The Customer Portal is where customers collaborate with your team during onboarding, implementation, or success planning projects.

Instead of managing onboarding through email or spreadsheets, the portal provides a shared workspace where customers can:

• Track project progress

• Complete onboarding tasks

• Upload documents

• Answer questions

• Communicate with your team

Customers only see projects and tasks they have been invited to.

Accessing the Portal

Customers gain access to the portal when they are added to a project and invited.

The invitation email includes a secure link to the portal. When customers open that link, they are taken directly to the project they were invited to.

What Customers See When They Open a Project

When a customer enters the portal, they land on the project view.

This page typically includes:

• Overall project progress

• The next task to complete

• A list of modules and tasks

• A welcome message with onboarding instructions

This layout helps customers quickly understand:

• Where they are in the onboarding process

• What has already been completed

• What needs to happen next

Filtering Tasks

Customers can filter tasks to focus on the work most relevant to them.

Available filters include:

• All Tasks – shows all tasks visible to the customer

• My Tasks – shows tasks assigned to the logged-in user

• Company Tasks – shows tasks assigned to anyone at the customer’s company

This makes it easier for customers to find the tasks they are responsible for.

Completing and Assigning Tasks

Customers complete onboarding by working through the tasks in the project.

Tasks may involve actions such as:

• Filling out forms

• Uploading documents

• Answering questions

• Reviewing information

Some tasks may appear Unassigned.

When a customer opens an unassigned task, they can assign it to:

• Themselves, or

• Another member of their team

This allows customer teams to coordinate internally on who should complete each step.

Viewing the Project Team

In the upper-right corner of the portal, customers can view the members participating in the project.

This section shows:

• Internal team members from your organization

• Members from the customer’s company who are part of the project

Customers may also have the ability to invite additional teammates to help complete tasks.

Managing Your Profile

Customers can update their personal profile information in the portal.

Users can update:

• First name

• Last name

• Timezone

• Title

• Phone number

• Profile picture

Their email address and company name are visible but cannot be edited.

Viewing All Projects

If a customer is part of multiple projects, they can view them from the project list page.

To access this page, customers can click the OnRamp logo in the upper-left corner of the portal.

This page displays all projects the user has access to, with each project showing:

• Project name

• Start date

• Goal date

• Project completion percentage

Customers can click any project to open it.

Self-Service Projects

If your organization provides self-service onboarding or training projects, these may appear at the top of the project list page.

Self-service projects often include:

• Product training

• Setup guides

• Self-paced onboarding steps

These projects allow customers to access helpful content even outside of a specific onboarding project.