# Self-Serve Portal

# Overview

The Chargebee Self-Serve Portal allows your customers to manage their accounts and subscriptions by themselves. Unlike other vendors, our Self-Serve Portal can be opened inside your app rather than redirecting to a different page.

Listed below are the actions which your customers can perform,

  • View/edit account details
  • View/download invoices
  • View/edit subscription details
  • View/edit payment details
  • View/edit billing and shipping details
  • Cancel/reactivate their subscription

# Customizations and Settings

You can configure to display specific settings for your customers to access using the Self-Serve Portal. To set up the same, click Settings > Configure Chargebee > Checkout and Self Serve Portal > Portal.

# Integration Options

There are two ways in which you can integrate the Self-Serve Portal:

# Via Drop-in Script

Learn more on how to integrate Portal via Drop-in script.

# Via API

If you have your mechanism for authenticating your users, then you can use Chargebee's Single Sign-On (SSO) capability for providing portal access to your users for managing their billing and subscription details.

Learn more on how to integrate Portal via API.

# Widgets

Chargebee's Self-serve portal can also be visualized as a collection of individual widgets with each performing separate functionality. Widgets come in handy when you want to directly navigate customers to perform certain actions and directly wire them within your app layout. This functionality is only available for API-based integration.

# Available Widgets

  • View / Edit Subscription details -
  • Manage payment methods -
  • Billing History -
  • Manage Addresses -
  • Manage account information -