> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Portal Overview

> Your personalized onboarding hub to track progress, complete tasks, and collaborate with your success team

## Welcome to Your Customer Portal

The customer portal is your personalized space to manage your onboarding journey. Here you can track progress, complete required tasks, access resources, and communicate with your success team.

***

## Accessing Your Portal

### Via Magic Link

Most customers access the portal through magic links sent via email:

<Steps>
  <Step title="Check Your Email">
    Look for emails from your vendor's success team with subject lines like "Welcome to..." or "Action required:...".
  </Step>

  <Step title="Click the Link">
    Click the magic link button in the email. These links are one-time use and expire after a set period.
  </Step>

  <Step title="You're In">
    The link automatically logs you into your portal. No password needed for initial access.
  </Step>
</Steps>

### Via Direct Login

If you have a portal account with password:

<Steps>
  <Step title="Navigate to Portal">
    Go to your portal URL (e.g., `portal.vendor.com` or a custom domain).
  </Step>

  <Step title="Enter Credentials">
    Enter your email address and password.
  </Step>

  <Step title="Access Portal">
    You'll be taken to your portal home page.
  </Step>
</Steps>

### Via Custom Domain

Some organizations provide branded portal URLs:

* `onboarding.vendor.com`
* `success.vendor.com`
* Custom domains matching your vendor's branding

***

## Portal Navigation

### Tasks (Overview)

Your landing page showing:

* **Progress overview** - Overall completion percentage
* **AI Summary** - Personalized summary of your onboarding status
* **Urgent tasks** - Blockers and overdue items needing immediate attention
* **Action center** - Pending tasks for the current phase
* **Recently completed** - Tasks you've finished
* **Timeline** - Visual progress through all phases
* **Phase accordion** - Detailed view of each phase and its tasks

### Forms

Complete any forms or surveys assigned to you:

* Intake questionnaires
* Configuration requests
* Feedback surveys
* Data collection forms

### Documents

Upload and manage required documents:

* Contracts
* Brand assets
* Data files
* Configuration documents

### Schedule

View and book meetings with your success team:

* Kickoff calls
* Training sessions
* Check-ins
* Go-live support

### Team

View and manage your team:

* See who has portal access
* Invite additional teammates
* View team activity

### Settings

Manage your account:

* Update profile information
* Change password
* Notification preferences
* Theme (light/dark mode)

***

## Understanding Your Progress

### Overall Progress

A percentage showing how much of your onboarding is complete:

* Calculated from completed vs. total tasks
* Updates in real-time as you complete items
* Visible on your Tasks page

### Phase Progress

Each onboarding phase shows its own progress:

* Number of tasks completed
* Percentage complete
* Current status (Not Started, In Progress, Completed)

### Task Statuses

| Status          | Meaning                           |
| --------------- | --------------------------------- |
| **Pending**     | Task is waiting to be started     |
| **In Progress** | Task has been started             |
| **Completed**   | Task is finished                  |
| **Blocked**     | Task is waiting on something else |
| **Skipped**     | Task was intentionally skipped    |

***

## Task Types

### Customer Tasks

Tasks that require your action:

* **Forms** - Fill out questionnaires and data requests
* **Documents** - Upload required files
* **Reviews** - Review and approve content
* **Meetings** - Attend scheduled calls

Customer tasks show an "Action Required" badge and are clickable.

### Vendor Tasks

Tasks your success team handles:

* **Configuration** - Setting up your account
* **Training materials** - Creating customized content
* **Integrations** - Connecting systems
* **Documentation** - Preparing guides

You can see vendor tasks for transparency, but no action is needed from you.

***

## AI-Powered Summary

Your portal may include an AI-generated summary that:

* Highlights what you've accomplished
* Shows what needs attention
* Suggests next steps
* Updates based on your recent activity

<Info>
  The AI summary is optional and may not be enabled for all portals.
</Info>

***

## Getting Help

### Contact Your Success Team

Your Customer Success Manager (CSM) contact information is displayed in the portal:

* Email address
* Slack channel (if connected)
* Meeting scheduling link

### Portal Issues

If you experience technical issues with the portal:

* Try refreshing the page
* Clear your browser cache
* Try a different browser
* Contact your CSM for assistance

***

## What's Next?

<CardGroup cols={2}>
  <Card title="Viewing Your Timeline" icon="timeline" href="/customer-portal/viewing-timeline">
    Understand phases and progress
  </Card>

  <Card title="Completing Actions" icon="check-circle" href="/customer-portal/completing-actions">
    Learn how to complete tasks
  </Card>

  <Card title="Uploading Documents" icon="upload" href="/customer-portal/uploading-documents">
    Submit required files
  </Card>

  <Card title="Forms & Surveys" icon="file-lines" href="/customer-portal/forms-and-surveys">
    Fill out questionnaires
  </Card>
</CardGroup>