The Customer Portal is your management dashboard for the CRS platform. Once we create a profile for you, log in to manage your hosts, monitor users, review billing, investigate identity verifications, and configure things like webhooks and branded SMFA links — all without writing code. The portal is built for your operations and customer-success teams: it gives non-engineers safe, scoped access to everything they need to run the credit product day-to-day, while leaving feature provisioning (which products are enabled on each host) under CRS control.

Common tasks include onboarding a new host, rotating an API key, configuring webhook URLs and credentials, building Offers IQ rule sets through the OffersIQ Product Builder, viewing per-user enrollment state, running batch pause/resume/close operations, and pulling usage reports for billing reconciliation. Below you'll find how to get access, how each section of the portal maps to platform capabilities, and the operational workflows it's designed to support.