Customer Portal User Guide

Contents

• Introduction
  • Customer Portal
  • Enrollment Services
  • Delivery Services
  • YubiEnterprise API
• Purchasing Models
  • Tier Options
  • Purchasing Options
  • Accessories
  • Purchasing through Resellers
  • Purchasing Workflow
• Onboarding
  • Procedure
  • Onboarding as First User
  • Activating User Accounts
  • API Caller Accounts
  • Channel Partners
• Getting Started
  • Logging in
  • Viewing Notifications
  • Working in the Customer Portal
• User Management
  • Viewing Users
  • Creating and Removing Users
  • Managing Your Account
  • Passwordless Authentication
  • Lost or Reset YubiKey
  • Account Resets and Role Changes
  • Authenticating with SSO
  • Roles and Permissions
  • User Account States
• Purchase Orders
  • Viewing Purchase Orders
  • Viewing Purchase Order Details
  • Channel Partner PO Views
• Inventory
  • Shippable Inventory
• Costs of Shipping and Taxes
  • Invoicing
  • Product Tax/VAT
  • Shipping Fees
  • Shipping Tax/VAT
  • Tax Exemptions
• Delivery Policies
  • Shipment Fulfillment Centers
  • Destinations and Quantities
• Delivery Concepts
  • Shipment Processing
  • Available Inventory
  • Address Validation
  • Customer Reference Field
  • Shipment Notifications
  • Country Codes
  • USPS Region/State Codes
  • Status and Error Messages
  • Subscription Inventories
• Requesting Shipments
  • Delivery Overview
  • Selecting Product Inventory
• Shipping to a Single Address
  • Creating a Shipment
  • Editing and Deleting Shipments
• Shipping to Multiple Addresses
  • Creating the Address File
  • Creating the Batch Shipment
  • Editing and Deleting Shipments
• Self-service Ordering
  • How it Works
  • Branding Self-service Ordering
  • Creating Invites
  • Managing Invites
  • Managing Product Templates
  • Managing Destination Countries
  • Managing Shipment Issues
• Shipping Pre-registered Keys
  • About Yubico FIDO Pre-reg
  • Managing Pre-reg Shipments
• Managing Shipments
  • Viewing Shipments
  • Editing and Deleting Shipments
  • Downloading List of Shipments
  • Resolving Shipment Issues
  • Viewing Shipment Refunds
  • Downloading List of Refunds
  • Customizing Automated Emails
• Customizations
  • Viewing Customizations
  • Adding Customization Labels
  • Viewing Customization Information
• Channel Partners
  • Reseller View
  • Distributor View
• Single Sign-On (SSO)
  • Supported SSO Initiation Forms
  • Logging in Using SSO Only
  • Permissions and SSO
  • SSO Enablement
  • Enabling SSO with Azure AD
  • Enabling SSO with Okta
  • Enabling SSO with Google Workspace
  • Enabling SSO with Duo
  • Enabling SSO for Other IdPs
  • Disabling SSO
• ServiceNow Integrations
• API Onboarding Playbook
  • API Caller Account Setup
  • Creating API Tokens
  • Authenticating with HTTP
  • Dates and Times
  • Working with the API
  • Integrations
  • Self-service Developer Project
• API Reference Information
  • Country Codes
  • USPS Region/State Codes
  • Product and Inventory Identifiers
  • Product Inventory Type Mapping
  • Shipment Status Codes
  • Shipment Error Messages
  • Response Request Status Codes
  • Deprecated APIs: Overview
• Best Practices and Troubleshooting
  • Best Practices
  • Troubleshooting
• FAQs
  • Shipping and Delivery FAQs
  • Passwordless Migration FAQs
• Release Notes
  • 2026
  • 2025
  • 2024
  • 2023
  • 2022
  • 2021
  • 2020
• Copyright
  • Trademarks
  • Disclaimer
  • Contact Information
  • Getting Help
  • Feedback
  • Document Updated