---
title: Manage Your Customer Portal Account
description: Manage your company profile, vehicles, cards and notification choices in the customer portal, and find your service orders fast.
---
[Skip to content](https://support.metafleet.ai/manage-your-customer-portal-account#main-content)
English
Show submenu for translations
Open main navigation
Close main navigation
- English
Show submenu for translations
- [Contact us](mailto:support@metafleet.ai)
[Contact us](mailto:support@metafleet.ai)
How can we help you?
- There are no suggestions because the search field is empty.
1. [MetaFleet Answer Hub](https://support.metafleet.ai/?hsLang=en)
2. [Work Intake (Requests & Service Orders)](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en)
3. [Customer Portal](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en#customer-portal)
# Manage Your Customer Portal Account
## Set up your company details, vehicles, vehicle groups, cards and notifications, and find your orders in the portal.
**For:** Fleet office staff using the customer portal · **Permission:** Depends on your role (see below) · **Time:** ~5 minutes
### Quick summary
1. Open **Settings** to manage **Company**, **Vehicles**, **Vehicle groups** and **Billing**.
2. Open **My Account** to update your profile, mobile number and notification choices.
3. Use the **Notifications** feed to see what changed on your open orders.
4. Use the **Service Orders** page to find any order.
### Before you start
- Sign in to the customer portal with the email your shop invited.
- Your role decides which settings you can change. See "Who can change what" below.
- To add coworkers, see [Invite a Coworker to Your Customer Portal](https://support.metafleet.ai/invite-your-team-to-the-customer-portal?hsLang=en).
### Who can change what
The **Several people use this account** switch on the **Company** page sets the rules.
- **Off:** everyone who signs in can change everything and approve estimates. Roles don't apply.
- **On:** the company owner can change everything. Everyone else can change only what their role allows: company details and saved cards, users and invites, or vehicles and vehicle groups. The role also decides who can approve estimates and who sees every order.
The company owner (also called the company admin or account owner) is the person on **Company admin email**.
When you can't change something, the page says **Only your company admin can change this.** Everyone can edit their own **My Account** page.
> Only the account owner can turn **Several people use this account** off. To turn it on, first give someone a role that can manage users. Add people in **Users**.
### Update your company details
1. Open **Settings › Company**.
2. To add a logo, click **Upload logo**. Use a PNG or JPG under 25 MB. Click **Remove** to clear it.
3. Edit **Company name**. It's required and can have up to 100 characters.
4. Click **Save changes**. You see **Changes saved**.
**Company admin email** is read-only. It's the person who set up the account. To change it, message your shop.
### Manage your vehicles
1. Open **Settings › Vehicles**.
2. To find a truck, type its unit number or VIN in **Search by unit number or VIN**.
3. To add one, click **Add vehicle** and fill in the form.
Each row shows the unit, year, make and model, VIN and plate. The list loads 50 at a time. Click **Show more vehicles** for the rest.
> You need a role that includes vehicles, or to be the company owner, to use **Add vehicle**. Anyone can still add the truck they're requesting service for while they create a service order. See [Create a Service Order (Customer)](https://support.metafleet.ai/create-a-service-order-customer?hsLang=en).
### Group vehicles
A vehicle group lets you pick several vehicles at once when you book an appointment.
1. Open **Settings › Vehicle groups**.
2. Click **Create group**.
3. In **Create vehicle group**, enter a **Name**, for example East Coast fleet. **Description (optional)** is up to you.
4. Check the vehicles to include. **Select all** and **Deselect all** speed this up.
5. Click **Save group**.
Use **Edit** to change a group. **Delete** removes the group only. The vehicles stay on your account. If the list says **No vehicles yet**, add vehicles in **Vehicles** first.
### Check your payment methods
Open **Settings › Billing**. Only your company admin, or a role that can edit the company profile, can see and change saved cards. Everyone else sees **Only your company admin can see or change saved cards.** in place of the cards, with a note that you can still pay by card for orders you're on. Pick a saved card or add a new one when you pay.
If you can manage cards, the **Payment methods** card lists the cards on file for paying your invoices, such as **Visa ending 4242**, with the expiry date and a **Default** label. Click **Add payment method** to open a pop-up of the same name. **Save card** stays gray until the card details are complete. Click **Cancel** to close it without saving. If your shop hasn't set up card payments yet, the card says saved cards can't be shown. Message your shop.
This page doesn't remove a card or change the default. To pay an invoice, see [Review and Pay an Invoice](https://support.metafleet.ai/review-and-pay-an-invoice?hsLang=en).
### Update your profile and mobile number
1. Click your name at the top right and choose **My Account**. The page is headed **My account**.
2. Under **Profile**, add a photo with **Upload photo** and check **Your name**.
3. Turn on **I'm a driver** if you should be named as the driver on a service order.
4. Click **Save changes**.
If you can approve estimates, a **What you can do: Approve estimates** label shows on this page.
Under **Contact and sign-in**:
1. **Email:** it's read-only because you sign in with it. To change it, message your shop.
2. **Mobile number:** to get text updates, click **Add**, enter the number, then enter the code we text you.
3. **Not verified:** click **Verify** and enter the code.
4. **Change:** enter the new number. We text a code to the new number.
### Choose your notifications
1. Open **My Account** and find the **Notifications** card.
2. Under **How you get updates**, turn **Email updates** and **Text updates** on or off. Sign-in codes and account emails still arrive if you turn email off.
3. Under **What you get**, pick Email, Text or both for each type: **Order status**, **Estimates**, **Invoices and payments**, **Messages** and **Maintenance reminders**.
4. Click **Save changes**.
> **Text updates** stays off until you verify your mobile number. Texts go to that number. Reply STOP any time to end them. Standard message rates may apply.
### Read your Notifications feed
The **Notifications** feed shows updates on your open orders, newest first. They're grouped as **Today**, **Earlier this week**, **Last week** and **Earlier**. A dot marks an unread update. Opening a row clears the dot.
Some rows have an action, such as **Review estimate** (for people who can approve estimates) or **View invoice**. To act on an estimate, see [Approve or Decline an Estimate](https://support.metafleet.ai/approve-or-decline-an-estimate?hsLang=en). For a finished job, use **See completed orders** at the bottom.
### Find an order
1. Open **Service Orders**.
2. Pick a tab: **Active**, **Completed** or **Cancelled**. Each tab shows a count.
3. On **Active**, look at these sections:
- **Needs you:** orders that need your approval or are ready to pay. Start here.
- **In progress:** work under way.
- **Not sent yet:** requests you haven't finished. Click **Finish request** to continue one.
4. To search, type a unit, truck or order number in **Search unit, truck or order number**. The list filters as you type.
A PM or inspection order lists its trucks' units, or how many trucks it covers.
The line under the title shows what you see. **Every order for** your company appears when several people share the account and your role lets you see all orders. Otherwise you see the orders you requested or are the driver on. To start a new order, click **Request service**.
When several people share the account, only the company owner and the people on an order (its creator, its members or its driver) can confirm its invoice, pay it or change how it pays. Everyone else can open the order from its link and read it. The order says that someone on this order at your company confirms and pays the invoice, and shows no **Confirm**, **Change** or **Pay now**. If your role shows every order, the list shows **Invoice ready** outside **Needs you**.
### Troubleshooting
| Symptom | Likely cause | Fix |
| --- | --- | --- |
| A setting is read-only | Your role can't change it | Ask your company admin, or the person with that role. |
| **Add vehicle** is missing | Your role doesn't include vehicles | Ask your admin for the role, or add the truck while you request service. |
| I can't turn on **Text updates** | Your mobile number isn't verified | Click **Add** or **Verify** in **Contact and sign-in** and enter the code. |
| The **Billing** page says **Only your company admin can see or change saved cards.** | Your role can't manage cards | Ask your company admin. You can still pick or add a card when you pay. |
| The **Billing** page says saved cards can't be shown | Your shop hasn't finished setting up card payments | Message your shop. |
| **We couldn't upload that logo** shows under the logo | The file is too large or not a PNG or JPG | Use a PNG or JPG under 25 MB. |
| I can't turn off **Several people use this account** | Only the account owner can | Ask the account owner. |
| An order I expect is missing | You see only orders you requested or drive | Search by unit or order number, or ask your admin about your role. |
### FAQs
**How do I change my sign-in email?**
Message your shop. The email on **My Account** is read-only.
**Does deleting a vehicle group delete its vehicles?**
No. The vehicles stay on your account.
**Can I remove a card here?**
No. **Billing** lists cards and lets you add one, if you're the company admin or have a role that can edit the company profile.
**Where do I add coworkers?**
See [Invite a Coworker to Your Customer Portal](https://support.metafleet.ai/invite-your-team-to-the-customer-portal?hsLang=en).
### Related articles
- [Invite a Coworker to Your Customer Portal](https://support.metafleet.ai/invite-your-team-to-the-customer-portal?hsLang=en)
- [Create a Service Order (Customer)](https://support.metafleet.ai/create-a-service-order-customer?hsLang=en)
- [Review and Pay an Invoice](https://support.metafleet.ai/review-and-pay-an-invoice?hsLang=en)
- [Approve or Decline an Estimate](https://support.metafleet.ai/approve-or-decline-an-estimate?hsLang=en)
- [Start Here](https://support.metafleet.ai/start-here?hsLang=en)
- [Companies & Contacts](https://support.metafleet.ai/companies-contacts?hsLang=en#main-content)
- [Create/Edit Companies](https://support.metafleet.ai/companies-contacts?hsLang=en#create-edit-companies)
- [Contacts](https://support.metafleet.ai/companies-contacts?hsLang=en#contacts)
- [Vehicles](https://support.metafleet.ai/companies-contacts?hsLang=en#vehicles)
- [Work Intake (Requests & Service Orders)](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en#main-content)
- [Creating Service Orders](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en#creating-service-orders)
- [Customer & Partner Requests](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en#customer-partner-requests)
- [Reference](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en#reference)
- [Customer Portal](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en#customer-portal)
- [Estimates & Approvals](https://support.metafleet.ai/estimates-approvals?hsLang=en#main-content)
- [Approval Gates](https://support.metafleet.ai/estimates-approvals?hsLang=en#approval-gates)
- [Estimates](https://support.metafleet.ai/estimates-approvals?hsLang=en#estimates)
- [Invoices](https://support.metafleet.ai/estimates-approvals?hsLang=en#invoices)
- [Billing](https://support.metafleet.ai/estimates-approvals?hsLang=en#billing)
- [Parts, Inventory & Vendors](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#main-content)
- [Add Parts & Kits](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#add-parts-kits)
- [Stock & Counts](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#stock-counts)
- [Locations & Bins](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#locations-bins)
- [Purchase Orders](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#purchase-orders)
- [Parts Catalog](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#parts-catalog)
- [Vendors & Manufacturers](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#vendors-manufacturers)
- [Pricing](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#pricing)
- [Service Vehicles](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#service-vehicles)
- [Sourcing & Hand-Off](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#sourcing-hand-off)
- [Part Numbers](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#part-numbers)
- [Notifications](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#notifications)
- [Reports](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#reports)
- [Invoicing & Payments](https://support.metafleet.ai/invoicing-payments?hsLang=en)
- [Dispatch & Scheduling](https://support.metafleet.ai/dispatch-scheduling?hsLang=en#main-content)
- [Preventative Maintenance](https://support.metafleet.ai/dispatch-scheduling?hsLang=en#preventative-maintenance)
- [Technician Assignment](https://support.metafleet.ai/dispatch-scheduling?hsLang=en#technician-assignment)
- [Scheduling & Calendar](https://support.metafleet.ai/dispatch-scheduling?hsLang=en#scheduling-calendar)
- [Technician Schedule](https://support.metafleet.ai/dispatch-scheduling?hsLang=en#technician-schedule)
- [Technicians & Mobile App](https://support.metafleet.ai/technicians-mobile-app?hsLang=en#main-content)
- [Time Tracking](https://support.metafleet.ai/technicians-mobile-app?hsLang=en#time-tracking)
- [Tech Workflow](https://support.metafleet.ai/technicians-mobile-app?hsLang=en#tech-workflow)
- [Evidence & Photos](https://support.metafleet.ai/technicians-mobile-app?hsLang=en#evidence-photos)
- [AI Assistant](https://support.metafleet.ai/technicians-mobile-app?hsLang=en#ai-assistant)
- [Alerts, Alarms & Notifications](https://support.metafleet.ai/alerts-alarms-notifications?hsLang=en#main-content)
- [Email/SMS/App Settings](https://support.metafleet.ai/alerts-alarms-notifications?hsLang=en#email-sms-app-settings)
- [Reporting & Dashboards](https://support.metafleet.ai/reporting-dashboards?hsLang=en)
- [Admin & Settings](https://support.metafleet.ai/admin-settings?hsLang=en#main-content)
- [Rates & Fees](https://support.metafleet.ai/admin-settings?hsLang=en#rates-fees)
- [Branding](https://support.metafleet.ai/admin-settings?hsLang=en#branding)
- [Roles, Permissions & Users](https://support.metafleet.ai/admin-settings?hsLang=en#roles-permissions-users)
- [Service Areas](https://support.metafleet.ai/admin-settings?hsLang=en#service-areas)
- [Workflows](https://support.metafleet.ai/admin-settings?hsLang=en#workflows)
- [Taxes](https://support.metafleet.ai/admin-settings?hsLang=en#taxes)
- [Integrations](https://support.metafleet.ai/admin-settings?hsLang=en#integrations)
- [Integrations](https://support.metafleet.ai/integrations?hsLang=en#main-content)
- [Phone Setup](https://support.metafleet.ai/integrations?hsLang=en#phone-setup)
- [AI Assistant Access](https://support.metafleet.ai/integrations?hsLang=en#ai-assistant-access)
- [QuickBooks](https://support.metafleet.ai/integrations?hsLang=en#quickbooks)
- [Getting Around](https://support.metafleet.ai/getting-around?hsLang=en#main-content)
- [Search & Command Bar](https://support.metafleet.ai/getting-around?hsLang=en#search-command-bar)
[](http://www.metafleet.ai)
[mailto:support@metafleet.ai](mailto:support@metafleet.ai)
Copyright © 2025, MetaFleet, Inc