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Xappex customer portal lets our customers control all aspects of their subscriptions and billing in a user-friendly and intuitive self-serve website.
A customer portal account is created automatically in one of the following cases:
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The user installs G-Connector for Salesforce and logs in to Salesforce for the first time.
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The user installs XL-Connector and logs in to Salesforce for the first time.
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The user installs XL-Connector 365 for Salesforce and logs in to Salesforce for the first time.
All trials enable the respective software to work in a no-obligation 14-day free evaluation mode, and will be automatically cancelled at the end of the trial period unless the user adds a payment method to their account. The user can also convert the trial to a desired plan at any time during the trial.
Using the customer portal, the users can perform the following operations:
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Update the account owner information
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Manage the account payment method(s)
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Download all historic invoices for the account
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Cancel your subscription(s)
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Modify your subscription(s)
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Re-assign licenses to different users
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Add users to your subscription(s)
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Remove users from your subscription(s)
