Customer Portal Design Guide

As of January 2026, the Design Guide has been retired.

For information about customizing the Customer Portal for branding, see the article Branding - Customizing the Portal to Meet Brand Needs

• Related Articles

• Customer Portal Admin Guide

  See the attached document for details. Last Updated: January 23, 2026. version 3.1 Attached is the Administrator Guide for the Customer Portal. This document contains: A Quick Start Guide ASPIRE Configuration Requirements Customer Portal ...

• Customer Portal End User Experience Guide

  See the attached document for details. Attachment last updated January 19, 2026 (v1.7) Attached is the End User Experience Guide for the Customer Portal. This document contains information on what borrower/lessee users will see and be able to do when ...

• Contract not showing in the Customer Portal

  The Customer Portal is intended to provide borrowers and lessees (and their designated representatives) access to information and actions related to their leases and loans. If a Customer Portal user reports that they cannot see one or more contracts ...

• Customer Portal to ASPIRE Field Reference Guide

  See the Attachment tab to download the guide. Each Customer Portal instance is connected to an ASPIRE instance to source information from ASPIRE to display for Portal users and to enable processing of Portal payment and service requests in ASPIRE. ...

• Control customer access to contracts

  When setting up a new End User in the Customer Portal, you must link one or more accounts to the user. These linked accounts control which contracts the user can view/take action on in the portal. For an ASPIRE account to appear in the list, all of ...