109 lines
5.1 KiB
Markdown
109 lines
5.1 KiB
Markdown
---
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stage: Fulfillment
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group: Purchase
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info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/product/ux/technical-writing/#assignments
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---
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# The Customers Portal
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For some management tasks for your subscription and account, you use the Customers Portal.
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The Customers Portal is available to customers who purchased their
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subscription from GitLab. If you made your purchase through a partner or
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reseller, contact them directly for assistance with your subscription.
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You can also specifically manage your [GitLab SaaS subscription](gitlab_com/index.md)
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or [self-managed subscription](self_managed/index.md).
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## Change account owner information
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Account owner personal details are used on invoices. The account owner email address is used for the Customers Portal legacy login and license-related email.
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If you have registered a Customers Portal account through a GitLab.com account, the GitLab.com account is used for login.
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To change account owner information, including name, billing address, and email address:
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1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in).
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1. Select **My account > Account details**.
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1. Expand the **Personal details** section.
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1. Edit the personal details.
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1. Select **Save changes**.
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If you want to transfer ownership of the Customers Portal account
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to another person, after you enter that person's personal details, you must also:
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- [Change the Customers Portal account password](#change-customers-portal-account-password).
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- [Change the linked GitLab.com account](#change-the-linked-account), if you have one linked.
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## Change your company details
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To change your company details, including company name and VAT number:
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1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in).
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1. Select **My account > Account details**.
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1. Expand the **Company details** section.
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1. Edit the company details.
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1. Select **Save changes**.
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## Change your payment method
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Purchases in the Customers Portal require a credit card on record as a payment method. You can add
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multiple credit cards to your account, so that purchases for different products are charged to the
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correct card.
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If you would like to use an alternative method to pay, please
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[contact our Sales team](https://about.gitlab.com/sales/).
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To change your payment method:
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1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in).
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1. Select **My account > Payment methods**.
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1. **Edit** an existing payment method's information or **Add new payment method**.
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1. Select **Save Changes**.
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### Set a default payment method
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Automatic renewal of a subscription is charged to your default payment method. To mark a payment
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method as the default:
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1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in).
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1. Select **My account > Payment methods**.
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1. **Edit** the selected payment method and check the **Make default payment method** checkbox.
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1. Select **Save Changes**.
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## Link a GitLab.com account
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Follow this guideline if you have a legacy Customers Portal account and use an email and password to log in.
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To link a GitLab.com account to your Customers Portal account:
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1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in?legacy=true) using email and password.
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1. On the Customers Portal page, select **My account > Account details**.
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1. Under **Your GitLab.com account**, select **Link account**.
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1. Log in to the [GitLab.com](https://gitlab.com/users/sign_in) account you want to link to the Customers Portal account.
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## Change the linked account
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Customers are required to use their GitLab.com account to register for a new Customers Portal account.
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If you have a legacy Customers Portal account that is not linked to a GitLab.com account, you may still [sign in](https://customers.gitlab.com/customers/sign_in?legacy=true) using an email and password. However, you should [create](https://gitlab.com/users/sign_up) and [link a GitLab.com account](#change-the-linked-account) to ensure continued access to the Customers Portal.
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Customers of resellers do not have access to this portal and should contact their reseller for any
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changes to their subscription.
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To change the GitLab.com account linked to your Customers Portal account:
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1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in).
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1. In a separate browser tab, go to [GitLab.com](https://gitlab.com/users/sign_in) and ensure you are not logged in.
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1. On the Customers Portal page, select **My account > Account details**.
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1. Under **Your GitLab.com account**, select **Change linked account**.
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1. Log in to the [GitLab.com](https://gitlab.com/users/sign_in) account you want to link to the Customers Portal account.
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## Change Customers Portal account password
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To change the password for this customers portal account:
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1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in).
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1. Select the **My account** dropdown list and select **Account details**.
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1. Make the required changes to the **Your password** section.
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1. Select **Save changes**.
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