Email template to request portal access

If you're a portal admin, you can use this email template to tell your portal users how they can request access to the Support portal.

Hello [Name],  

I'm the designated portal administrator for our group. I've put together a quick summary of the key information you need to know about the Anaplan Support portal, its benefits, and our process for requesting access to the portal. 

What you'll experience in the new portal  

• An intuitive interface and AI-powered search: Quickly access knowledge articles, known issues, and technical documentation.  
• Easier case management: View and make updates to the cases you've submitted from a central hub. 
• "Ask Anaplan" virtual analyst: Self-serve to resolve common issues such as password resets or assigning model roles.  

How to request access 

If you or a team member requires access to the portal, please follow this process:  

[Insert your company’s request method, for example, “Submit an access request through our IT portal” or “Contact me directly”].  

Be sure to specify the level of access needed after reviewing this overview of portal roles and responsibilities. 

If you have any questions or need further clarification about the Anaplan Support portal, please don’t hesitate to reach out. 

[Your standard sign-off]

Once your team member submits their request, you'll receive an email and a notification in the portal. To start the account activation process, log in to the portal and select “My account” in the portal menu.

This section is where you'll find your account's unique registration code. Whenever anyone in your company requests access to the portal as a user, you need to send them this code. They can then use it to complete their registration and gain access to the portal.