{"id":8926,"date":"2024-01-01T17:45:49","date_gmt":"2024-01-01T17:45:49","guid":{"rendered":"https:\/\/advantageroute.com\/?p=8926"},"modified":"2024-05-15T14:50:51","modified_gmt":"2024-05-15T14:50:51","slug":"using-the-route-manager-customer-portal-to-manage-your-account","status":"publish","type":"post","link":"https:\/\/shop.advantageroute.com\/shop\/using-the-route-manager-customer-portal-to-manage-your-account\/","title":{"rendered":"Using the Route Manager Customer Portal to Manage Your Account"},"content":{"rendered":"<h1><a href=\"https:\/\/www.mango247.net\/login\" target=\"_blank\" rel=\"noopener\">Click here to go directly to the Customer Portal.<\/a><\/h1>\n<h1>Customer Portal Introduction<\/h1>\n<p style=\"font-weight: 300;\">The Customer Portal is a useful tool to manage your current tickets with ARS and send ticket information updates. Some other useful things you can do is request a training, purchase licenses, view online training courses and more!<\/p>\n<p style=\"font-weight: 300;\">All users listed as an employee of your company in CORE will have the ability to request access to the Portal through our Support Team.<\/p>\n<p style=\"font-weight: 300;\">Currently, access can only be granted by an ARS employee, so please send all requests to <a href=\"mailto:Support@AdvantageRS.com\">Support@AdvantageRoute.com<\/a><\/p>\n<h4>In this article:<\/h4>\n<ul>\n<li><strong>Homepage<\/strong><\/li>\n<li><strong>Side Menu<\/strong><\/li>\n<li><strong>Purchase Services and Licensing<\/strong><\/li>\n<li><strong>My Support Tickets<\/strong><\/li>\n<li><strong>Dashboard<\/strong><\/li>\n<li><strong>Giving Access to Customer Portal<\/strong><\/li>\n<\/ul>\n<p style=\"font-weight: 300;\"><b><strong><em>Note: The Customer Portal is available to both V7 and V8 users, however, V7 users will notice some restrictions within the portal. It is highly recommended that you update to V8 to have access to all features.\u00a0<\/em><\/strong><\/b><\/p>\n<h2>Homepage<\/h2>\n<p style=\"font-weight: 300;\">The Customer Portal Homepage will give you detailed information regarding your account.<\/p>\n<p style=\"font-weight: 300;\">There will be &#8220;Quick Action&#8221; icons that you can use to process the following requests:<\/p>\n<ul>\n<li><b><strong>Manage Licensing<\/strong><\/b><\/li>\n<li><b><strong>Shop Licensing\/Services<\/strong><\/b><\/li>\n<li><b><strong>View Support Tickets<\/strong><\/b><\/li>\n<li><b><strong>Create a New Support Ticket<\/strong><\/b><\/li>\n<li><b><strong>View online Training Courses<\/strong><\/b><\/li>\n<li><b><strong>Account Notifications\u00a0<\/strong><\/b><\/li>\n<\/ul>\n<p style=\"font-weight: 300;\">You will also notice that detailed Licensing Information will be listed with expiration dates.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-8928\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-1.png\" alt=\"\" width=\"909\" height=\"381\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-1.png 909w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-1-300x126.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-1-768x322.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-1-600x251.png 600w\" sizes=\"(max-width: 909px) 100vw, 909px\" \/><\/p>\n<p style=\"font-weight: 300;\">Further down the Home Page you will notice fields giving you information on the following items:<\/p>\n<ul>\n<li><b><strong>Open Support Tickets<\/strong><\/b><\/li>\n<li><b><strong>Technical Information<\/strong><\/b><\/li>\n<li><b><strong>Mango Backups\u00a0<\/strong><\/b><\/li>\n<li><b><strong>Release Notes<\/strong><\/b><\/li>\n<li><b><strong>New Knowledge Base Articles<\/strong><\/b><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8927\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-2.png\" alt=\"\" width=\"907\" height=\"347\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-2.png 907w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-2-300x115.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-2-768x294.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-2-600x230.png 600w\" sizes=\"(max-width: 907px) 100vw, 907px\" \/><\/p>\n<h2>Side Menu<\/h2>\n<p style=\"font-weight: 300;\">The Side Menu will list different options you can access through the Customer Portal. Some of these options are also mentioned under the &#8220;Quick Actions&#8221; section on the Home Page.<\/p>\n<p style=\"font-weight: 300;\">On the Side Menu you will have the ability to access the following items:<\/p>\n<ul>\n<li><b><strong>My Licenses<\/strong><\/b><\/li>\n<li><b><strong>Purchase Services and Licensing<\/strong><\/b><\/li>\n<li><b><strong>My Support Tickets<\/strong><\/b><\/li>\n<li><b><strong>Create New Support Ticket<\/strong><\/b><\/li>\n<li><b><strong>Request Training<\/strong><\/b><\/li>\n<li><b><strong>My Courses<\/strong><\/b><\/li>\n<li><b><strong>Mango Backup<\/strong><\/b><\/li>\n<li><b><strong>Mango Mapping Usage<\/strong><\/b><\/li>\n<li><b><strong>Mange Account<\/strong><\/b><\/li>\n<li><b><strong>Dashboard<\/strong><\/b><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8931\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-3.png\" alt=\"\" width=\"275\" height=\"834\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-3.png 275w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-3-99x300.png 99w\" sizes=\"(max-width: 275px) 100vw, 275px\" \/><\/p>\n<h1>My Licenses<\/h1>\n<p style=\"font-weight: 300;\">The<em>\u00a0My Licenses<\/em>\u00a0option will show you all current licensing information.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8930\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-4.png\" alt=\"\" width=\"906\" height=\"297\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-4.png 906w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-4-300x98.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-4-768x252.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-4-600x197.png 600w\" sizes=\"(max-width: 906px) 100vw, 906px\" \/><\/p>\n<p style=\"font-weight: 300;\">You can click on the quantity to the right of this window and it will give you a pop up to see if you would like to be redirected to the licensing store.<\/p>\n<p style=\"font-weight: 300;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8929\" style=\"font-weight: inherit;\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal5.png\" alt=\"\" width=\"295\" height=\"111\" \/><\/p>\n<h2>Purchase Services and Licensing<\/h2>\n<p style=\"font-weight: 300;\">The\u00a0<em>Purchase Services and Licensing<\/em>\u00a0option will take you to the online Store where you can add more licenses, purchase new ones or purchase hardware\/products.<\/p>\n<p>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8933\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal6.png\" alt=\"\" width=\"908\" height=\"550\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal6.png 908w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal6-300x182.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal6-768x465.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal6-600x363.png 600w\" sizes=\"(max-width: 908px) 100vw, 908px\" \/><\/p>\n<p style=\"font-weight: 300;\">You will also be able to view license pricing as well.<\/p>\n<h2>My Support Tickets<\/h2>\n<p style=\"font-weight: 300;\">The\u00a0<em>My Support Tickets\u00a0<\/em>option<em>\u00a0<\/em>will give you access to all current and past tickets that have been created through you or ARS on the portal.<\/p>\n<p style=\"font-weight: 300;\">It will show you the Ticket Number, Ticket Title, Contact, Status, Resource and Queue.<\/p>\n<p style=\"font-weight: 300;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8932\" style=\"font-weight: inherit;\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-7.png\" alt=\"\" width=\"909\" height=\"210\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-7.png 909w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-7-300x69.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-7-768x177.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-7-600x139.png 600w\" sizes=\"(max-width: 909px) 100vw, 909px\" \/><\/p>\n<p style=\"font-weight: 300;\">You can click on any of these tickets to see additional information such as notes; time spent on the ticket; what was billed and what was offset; who the technician was (resource), as well as technician contact information.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8934\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-8.png\" alt=\"\" width=\"904\" height=\"480\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-8.png 904w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-8-300x159.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-8-768x408.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-8-600x319.png 600w\" sizes=\"(max-width: 904px) 100vw, 904px\" \/><\/p>\n<p style=\"font-weight: 300;\">If you look further down the window, you will also see related articles pertaining to the issue reported in the ticket. You can review these articles to see what steps\/processes are recommended to correct the issue.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8935\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-9.png\" alt=\"\" width=\"902\" height=\"126\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-9.png 902w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-9-300x42.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-9-768x107.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-9-600x84.png 600w\" sizes=\"(max-width: 902px) 100vw, 902px\" \/><\/p>\n<h1>Create New Support Ticket<\/h1>\n<p style=\"font-weight: 300;\">The\u00a0<em>Create New Support Ticket\u00a0<\/em>option will allow you to fill out a form to request assistance from a Support Technician.<\/p>\n<p style=\"font-weight: 300;\">It will automatically create a ticket and send you the ticket number information. It will also notify our office so a tech will be alerted to help you.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8936\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-10.png\" alt=\"\" width=\"908\" height=\"545\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-10.png 908w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-10-300x180.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-10-768x461.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-10-600x360.png 600w\" sizes=\"(max-width: 908px) 100vw, 908px\" \/><\/p>\n<h1>Request Training<\/h1>\n<p style=\"font-weight: 300;\">The\u00a0<em>Request Training\u00a0<\/em>option will allow you to fill out a form to request a training session with one of our Support Technicians. This is helpful if you have someone new in your office or want to start something new like inventory, equipment management or some other project.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8937\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-11.png\" alt=\"\" width=\"907\" height=\"563\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-11.png 907w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-11-300x186.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-11-768x477.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-11-600x372.png 600w\" sizes=\"(max-width: 907px) 100vw, 907px\" \/><\/p>\n<p style=\"font-weight: 300;\">Use the &#8220;Training&#8221; drop down field to select a standard training topic or input details in the notes for a more specified training.<\/p>\n<p style=\"font-weight: 300;\"><em><b><strong>Note<\/strong><\/b><\/em><em><b><strong>: All training requests will be setup for a 1 HR session to go over the standard process to setup and use the module\/feature. If you are looking for more detailed information or request a session longer than 1 hour, please indicate the information in the notes portion of the form. We will then reach out to you.<\/strong><\/b><\/em><\/p>\n<h1>My Courses<\/h1>\n<p style=\"font-weight: 300;\">The\u00a0<em>My Courses\u00a0<\/em>option will give you access to our online tools used during your GoLive training with our New Customer Care team. There are video recordings as well as articles available from the standard training done when you first were setup with ARS.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8938\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-12.png\" alt=\"\" width=\"908\" height=\"391\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-12.png 908w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-12-300x129.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-12-768x331.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-12-600x258.png 600w\" sizes=\"(max-width: 908px) 100vw, 908px\" \/><\/p>\n<h1>Mango Backup<\/h1>\n<p style=\"font-weight: 300;\">The\u00a0<em>Mango Backup\u00a0<\/em>option will allow you to view all the backups taken. This module will help you feel confident that your data is backed up frequently. This will only be available to customers on our Cloud Server or that have purchased the Mango Backup Module.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8939\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-13.png\" alt=\"\" width=\"906\" height=\"142\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-13.png 906w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-13-300x47.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-13-768x120.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-13-600x94.png 600w\" sizes=\"(max-width: 906px) 100vw, 906px\" \/><\/p>\n<h1>Usage<\/h1>\n<p style=\"font-weight: 300;\">The\u00a0<em>Usage<\/em>\u00a0option will allow you to view all routes that have been optimized by date. You can see what day was optimized, who ran the optimization, the route ID as well as the route request date to be optimized.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8940\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-14.png\" alt=\"\" width=\"906\" height=\"268\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-14.png 906w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-14-300x89.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-14-768x227.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-14-600x177.png 600w\" sizes=\"(max-width: 906px) 100vw, 906px\" \/><\/p>\n<h1><b><strong>Manage Account<\/strong><\/b><\/h1>\n<p style=\"font-weight: 300;\">The\u00a0<em>Manage Account\u00a0<\/em>option will allow you to to view your CORE account information for our ARS staff. It will also allow you to add new contacts to the CORE account.<\/p>\n<p style=\"font-weight: 300;\">This is highly recommended for any new employees that you wish to give access to the Customer Portal.<\/p>\n<p style=\"font-weight: 300;\">If you are needing to update Account details such as address, office phone number, company name etc., please send the requests to our <a href=\"mailto:Support@advantagers.com\">Support@AdvantageRoute.com<\/a>\u00a0email.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8941\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-15.png\" alt=\"\" width=\"907\" height=\"341\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-15.png 907w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-15-300x113.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-15-768x289.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-15-600x226.png 600w\" sizes=\"(max-width: 907px) 100vw, 907px\" \/><\/p>\n<h2>Dashboard<\/h2>\n<p style=\"font-weight: 300;\">The\u00a0<em>Dashboard<\/em>\u00a0option will take you back to the Home Page.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8942\" src=\"https:\/\/advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-16.png\" alt=\"\" width=\"906\" height=\"380\" srcset=\"https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-16.png 906w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-16-300x126.png 300w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-16-768x322.png 768w, https:\/\/shop.advantageroute.com\/wp-content\/uploads\/2024\/01\/portal-16-600x252.png 600w\" sizes=\"(max-width: 906px) 100vw, 906px\" \/><\/p>\n<h2>Giving Access to Customer Portal<\/h2>\n<p style=\"font-weight: 300;\">This process can only be done by an ARS employee and requires that the individual sending the request is listed on the CORE account with an email address.<\/p>\n<p style=\"font-weight: 300;\">If you need help setting up your Customer Portal, please email <a href=\"mailto:Support@AdvantageRS.com\">Support@AdvantageRoute.com\u00a0<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Click here to go directly to the Customer Portal. Customer Portal Introduction The Customer Portal is a useful tool to manage your current tickets with ARS and send ticket information updates. Some other useful things you can do is request a training, purchase licenses, view online training courses and more! All users listed as an [&hellip;]<\/p>\n","protected":false},"author":269,"featured_media":8943,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","om_disable_all_campaigns":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[29,25],"tags":[],"class_list":["post-8926","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-company","category-software"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Using the Route Manager Customer Portal to Manage Your Account - Advantage Route Inc.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/shop.advantageroute.com\/shop\/using-the-route-manager-customer-portal-to-manage-your-account\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using the Route Manager Customer Portal to Manage Your Account\" \/>\n<meta property=\"og:description\" content=\"Click here to go directly to the Customer Portal. Customer Portal Introduction The Customer Portal is a useful tool to manage your current tickets with ARS and send ticket information updates. Some other useful things you can do is request a training, purchase licenses, view online training courses and more! 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