All CloverDX customers get access to the CloverDX Customer Portal – the one place where you can manage “everything CloverDX”. Here’s why it makes sense to use the Customer Portal: 

• Review your plan(s) 
• Re-allocate units and access license keys (How do I allocate DX units to licenses) 
• Download and upgrade product packages  
• Submit and track support tickets 
• Request and track Professional Services (What are Professional Services and how to use them) 
• Easily contact your account manager 
• Access important security announcements and updates 

The CloverDX Customer Portal serves as an access point for account administrators as well as end users. Administrators can manage plans and licenses, while users are slightly more limited to just accessing their license and product support. For more information on the difference between administrator and end user accounts, refer here.

How do I access the CloverDX Customer Portal? 

Here’s a link to sign in to the Customer Portal.

Every customer receives an email with access instructions. Please look for an email from “support@cloverdx.com” with Customer Portal access credentials. If you have issues logging in, follow the steps in this article.

Your first steps 

When you log in for the first time, we advise you take the following steps and checks: 

• Watch a short introduction video that will walk you through the portal 
• Double-check your profile and contact information

How do I manage my plans and what is unit allocation? 

Most customers purchase so called “DXUs”, units that can be allocated into CloverDX product licenses. A DXU can be turned into a single seat of a CloverDX Designer or multiple DXUs can be used to create an instance of CloverDX Server (e.g. 8 units can be allocated on one 8-core Server instance). 

For more information see How do I allocate DX units to licenses?