FAQ – How To
How do I set up or access my account?
If you buy a product or subscription on the CS site, you will be prompted to set a password. This password is for the email you used in the checkout. Your user account will be of type Customer.
If you have not made a purchase, you can still navigate to the Customer Dashboard. Click the avatar icon in the header. Alternatively, click here. If you are not logged in, a login form will be presented with an option to request an email login code. Enter your email and look for the resulting email in your mail client. It will contain a link that will allow you to set a password for your account after which you will be able to login.
If you have only subscribed to the Blog or Newsletter, you will also receive an opt-in email. This email will contain a similar set password link.
How do I use my Customer Dashboard?
The Chesley Software Customer Dashboard is available to current customers (see above FAQ for how to set up a customer account). You must be logged in to access it.
It offers the following features:
- Multiple Tabs including a landing dashboard that have sections and in some cases sub-navigation links for: Invoices, Orders, Plan (i.e., Subscriptions such as hosting), Open Harvest Invoices and Estimates (custom projects done on Time and Billing approach and estimates for projects) with links to view or pay invoices.
- In the lower left, there is a user icon or avatar. It has submenu options for Account, which includes account profile and update password. There are also options for Billing methods and Logout.
- We are planning future enhancements for the Customer Dashboard. These will make it easier to manage your use of our site. They will also improve our business relationship.
Request Support
You must log in to access the support form. Click here or on the Avatar icon in the navigation menu to login.