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On-Premise Customers: Self-Service Portal
On-Premise Customers: Self-Service Portal

Start a conversation with us about any enablement or support topic via the Messenger on our website.

Updated over 2 months ago

Your Self-Service Portal Account

Why

With your self-service portal account you will

  • have one channel for our communication

  • get a single place where you can raise feature requests and provide bug reports

  • have access to the latest news and releases

Login

Go to setup.piplanning.io and login with your account

Create your account

Follow these instructions to create your self-service portal account

You only need to create one account for your organization. Within the portal you can invite further users to give them access.

Messenger - Your Single Point of Contact

While you can still reach out to us sending an email to [email protected], using the portal messenger is a more convenient and a faster way to get the answers you need.

At the bottom right you can open the messenger

Home

Fast access to

  • Start a conversation

  • Our help center

Messages and Tickets

Find ongoing and past conversations. Ask us any question, provide customer and bug reports.

To learn more about how to use messages and tickets, please check out the In-App Support (Messenger) article

News

Latest news on new features and releases (COMING SOON)

Help

Access to our help center within the portal

The search functionality is very powerful!

Invite other Users

Logged in, you can invite more piplanning.io users to have access to the self-service portal.

  1. Navigate to Users

  2. Click Create New User

  3. Add Email address, provide the name and set the role

  4. Press Save

IMPORTANT: To be able to access the Portal, the user must have the role PI Admin or Admin

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