docs: Remove old portal guides (merged into Ops_Portal_Guide.md)

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 # Client Portal Guide
 **Version:** 1.0
 **Last Updated:** January 2026
 **Audience:** Customers and End Users
 ---
 ## Foreword
 Welcome to your Client Portal Guide. This document will help you navigate our customer portal to manage support tickets, view invoices, track assets, and communicate with our team.
 **What You'll Learn:**
 - Navigate the portal dashboard
 - Create and manage support tickets effectively
 - View and pay invoices
 - Access your technical documentation
 - Manage contacts and profile settings
 ---
 ## Table of Contents
 ### Part I: Getting Started
 1. [Accessing the Portal](#1-accessing-the-portal)
 2. [Logging In](#2-logging-in)
 3. [Password Reset](#3-password-reset)
 4. [Dashboard Overview](#4-dashboard-overview)
 ### Part II: Support Tickets
 5. [Creating a New Ticket](#5-creating-a-new-ticket)
 6. [Viewing Your Tickets](#6-viewing-your-tickets)
 7. [Ticket Details](#7-ticket-details)
 8. [Replying to Tickets](#8-replying-to-tickets)
 9. [Attachments and Screenshots](#9-attachments-and-screenshots)
 10. [Ticket Priorities](#10-ticket-priorities)
 11. [Email Notifications](#11-email-notifications)
 ### Part III: Invoices & Payments
 12. [Viewing Invoices](#12-viewing-invoices)
 13. [Invoice Details](#13-invoice-details)
 14. [Making Payments](#14-making-payments)
 15. [Recurring Invoices](#15-recurring-invoices)
 16. [Setting Up Auto-Pay](#16-setting-up-auto-pay)
 17. [Payment History](#17-payment-history)
 ### Part IV: Technical Information
 18. [Your Assets](#18-your-assets)
 19. [Company Documents](#19-company-documents)
 20. [Domain Information](#20-domain-information)
 21. [SSL Certificates](#21-ssl-certificates)
 ### Part V: Account Management
 22. [Your Profile](#22-your-profile)
 23. [Changing Your Password](#23-changing-your-password)
 24. [Managing Contacts](#24-managing-contacts)
 25. [Contact Permissions](#25-contact-permissions)
 ### Part VI: Tips & Best Practices
 26. [Mobile Access](#26-mobile-access)
 27. [Creating Effective Tickets](#27-creating-effective-tickets)
 28. [Security Best Practices](#28-security-best-practices)
 29. [Frequently Asked Questions](#29-frequently-asked-questions)
 ### Appendix
 30. [Quick Reference Card](#30-quick-reference-card)
 31. [Glossary](#31-glossary)
 32. [Getting Help](#32-getting-help)
 ---
 ## Part I: Getting Started
 ### 1. Accessing the Portal
 The client portal is accessible from any web browser on your computer, tablet, or smartphone.
 **Portal URL:** Your IT provider will give you the specific portal address.
 **Supported Browsers:**
 - Google Chrome (recommended)
 - Mozilla Firefox
 - Microsoft Edge
 - Safari
 ---
 ### 2. Logging In
 1. Navigate to the portal URL
 2. Enter your **Email Address**
 3. Enter your **Password**
 4. Click **Sign In**
 **First-Time Login:**
 - Your IT provider will send login credentials via email
 - You may be prompted to change your password on first login
 - Store your credentials securely (we recommend a password manager)
 **Microsoft SSO:** If your organization uses Microsoft 365, you may see a "Sign in with Microsoft" option for single sign-on.
 ---
 ### 3. Password Reset
 **From the Login Page:**
 1. Click **Forgot Password?** below the sign-in button
 2. Enter your registered email address
 3. Click **Reset My Password**
 4. Check your email for the reset link
 5. Click the link and create a new password
 **While Logged In:**
 1. Click your **Name** in the top-right corner
 2. Select **Account**
 3. Scroll to the **Password** section
 4. Enter your new password
 5. Click **Save Password**
 **Password Requirements:**
 - Minimum 8 characters (recommended: 12+)
 - Mix of uppercase, lowercase, numbers, and symbols
 - Avoid dictionary words and personal information
 ---
 ### 4. Dashboard Overview
 After logging in, your dashboard displays personalized information based on your contact permissions.
 **Standard View (All Users):**
 - **New Ticket** button - Quick access to create support requests
 - **Your Assigned Assets** - Devices and equipment assigned to you
 **Billing View (Billing Contacts):**
 - **Account Balance** - Outstanding amount owed
 - **Recurring Monthly** - Your monthly subscription total
 **Technical View (Technical Contacts):**
 - **Domains Expiring** - Domains requiring renewal soon
 - **Certificates Expiring** - SSL certificates needing attention
 - **Asset Warranties** - Equipment with expiring warranties
 **Navigation Menu:**
 | Menu Item | What It Shows |
 |-----------|---------------|
 | Home | Dashboard with summary cards |
 | Tickets | Your support tickets |
 | Finance | Invoices, Quotes, Auto-Pay |
 | Technical | Contacts, Documents, Domains, Certificates, All Tickets |
 | Your Name | Account settings and Sign Out |
 ---
 ## Part II: Support Tickets
 ### 5. Creating a New Ticket
 Tickets are the primary way to request support, report issues, or ask questions.
 **To Create a Ticket:**
 1. Click the **New Ticket** button (blue button on dashboard)
 2. Fill out the form:
 | Field | Description | Required |
 |-------|-------------|----------|
 | Subject | Brief summary of your issue | Yes |
 | Priority | Low, Medium, or High | Yes |
 | Category | Type of issue (Hardware, Software, etc.) | No |
 | Description | Detailed explanation | Yes |
 | Attachments | Screenshots or files | No |
 3. Click **Raise Ticket**
 ---
 ### 6. Viewing Your Tickets
 **To View All Tickets:**
 1. Click **Tickets** in the navigation menu
 2. Browse your list of tickets
 **Ticket List Shows:**
 - Ticket number
 - Subject line
 - Current status
 - Last update date
 - Priority level
 **Filtering Tickets:**
 - Use the search box to find specific tickets
 - Filter by status (Open, Closed, etc.)
 ---
 ### 7. Ticket Details
 Click any ticket to view full details.
 **Ticket View Includes:**
 - Complete conversation history
 - All replies (yours and technician's)
 - File attachments
 - Time tracking (if visible)
 - Status and priority
 - Assigned technician
 **Status Meanings:**
 | Status | Meaning |
 |--------|---------|
 | Open | Active and being worked on |
 | In Progress | Technician is actively working |
 | Waiting on Client | We need information from you |
 | Waiting on Vendor | Waiting for third-party response |
 | Closed | Resolved and completed |
 ---
 ### 8. Replying to Tickets
 Keep all communication in the ticket for a complete record.
 **To Reply:**
 1. Open the ticket
 2. Scroll to the reply box at the bottom
 3. Type your message
 4. Click **Reply**
 **Tips:**
 - Be specific and include relevant details
 - Quote error messages exactly
 - Mention any changes since your last message
 - Respond promptly when asked questions
 ---
 ### 9. Attachments and Screenshots
 Visual information helps technicians understand issues faster.
 **To Attach Files:**
 1. In a new ticket or reply, look for the attachment option
 2. Click to upload or drag-and-drop files
 3. Supported formats: Images, PDFs, documents
 **Taking Screenshots:**
 - **Windows:** Press `Windows + Shift + S` to snip
 - **Mac:** Press `Cmd + Shift + 4` to select area
 - **Mobile:** Power + Volume buttons (varies by device)
 **What to Capture:**
 - Error messages (exact text)
 - Unexpected behavior
 - Settings screens
 - Before/after comparisons
 ---
 ### 10. Ticket Priorities
 Set appropriate priority to help us respond correctly.
 | Priority | Use When | Expected Response |
 |----------|----------|-------------------|
 | **High** | Business stopped, security risk, multiple users affected | 15-30 minutes |
 | **Medium** | Major function impaired, workaround exists | Within 2 hours |
 | **Low** | Minor issue, general question, single user | Same business day |
 **Important:** Reserve High priority for genuine emergencies. Overusing it delays response to actual critical issues.
 ---
 ### 11. Email Notifications
 Stay informed without logging in.
 **You'll Receive Emails When:**
 - A technician replies to your ticket
 - Your ticket status changes
 - A ticket is closed
 **Replying by Email:**
 - You can reply directly to notification emails
 - Your reply is added to the ticket
 - Keep your email address current
 **Managing Notifications:**
 - Notifications go to your registered email
 - Check spam/junk if not receiving them
 - Contact support if email address needs updating
 ---
 ## Part III: Invoices & Payments
 ### 12. Viewing Invoices
 **Note:** Invoice access requires Billing Contact or Primary Contact permissions.
 **To View Invoices:**
 1. Click **Finance** in the navigation
 2. Select **Invoices**
 3. Browse the invoice list
 **Invoice List Shows:**
 - Invoice number
 - Date issued
 - Amount
 - Status (Paid, Unpaid, Partial)
 - Due date
 ---
 ### 13. Invoice Details
 Click any invoice to see complete information.
 **Invoice View Includes:**
 - Company information
 - Line items with descriptions
 - Quantities and unit prices
 - Subtotals and taxes
 - Payment terms
 - Outstanding balance
 **Downloading Invoices:**
 - Click **Download PDF** to save a copy
 - Use for expense reports or records
 - PDF includes all invoice details
 ---
 ### 14. Making Payments
 Pay invoices directly through the portal (if online payments are enabled).
 **To Pay an Invoice:**
 1. Open the invoice
 2. Click **Pay Now** or **Make Payment**
 3. Enter payment details
 4. Confirm the payment
 **Payment Methods:**
 - Credit/Debit Card (Visa, Mastercard, Amex)
 - Payment processing is secure (PCI compliant)
 **Payment Confirmation:**
 - Receipt displayed on screen
 - Confirmation email sent
 - Invoice status updates automatically
 ---
 ### 15. Recurring Invoices
 Regular subscriptions and services appear as recurring invoices.
 **To View Recurring Invoices:**
 1. Click **Finance**
 2. Select **Recurring Invoices**
 **Recurring Invoice Details:**
 | Field | Meaning |
 |-------|---------|
 | Scope | What the charge covers |
 | Amount | Regular payment amount |
 | Next Bill Date | When the next invoice generates |
 | Frequency | How often (Monthly, Yearly, etc.) |
 | Auto Pay | Whether automatic payment is enabled |
 ---
 ### 16. Setting Up Auto-Pay
 Never miss a payment with automatic billing.
 **To Enable Auto-Pay:**
 1. Click **Finance** > **Auto Payment**
 2. Enter your card details:
   - Email address
   - Card number
   - Expiration date
   - Security code (CVV)
   - Cardholder name
   - Billing address
 3. Click **Save Card**
 **Managing Auto-Pay:**
 - Toggle auto-pay on/off per recurring invoice
 - Update card details anytime
 - Remove saved cards from your account
 **Security:**
 - Card details are encrypted
 - We never see your full card number
 - Payments process through secure gateway
 ---
 ### 17. Payment History
 Track all your payments in one place.
 **Finding Payment History:**
 - View paid invoices in the Invoices section
 - Filter by "Paid" status
 - Check individual invoices for payment dates
 **Payment Records Show:**
 - Payment date
 - Amount paid
 - Payment method
 - Invoice applied to
 ---
 ## Part IV: Technical Information
 ### 18. Your Assets
 View equipment and devices managed on your behalf.
 **Note:** Asset access requires Technical Contact or Primary Contact permissions.
 **To View Assets:**
 1. Click **Technical**
 2. Select your company's assets section
 3. Browse the asset list
 **Asset Information:**
 - Device name and type
 - Make and model
 - Serial number
 - Installation date
 - Warranty expiration
 - Assigned user
 **Assigned Assets:**
 Your personally assigned devices appear on the dashboard.
 ---
 ### 19. Company Documents
 Access shared documentation and files.
 **To View Documents:**
 1. Click **Technical**
 2. Select **Documents**
 3. Browse or search for documents
 **Common Document Types:**
 - Network diagrams
 - User guides
 - Policies and procedures
 - Configuration notes
 - Training materials
 **Downloading Documents:**
 - Click on any document to view
 - Download to your device if needed
 ---
 ### 20. Domain Information
 Track your organization's internet domains.
 **Note:** Domain access requires Technical Contact permissions.
 **To View Domains:**
 1. Click **Technical**
 2. Select **Domains**
 **Domain Details:**
 - Domain name (e.g., yourcompany.com)
 - Registrar
 - Expiration date
 - DNS information
 **Expiration Alerts:**
 - Domains expiring within 45 days appear on your dashboard
 - Renew before expiration to avoid service interruption
 ---
 ### 21. SSL Certificates
 Monitor security certificates for your websites.
 **Note:** Certificate access requires Technical Contact permissions.
 **To View Certificates:**
 1. Click **Technical**
 2. Select **Certificates**
 **Certificate Details:**
 - Certificate name
 - FQDN (Fully Qualified Domain Name)
 - Issuer (Let's Encrypt, DigiCert, etc.)
 - Expiration date
 **Why Certificates Matter:**
 - Enable HTTPS (secure browsing)
 - Expired certificates cause browser warnings
 - May impact email and other services
 ---
 ## Part V: Account Management
 ### 22. Your Profile
 Update your personal information and preferences.
 **To Access Your Profile:**
 1. Click your **Name** in the top-right corner
 2. Select **Account**
 **Editable Information:**
 - Display name
 - Phone numbers
 - Email address (may require verification)
 - Profile photo
 ---
 ### 23. Changing Your Password
 Regularly update your password for security.
 **To Change Password:**
 1. Click your **Name** > **Account**
 2. Scroll to **Password** section
 3. Enter your new password
 4. Click **Save Password**
 **Password Tips:**
 - Use a unique password for this portal
 - Consider a password manager
 - Change immediately if you suspect compromise
 - Never share your password
 ---
 ### 24. Managing Contacts
 Primary and Technical contacts can manage their organization's contacts.
 **To View Contacts:**
 1. Click **Technical**
 2. Select **Contacts**
 **Contact Information:**
 - Name and title
 - Department
 - Phone and email
 - Portal access status
 - Assigned permissions
 **Adding a Contact:**
 1. Click **Add Contact**
 2. Fill in required information
 3. Set permissions (see next section)
 4. Save the contact
 ---
 ### 25. Contact Permissions
 Different contact types see different portal features.
 **Contact Types:**
 | Type | Portal Access |
 |------|---------------|
 | **Standard** | Tickets, own profile, assigned assets |
 | **Billing** | + Invoices, payments, quotes, recurring invoices |
 | **Technical** | + Assets, documents, domains, certificates, all tickets |
 | **Primary** | Full access to all features |
 **Important Notes:**
 - Contacts can have multiple types (e.g., Billing AND Technical)
 - Primary contacts have full visibility
 - Only Primary/Technical contacts can manage other contacts
 ---
 ## Part VI: Tips & Best Practices
 ### 26. Mobile Access
 The portal works on all modern smartphones and tablets.
 **Mobile Features:**
 - Full functionality (create tickets, view invoices, etc.)
 - Responsive design adapts to screen size
 - Camera integration for quick photo attachments
 **Mobile Tips:**
 - Bookmark the portal for quick access
 - Use "Add to Home Screen" for app-like access
 - Rotate to landscape for wider tables
 ---
 ### 27. Creating Effective Tickets
 Help us help you faster with well-written tickets.
 **Subject Line Tips:**
 - Be specific: "Outlook won't open" vs "Email issue"
 - Include location if relevant: "Printer on 2nd floor jammed"
 - Mention user count: "All sales team cannot access CRM"
 **Description Best Practices:**
 - **What happened:** Describe the problem clearly
 - **When it started:** Note the date/time
 - **What you tried:** List troubleshooting steps taken
 - **Error messages:** Copy exact text or screenshot
 - **Impact:** How this affects your work
 **Example Good Ticket:**
 ```
 Subject: Cannot print to HP LaserJet in Conference Room B
 Started this morning around 9 AM. Print jobs show as
 sent but nothing prints. Other printers work fine.
 Tried restarting my computer - no change.
 Error shows "Printer offline" but the printer is on
 and has paper. Need this for client meeting at 2 PM.
 ```
 ---
 ### 28. Security Best Practices
 Protect your account and organization.
 **Password Security:**
 - Use unique, strong passwords
 - Enable two-factor authentication if available
 - Never share login credentials
 - Log out on shared or public computers
 **Email Security:**
 - Verify sender before clicking links
 - Official portal emails come from known addresses
 - When in doubt, log in directly (don't click email links)
 **Reporting Issues:**
 - Report suspicious activity immediately
 - Create a high-priority ticket for security concerns
 - Never ignore warning signs
 ---
 ### 29. Frequently Asked Questions
 **Q: Can I create tickets by email?**
 A: Yes, email support@[yourprovider] and a ticket is created automatically.
 **Q: Why can't I see invoices?**
 A: Invoice access requires Billing or Primary contact permissions. Contact your administrator.
 **Q: Can multiple people work on the same ticket?**
 A: Yes, all contacts can view and reply to tickets (visibility depends on permissions).
 **Q: How do I add someone to the portal?**
 A: Primary or Technical contacts can add new contacts via Technical > Contacts > Add Contact.
 **Q: What happens when a ticket is closed?**
 A: Closed tickets remain visible for your records. You can request reopening if needed.
 **Q: Is the portal accessible 24/7?**
 A: Yes, the portal is always available. Support hours vary by provider.
 **Q: How long are tickets kept?**
 A: Tickets are retained indefinitely for your records and ours.
 ---
 ## Appendix
 ### 30. Quick Reference Card
 **Common Actions:**
 | Task | Navigation |
 |------|------------|
 | Create Ticket | Dashboard > New Ticket |
 | View Tickets | Tickets (top menu) |
 | View Invoices | Finance > Invoices |
 | Pay Invoice | Finance > Invoices > [Select] > Pay Now |
 | Set Up Auto-Pay | Finance > Auto Payment |
 | View Assets | Technical > Assets |
 | View Documents | Technical > Documents |
 | Update Profile | [Your Name] > Account |
 | Change Password | [Your Name] > Account > Password |
 | Sign Out | [Your Name] > Sign Out |
 **Keyboard Shortcuts:**
 - `Tab` - Move between form fields
 - `Enter` - Submit forms
 - `Ctrl/Cmd + F` - Search on page
 ---
 ### 31. Glossary
 | Term | Definition |
 |------|------------|
 | **Asset** | Hardware or equipment tracked in the system |
 | **Auto-Pay** | Automatic payment from saved card |
 | **Billing Contact** | User with access to financial information |
 | **Certificate** | SSL/TLS security certificate for websites |
 | **Domain** | Internet address (e.g., company.com) |
 | **FQDN** | Fully Qualified Domain Name (complete address) |
 | **Primary Contact** | Main contact with full portal access |
 | **Recurring Invoice** | Automatically generated regular invoice |
 | **Technical Contact** | User with access to technical information |
 | **Ticket** | Support request or issue report |
 ---
 ### 32. Getting Help
 **For Portal Issues:**
 - Create a support ticket
 - Call our help desk
 - Email our support team
 **For Training Questions:**
 - Review this guide
 - Ask your IT administrator
 - Contact support for clarification
 **For Account Problems:**
 - Use "Forgot Password" for login issues
 - Contact support if locked out
 - Your administrator can reset access
 ---
 ## Sources & References
 - [ITFlow Official Documentation](https://docs.itflow.org/)
 - [ITFlow Contacts Guide](https://docs.itflow.org/contacts)
 - ITFlow Client Portal (v25.12)
 - [Welcome to your new Portal](Welcome_to_your_new_Portal.md)
 - [Tickets and Ticketing](Tickets_and_Ticketing.md)
 ---
 *This guide is designed for general ITFlow client portal usage. Your specific portal may have additional features or different configurations based on your IT provider's setup.*
--- a/Started/Welcome_to_your_new_Portal.md
+++ b/Started/Welcome_to_your_new_Portal.md
@ -1,305 +0,0 @@
 # Welcome to your new Portal!
 This guide will help you navigate and make the most of your portal experience. **Note** your portal **may not look the exact same** as the one outlined information available will depend on your assigned roles.
 ## Getting Started
 ### Logging In
 - Visit [https://portal.dbits.ca](https://portal.dbits.ca/)
 - Enter your **Username** and **Password**
 - Click **“Sign In”**
 **Forgot your password?** Click the [**Forgot Password**](https://wiki.dbits.ca/en/Customer-Portal#PassReset) link and follow the instructions to reset it.
 ### Dashboard Overview
 Once logged in, you’ll see your main dashboard with:
 - **Home:** Brings you to the main dashboard.
 - **Tickets:** Shows you a overview of your tickets and status.
 - **Finance:** has subcategories including:
 **Invoices:** Overview of your Invoices.
 - **Recurring Invoices:** Overview of your Recurring Invoices.
 - **Quotes:** Overview of your Quotes.
 - **Auto Payment:** Information about your AutoPay setup.
 - **Technical:** has subcategories including:
 **Contacts:** List of your Contacts.
 - **Documents:** List of your Documents.
 - **Domains:** List of your Domin Information.
 - **Certificates:** List of your Certificate Information.
 - **All Tickets:** Information about all your Tickets.
 - **Your Profile (Name):** has subcategories including:
 **Account:** Manage or view account info and settings.
 - **Sign Out:** Signs you out of your Account.
 ## Managing Support Tickets
 ### Creating a New Ticket
 - Click **“New Ticket”** button
 - Fill out the ticket form:
 **Subject:** Brief description of your issue.
 - **Priority:** Choose from Low, Medium, High.
 - **Category:** Select the type of issue (Hardware, Software, Network, etc.)
 - **Description:** Provide detailed information about the problem.
 - Click **“Raise Ticket”**
 ### Viewing Your Tickets
 - Navigate to the **“Tickets”** section to see all your support requests
 ### Ticket Details
 Click on any **ticket** to view:
 - Full conversation history
 - Status updates
 - Time tracking information
 - Attached files and documents
 - Resolution details
 ### Communicating on Tickets
 - Add comments or replies directly in the ticket
 - Upload additional files or screenshots
 - Receive email notifications for updates
 - Track response times and resolution progress
 ## Viewing Invoices and Billing
 ### Invoice Management
 - Go to the **“Invoices”** section
 - View all current and past **Invoices**
 - Check payment **Status** and **Due Dates**
 - Download **PDF** copies of invoices
 ## Making Payments
 - Online payment options (if enabled)
 - View payment history
 - Set up automatic payments (if available)
 - Access receipts and payment confirmations
 ## Auto Payments
 ### Add Auto Payments
 - Go to **Finance** and Select **Auto Payment**
 - This will pull-up the **AutoPay** details you will need to provide the following:
 - **Email**
 - **Card Information**
 - **Cardholder Name**
 - **Country or Reigon**
 - **Postal/Zip Code**
 - Select **Save Card**
 ### Check Auto Payments
 - Go to **Finance** and Select **Recurring Invoices**
 - This will open all your **Auto Payments** as **Recurring Invoices** and you can View:
 - **Scope**
 - **Amount**
 - **Next Bill Date**
 - **Freqency**
 - **Auto Pay** (where you can **Enable** and **Disable** Payments)
 ## Asset and Network Information
 ### Network Domains
 - Your Currently **Owned Domains**.
 - Your Current **Domain Names**.
 - Your Domain **Expiry Date**.
 ### Web Certificates
 - Name of the **Certificate**.
 - Your **FQDN** (Fully Qualified Domain Name).
 - Your Certificate **Issuer**.
 - Your Certificate **Expiry Date**.
 ## Documentation and Knowledge Base
 ### Adding Resources
 This section outlines the standard process for adding new resources to the IT Flow system. Resources may include documentation, reference materials, guides, links, or internal notes relevant to operations and support.
 **General Guidelines for Adding Resources**
 - Keep it **Relevant**.
 - Only add resources that are accurate, useful, and applicable to your clients or internal staff.
 - Use Clear **Titles**.
 - Make resource **Titles** concise and **Searchable**.
 - If the resource may **change** over time, include a version number or last-updated date.
 - Review regularly to ensure information is still **accurate** and **up-to-date**.
 - **Archive** outdated entries instead of deleting them when possible.
 ### Accessing Resources
 Accessing Resources is possible **however** the Resource needs to be created/Added then uploaded to **Documents** after which the information can be found manually or by search bar.
 - Browse help **Articles** and **Tutorials**
 - **Download** user **Manuals** and **Guides**
 - Access **Policies** and **Procedures**
 ## Self-Service Options
 ### Password reset instructions
 There are **two ways** to reset your **password**, One while **Logged in** the other at the **customer portal login**.
 - **While Logged in** go to your **Username** and select **Account**.
 - On the **Profile** screen scroll down to **Password** Type your new desired password and select **Save Password**.
 - While at the **Customer Portal** go to the bottom and select **“Forgot Password?”**.
 \
 - Type your **Current email** in the provided feild and select **Reset My Password**.
 - This will send you the **email password reset link** with the remaining instructions.
 ## Account Settings
 ### Profile Management
 - Click on **“Technical”**
 - Click on **“Contacts”**
 - Click on the **Correct Profile**
 - Change required **Information** (Name, Email, Roles, Portal Authentication)
 - Select **Save**
 ## Mobile Access
 ### Using the Portal on Mobile
 - Access through your **Mobile Browser**
 - Responsive design **Adapts To Your Screen Size**
 - **Full Functionality** available on smartphones and tablets
 - Quick **Ticket Creation** and **Status Checking**
 ## Tips for Best Results
 ### When Creating Tickets
 - **Be Specific:** Include error messages, steps to reproduce the issue
 - **Include Context:** When did the issue start? What were you doing when it occurred?
 - **Set Appropriate Priority:** Reserve **“High”** for business-stopping issues
 ### Communication Best Practices
 - Respond **Promptly** to technician questions
 - Keep all communication within the **Ticket** system
 - Provide **Feedback** on resolutions
 - Let us know if additional **Training** is needed
 ### Security Best Practices
 - Use **Strong**, **Unique** passwords
 - Log out when finished, especially on **Shared** computers
 - Report **Suspicious** activity immediately
 - Keep your contact information **Updated**
 ## Frequently Asked Questions
 **Q: How do I reset my portal password? A:** Reset password instructions are [**HERE**](https://wiki.dbits.ca/en/Customer-Portal#PassReset).
 **Q: Can I create tickets via email? A:** Yes, you can email [**hey@dbits.ca**](mailto:hey@dbits.ca) and a ticket will be automatically created.
 **Q: How do I check the status of my ticket? A:** Log into the **Portal** and view the **“Tickets”** section, or check your **Email** for status updates.
 **Q: Can I access the portal from my phone? A:** Yes, the portal is mobile-friendly and works on all modern smartphones and tablets.
 **Q: Who can see my tickets and information? A:** Only authorized **technicians** and **administrators** can access your account information.
 ## Need Additional Help?
 If you have questions about using the customer portal that aren’t covered in this guide, please:
 - Create a **Support Ticket**
 - Call our **Help Desk** ([1-506-404-0055](tel:1-506-404-0055) Ext.5 )
 - Email our [**Support Team**](mailto:hey@dbits.ca)
 We’re here to help make your IT experience as smooth as possible!