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Your ValueRamp portal: a guide for customers

Customer4 min read

Last verified 2026-09-18

Navigate your shared customer portal, review onboarding and project plans, complete assigned action items, and track partnership journey milestones.

Before you start

  • ValueRamp customer portal invitation or authenticated login
Your ValueRamp portal: a guide for customers

Welcome to your ValueRamp customer portal. This shared environment is designed to eliminate opaque status spreadsheets, keep implementation deliverables transparent, and align both your team and your vendor on measurable business outcomes.

As a customer collaborator, you have a direct window into the work your success team is doing with you—from onboarding kickoff through ongoing adoption and business review milestones.

Navigating your portal

The portal sidebar is organized into two primary sections:

  • Main delivery workflows:
    • Plans: Review onboarding and project plans, approve a plan, sign off on completed phases, and mark your own tasks done.
    • Next steps: See every task on your active plans that is waiting on your team, overdue first.
  • Your account context:
    • Journey: View your high-level lifecycle roadmap across Onboarding, Go-live, Adoption, Value & Growth, and Renewal.
    • Goals & Subscription: Track the goals agreed with your success team and review the products and contract terms recorded for your account.

What to do first

  1. Verify your Dashboard status: Confirm that your onboarding or adoption phase is accurately represented and note who your Customer Success Manager is.
  2. Clear pending Next Steps: Open Next steps to see the tasks your vendor's delivery team is waiting on; each opens its plan, where you mark it done.
  3. Review active Plans: Open Plans to review milestone timelines and track phase completion.
Customer portal sidebar navigation showing Plans, Next steps, Journey, Goals, and Subscription

1 / 5Navigate your shared workspace using the customer portal sidebar

Steps

  1. Navigate your shared workspace using the customer portal sidebar

    Customer portal sidebar navigation showing Plans, Next steps, Journey, Goals, and Subscription

  2. Review your active partnership status and dedicated Customer Success Manager

    Customer workspace banner showing partnership status, welcome greeting, and CSM profile card

  3. Inspect high-level partnership metrics and pending customer input items

    Summary metric row displaying shared goals on track, milestones delivered, relationship health, and input required

  4. Track your progress across the five-stage customer lifecycle journey

    Visual five-stage lifecycle timeline showing Onboarding, Go-live, Adoption, Value and growth, and Renewal

  5. Monitor agreed business objectives in the Shared Goals panel

    Shared Goals panel listing agreed business targets and current achievement status

Common questions

What is the ValueRamp customer portal?

The customer portal is your shared workspace with your vendor's customer success team. It gives you direct visibility into delivery plans, upcoming milestones, shared business goals, and actions that require your team's input.

What can I do as a Customer user compared to a Stakeholder user?

Customer users can approve a plan, sign off a completed phase, mark their own tasks done, and post comments. Stakeholder users see the same screens read-only.

Where do I see tasks that require my immediate attention?

Navigate to Next steps in the left sidebar (/workspace/next-steps). It lists every pending or in-progress task on your active plans that is owned by your side (or by both sides), overdue first.

How do I contact my Customer Success Manager?

Your Customer Success Manager is named on your home dashboard, in the Your success team panel, with their title. The Message button there is not active yet, so contact them the way you already do — by email or through your own team.

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