The contracts view in the customer portal lists every active and historical contract associated with your organization. For each contract you can see the start and end dates, the renewal mechanism, the connectors and modules in scope, and the agreed commercial terms. Keeping this view bookmarked makes renewal planning and budget conversations easier because the underlying agreement is one click away rather than buried in an inbox.
Use the contracts view to verify entitlements before adding a new connector, before quoting an internal stakeholder on additional usage, or when responding to a procurement audit. If a contract is missing from the view or appears with incorrect details, raise an account-categorized support ticket with the contract reference and the discrepancy you observed. The account team will reconcile the document and republish the corrected version.
Contracts in the portal are read-only — they reflect the executed agreement. Amendments, addenda, and renewals are added as separate entries so the audit history stays intact. When sharing the portal with finance or legal stakeholders, give them visibility into contracts and billing only if they do not need access to support or onboarding workflows.
What to keep in mind
- Use the contracts view to confirm entitlements before adding usage.
- Amendments and renewals appear as separate entries — original agreements stay intact.
- Raise an account ticket with a contract reference if details look wrong.
- Scope portal access narrowly when sharing with finance or legal users.