.

Profile Settings

3. From here you can edit your personal details such as your name and address. Certain fields such as Company Name, User ID, and Partner Discount Percentage cannot be edited.

4. If you make any changes, click on “Update Profile” to save them.

5. Change your Password by clicking on the “Change Password” button.

• A pop-up will appear confirming that you want to change your password. If you’re sure, click on “Yes, send link” to get your password reset email.
• Check your inbox for an email containing your password reset link and click on the link.
• You will be redirected to a page where you can create a new password. Create your password and click “Submit”.

Sub Account Settings – Adding Users

1. Click on “+Create Account” to create an account for a new user.

2. Fill in the new user’s email, name and last name. Click “Submit”.

3. You will see the new user listed in the “Accounts” table.

4. The new user will receive an email with helpful information about their RingQ account.

5. The new user must click on the “Verify my Email” button within the email to verify their account.

6. Once they click on the button they will be taken to a page from where they can create their own password to access their account.