Sales portal and product access

Goal and requirements

Find product information, sign in to the sales portal and launch the intended tenant. Public content requires no account; trials, profile and platform launch require a verified portal account and the correct organisation.

The sales portal connects public product information with the protected customer area. The platform data itself is processed in the selected tenant.

Find product information

1. Compare features, billing periods and included quotas on the product and pricing pages.
2. Use the FAQ and manual for instructions, support for an existing account, or request a demo for a guided presentation.
3. Before purchasing, read contract documents, service description, data protection and cancellation information.
4. Check in the address bar that you are on the official domain of the selected product.

Portal access

1. Register a customer account or log in with the already linked provider.
2. Confirm email address and, if applicable, the second factor.
3. Use Forgot password when local access no longer works.
4. Sign out after work if you are using a shared device.

Launch a platform

1. Open the platform hub after registration.
2. Select insideBase or insideCRM and then select the desired organisation or tenant.
3. Create a trial only if you are authorised to set it up for the organisation.
4. Open the platform. A short-lived handoff starts the session there; credentials are never exposed in the URL.

Result

The correct product access is selected and the session in the target platform is active.

Troubleshooting

• For missing products, check the organisation, invitation and account permissions.
• Allow necessary cookies if launching the platform returns you to sign-in.
• Do not open a second trial tenant to bypass a missing authorization.

Related tasks

• Invoicing, Invoices and Licenses
• Login and restore access