Customer portal

Account

Update contact details, choose communication and support preferences, and keep protected account fields away from customer-visible secrets.

Account

Customer account

Keep contact details current. Identity, payment and access changes stay under staff review before they change storage state.

Unavailable
Primary site
Staff confirmation required
Support can confirm site changes without exposing staff notes.
Account type
Customer
Portal access is scoped to this customer account.
Data exposure
Customer safe
Provider diagnostics, payment secrets, staff notes and object keys are not shown here.

Contact details

Editable profile fields

Review boundary visible

Account fields unavailable

Staff can help confirm contact details from support.

Saving contact details creates a review-safe request. It does not update identity documents, payment methods, agreements or access credentials.

Protected fields

Changes that need evidence

Staff reviewed

Need urgent help with access, payment or documents? Use support and quote RES-1024.

Communications

Notification and support preferences

Choose how Magnus reaches you about storage, billing and support. Service messages follow verified contact rules. Marketing stays off until you opt in. Saving preferences queues an audited request only.

No provider write

Communication preferences

Service first

Channel consent, operational billing notices and explicit marketing opt-in. Legal and access safety notices may still send when required.

Marketing and promotions are separate from move-in, billing and document service messages.

Manage communication preferences

Support update preferences

Customer-safe only

Choose where support replies and case status changes surface. Staff still review payment, access, document and agreement changes.

Support notifications never approve documents, mark payments paid or release access credentials.

Manage support preferences

Delivery status

Recent delivery evidence

Template version and delivery state are shown from Magnus and provider fixtures. Sensitive payment, access and document details are never embedded in notice copy.

Fixture evidence

Queued

Queued

Message is accepted by Magnus and waiting for quiet-hours or provider dispatch. Not shown as delivered.

Sent

Delivered to provider

Provider accepted the message. Customer timeline shows template version and a portal link, not embedded secrets.

Failed

Delivery failed

SMS or email could not be delivered. Staff may follow up; customer copy stays plain language without raw errors.

Bounce

Email bounced

Hard bounce suppresses further email until contact is re-verified. Marketing and service rules still apply separately.

Opt-out

Opt-out recorded

Carrier or customer opt-out blocks marketing SMS. Operational notices may still send when policy requires.

Inbound reply

Reply received

Customer SMS reply is queued for staff triage. Message body stays redacted; timeline shows customer-safe status only.

Recent notification deliveries
WhenChannelTypeTemplateStatusCopy
21 Jun 2026, 08:15EmailOperational updatesmove-in-reminder-v3Queued

Move-in reminder scheduled for quiet-hours end. Open your checklist in the portal for next steps.

View in timeline
20 Jun 2026, 14:30EmailBilling and paymentsinvoice-due-v5Sent

Invoice due reminder delivered. View balance and pay securely in the portal.

View in timeline
19 Jun 2026, 18:05SMSBilling and paymentspayment-failed-sms-v2Failed

Payment failure SMS could not be delivered. Check billing in the portal or contact support.

View in timeline
18 Jun 2026, 11:20EmailMarketing and offerspromo-offer-v1Bounce

Marketing email bounced. Verify your email address to restore promotional messages.

View in timeline
17 Jun 2026, 09:45SMSMarketing and offerspromo-sms-v1Opt-out

Marketing SMS opt-out recorded from carrier reply. Operational texts may still send when required.

View in timeline
16 Jun 2026, 16:10SMSOperational updatesinbound-reply-v1Inbound reply

Your SMS reply was received and queued for staff review. Continue in the portal or wait for support follow-up.

View in timeline
18 Jun 2026, 11:21EmailBilling and paymentsinvoice-due-v5Bounce

Provider bounce diagnostic queued for staff reconciliation.

Staff-only diagnostic. Not shown in customer timeline.

Timeline

Customer-visible notice history

Portal timeline entries show template version and delivery status for notices you can see. Staff diagnostics and raw provider payloads stay in operator surfaces.

Customer-safe only
  • QueuedEmailmove-in-reminder-v3

    Move-in reminder scheduled for quiet-hours end. Open your checklist in the portal for next steps.

  • SentEmailinvoice-due-v5

    Invoice due reminder delivered. View balance and pay securely in the portal.

  • FailedSMSpayment-failed-sms-v2

    Payment failure SMS could not be delivered. Check billing in the portal or contact support.

  • BounceEmailpromo-offer-v1

    Marketing email bounced. Verify your email address to restore promotional messages.

  • Opt-outSMSpromo-sms-v1

    Marketing SMS opt-out recorded from carrier reply. Operational texts may still send when required.

  • Inbound replySMSinbound-reply-v1

    Your SMS reply was received and queued for staff review. Continue in the portal or wait for support follow-up.

Communications

Notification preferences

Choose how Tortoise reaches you about storage, billing and move-in progress. Marketing is separate from service messages and stays off until you opt in.

Verified contacts on file
Primary email
customer@example.com
Verified for service email on 15 Jan 2026.
SMS number
+44 7700 900123
Verified for SMS on 1 Feb 2026 after explicit opt-in.
Portal notices
In-app timeline
Authenticated portal notices do not leave Magnus and are not suppressed by email bounces.

Preferences

Channels and message types

Audit on change

Channels

Channel consent is separate from message type. Marketing always requires explicit opt-in; service messages follow verified contact rules.

Consent recorded
  • Service consent

    Service email may use implicit consent for active customers with a verified address. Marketing still requires separate opt-in.

    Consent recorded 15 Jan 2026, 10:00

    On

    Service email may use implicit consent for active customers with a verified address. Marketing still requires separate opt-in.

  • Explicit opt-in

    SMS is for short operational prompts only. Full legal content and marketing stay on email or the portal.

    Consent recorded 1 Feb 2026, 12:30

    On

    SMS is for short operational prompts only. Full legal content and marketing stay on email or the portal.

  • Service consent

    Portal timeline notices stay inside Magnus and are not blocked by email bounces or carrier suppression.

    Consent recorded 15 Jan 2026, 10:00

    On

    Portal timeline notices stay inside Magnus and are not blocked by email bounces or carrier suppression.

  • Not setNot in v1

    Native or PWA push is reserved for a future opt-in lane and is not available in v1.

    Not in v1

    Native or PWA push is reserved for a future opt-in lane and is not available in v1.

Message types

Operational vs marketing

Service notices cover move-in, billing, documents and account updates. Marketing stays off until you opt in. Some legal and access notices cannot be disabled in the portal.

Service first
  • Move-in progress, task reminders and account updates that keep storage running smoothly.

    Move-in progress, task reminders and account updates that keep storage running smoothly.

  • Invoices, payment failures, overdue reminders and refund status updates.

    Invoices, payment failures, overdue reminders and refund status updates.

  • Upload requests, rejection reasons and approval confirmations for ID and proof documents.

    Upload requests, rejection reasons and approval confirmations for ID and proof documents.

  • Opt-in only

    Promotions, upsell and newsletter content. Off by default until you opt in.

    Promotions, upsell and newsletter content. Off by default until you opt in.

  • Support required

    Access readiness and safety notices stay enabled. Request changes through support.

    Access readiness and safety notices stay enabled. Request changes through support.

  • Support required

    Agreement and e-signature prompts are required for move-in completion.

    Agreement and e-signature prompts are required for move-in completion.

  • Support required

    Scheduled rent increase notices are required and cannot be disabled from the portal in v1.

    Scheduled rent increase notices are required and cannot be disabled from the portal in v1.

Delivery and privacy boundaries

  • Quiet hours: 21:00 to 08:00 site local time. Non-critical messages may defer until the window ends; urgent billing or access safety notices can still send.
  • Messages link back to the portal for detail. Payment secrets, access PINs, gate codes, raw provider errors and unsigned documents are never sent by SMS or email.
  • Provider suppression (bounces, blocks, carrier stops) overrides your channel preference until contact is verified again.
  • Saving preferences creates an audited change request. It does not mutate payment, access, agreement or support case state.

Last saved 18 Jun 2026, 14:22

Marketing boundary

Service messages are not promotions

Explicit opt-in

Operational and billing

Move-in reminders, invoice due dates, document requests, payment failures and access readiness updates are service messages. They may send on verified email or SMS when you have consented to that channel.

Marketing and offers

Promotions, upsell and newsletter content require separate explicit opt-in and stay off by default. Opting out of marketing does not stop legally required or operational storage notices.

Emergency contacts and access safety notices are never used for marketing. Scheduled rent increase notices are required and cannot be disabled from the portal in v1.

Ask about notification settings

Support

Support update preferences

Choose how Magnus tells you about support replies and case status. Staff still review every change to payment, access, documents and agreements.

Support notifications active
Active cases
1 open case
Open cases use customer-visible summaries only.
Default response
Within 1 business day
Site staff reply during published opening hours. Urgent access safety issues are prioritised.
Escalation path
Site manager review on request
Supervisor review stays staff-mediated and audited.

Expectations

When to expect a reply

Site hours apply

First staff reply

Within 1 business day

Initial replies acknowledge your message and explain the next visible step. They do not approve documents or payments.

Last update 21 Jun 2026, 09:00

Waiting on you

Paused until you respond

When staff need more detail, the case pauses and you receive a plain-language ask. No hidden staff notes are shown.

Case closed

Confirmation sent

Closure confirms the customer-visible outcome only. It does not mutate payment, access or agreement state.

Evenings and weekends

Deferred to site hours

Non-critical support updates defer overnight. Critical access safety messages may still send when policy requires.

Notifications

How support updates reach you

Thread replies and case status changes can surface in the portal, email or SMS when you have consented to those channels.

Customer-safe only
  • Recommended

    Show support replies and case status changes in the authenticated portal timeline.

    Show support replies and case status changes in the authenticated portal timeline.

  • Email a customer-safe summary when staff post a visible reply or change case status.

    Email a customer-safe summary when staff post a visible reply or change case status.

  • Optional SMS ping for time-sensitive support updates when SMS consent is on file. No case detail in SMS body.

    Optional SMS ping for time-sensitive support updates when SMS consent is on file. No case detail in SMS body.

Support updates are not provider actions

Enabling support notifications tells Magnus where to surface case replies and status changes. It does not approve documents, mark payments paid, sign agreements or release access credentials.

Last saved 19 Jun 2026, 09:15

Privacy boundary

What support messages never include

No provider write

Staff-only notes

Internal investigation notes and risk scores stay in the operator workspace.

Provider diagnostics

Raw payment processor, e-signature and access-control errors are never shown in customer support surfaces.

Access credentials

Gate codes, PINs and live access instructions are never embedded in support notifications.

Payment secrets

Card numbers, CVV, bank details and hosted payment tokens are never included in support messages.

Support drafts and notifications stay read-only for customers

Portal support creates staff follow-up only. Notifications about support never embed payment secrets, access credentials, raw provider diagnostics or staff-only notes. Provider mutation: none. Ledger mutation: none. Agreement mutation: none. Access mutation: none.