Account management portal
Provide customers with self-service access to order history and subscription settings.
When a new customer completes an order, FastSpring automatically uses their contact information to create an account. Customers can access the Account Management Portal to view their purchase history, manage subscriptions, and update payment methods without contacting support.
Access and security
To access the Account Management Portal, customers must verify that they have access to the email address associated with the completed order. This helps protect sensitive data such as license keys and transaction information. FastSpring will send them an email containing a live login link.
Here is how a customer can access their Account Management Portal:
- The customer clicks Manage Your Orders in their email receipt, or navigates to your store's login URL.
- FastSpring prompts the customer to enter their email address.
- FastSpring sends an email containing a temporary login link to that address.
- The customer clicks the link to automatically log in.
Note: The login link is valid for 24 hours. If the link expires, the customer must repeat the process to generate a new one.
Portal features
The Account Management Portal is divided into four main tabs.
The Orders tab displays the complete history of purchases made at your store.
- Order Details: Order IDs, dates, and amounts paid.
- Fulfillment: License keys, download links, and invoices.
- Gift Purchases: To protect privacy, the portal displays different information for the purchaser vs. the recipient. See Gift Purchases for details.
Appearance settings
The visual design of the Account Management Portal (colors, logos, fonts) is controlled by your default checkout.
To customize the look of the portal, edit your default checkout settings. If you want the portal to have a distinct look from your main checkout experience, you can configure a separate checkout specifically for account management.
Generate authenticated links
If you manage a user session on your own website (e.g., a SaaS dashboard), you can programmatically generate a login link for the customer. This bypasses the email verification step, providing a seamless experience.
Use the /accounts endpoint to retrieve a pre-authenticated URL:
GET /accounts/{account_id}/authenticateTip: The URL returned by the API is valid for 24 hours and directs the customer to the Orders tab by default. To send them directly to the Subscriptions tab, append
#/subscriptionsto the end of the URL.
Updated about 6 hours ago