Add and manage users
Understand what portal users can do
What this does
The portal is the outside view of your database. Give a customer or a supplier portal access and they can follow their own documents without you emailing anything.
The user portal is a module available by default in WindoorERP. Users, both customers and vendors, can be granted access to the portal by businesses in order to view certain documents or information within a WindoorERP database. For example, some common use cases for providing portal access include allowing customers and vendors to:
- Follow, view, and pay orders
- Follow, download, or pay invoices, including partial payments and down payments
- Manage payment methods
- Manage subscriptions
- Add, remove, or modify their addresses
- Configure connection parameters between WindoorERP and 3rd-party services
Note
Portal users only have read/view access, and will not be able to edit any documents in the database.
What a portal user can do
- Follow, view and pay their orders.
- Follow, download or pay their invoices, including partial payments and down payments.
- Manage their saved payment methods.
- Manage their subscriptions.
- Add, change or remove their own addresses.
- Set up the connection parameters between WindoorERP and a third-party service they use.
What a portal user cannot do
- Edit any document in the database — portal access is read and pay, never write.
- See anything belonging to another customer.
- Reach the back office, reports or settings.
Common mistakes
- Creating an internal user for a customer. That consumes a seat on your WindoorERP plan and hands them the back office; grant portal access instead.
- Assuming portal users inherit the usual groups — their rights are pre-set through record rules and restricted menus, and the Access Rights tab does not apply to them.
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