Customer portal HELP Centre
Learning how to use a new technology platform can always be daunting. But fear not, we’re here to help answer any and every question you can throw at us!
Below you will find a series of walkthrough videos, frequently asked questions (FAQs) and other useful links to help you get going.
Did you know that free 1:1 training is available?
See how Customer Portal can help you and your business grow in under 30 Mins.
FAQs
GET QUICK ANSWERS TO YOUR QUESTIONS
Webinars
Watch the latest customer portal Webinar Recording
Finning at your Fingertips. Get the knowledge you need to leverage Customer Portal to run your business.
Register for an upcoming customer portal Webinar
Join our next live webinar to learn about the most recent updates to Customer Portal and get a preview of what's to come. You'll have a chance to interact with product experts to address your questions and ideas.
Tutorials
Online Anytime From Anywhere. We're here to help make digital interactions easy. Self-Paced Training geared towards teaching the digital skills that make it easy to leverage specific features of the platform including step-by-step instructions.
Linking your Caterpillar account with customer portal
The Customer Portal platform now supports single-sign-on (SSO) with your Caterpillar ID
(also known as CWS ID).
Asset Grouping
The Asset Monitoring application now includes a simple asset grouping feature where an individual user can assign assets in their company equipment list to a custom group tag.
Step-by-Step Instructions to Create, Edit and Delete your Asset Groups.
Insights Dashboard Quick Start Guide
The interactive Insights app was designed to replace all former versions of static monthly Condition Monitoring Health Reports provided to CVA customers.
e-Sign Data Governance
Short video showing the process to e-Sign your Data Governance Agreements. It's as easy as 1-2-3
Return Merchandise Authorization (RMA)
Returns are easy on Customer Portal. No more messy handwriting. Know if the part is returnable and quickly find the original order number.
