Frequently Asked Questions

Registration

By default, a Business User has the ability to place service requests and enter meter readings for machines assigned to them to manage. Additional rights such as: “Order Supplies” (for toner inclusive service contracts) and manage the copiers and printers assigned to them.

When registering for myPortal, you can choose the second radio dial button to register as a Business Administrator. If you are already registered as a Business User and want to become a Business Administrator, then you can send an email and request to have your status changed from Business User to Business Administrator.

Account Management

The Canon Solutions America Web Administrator does not need to be informed of all changes, but rather only when the assigned Business Administrator changes or when a Business Administrator’s accounts need to be deleted.

This option should be used when devices that do NOT appear on your “Install Base” report. If you want to enter meter readings, request toner and place a service call on the device you will need to request the serial number to be added. It is possible that some devices are assigned to your organization but have fallen outside of the Business Administrator’s realm. Using the “Request Serial Numbers” option will electronically request these devices.

Reporting

Business Administrators can receive Contract Billing Reports from this tab. The Contract Billing Report summarizes all of the CSA invoices that were issued on the account in a Microsoft Excel format. This format will allow each organization to pull out and decipher what information is most important to them. The report provides all of the basic account information that be found on an invoice such as: Contract number, Fleet indicator, Invoice number, Invoice date, Billing period dates, Serial number, Location, Last meter read and Invoice Amount.

My Profile

In order to change your personal account information, please log in to myPortal and click on the “Preferences” option on the top main menu. On this screen, you can edit your information. Please note that all changes may take up to two business days to take full effect. .

Meter Readings

Business Users request these devices through either their Business Administrator or they can add the devices on their own. Canon Solutions America cannot add devices for users due to security reasons. If you do NOT know who your Business Administrator is, please contact myPortal at myPortal@csa.canon.com and request your business administrator contact information..

Order Toner

Your order will reflect, in myPortal, as “Entered” until it has been processed at our various fulfillment centers. It will change status to “Booked” once the order has been shipped. To make changes to your order, contact your local supply center and have your confirmation number ready.

General Issues

The user guide will be updated periodically, but to obtain the most current information, please visit and login to myPortal and click “Help” on the main menu and click on the link for FAQ.