User portals

The user portal is a module available by default in Cobuild. Users, both customers and vendors, can be granted access to the portal by businesses in order to view certain documents or information within a Cobuild 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 Cobuild and 3rd-party services

Note

Portal users only have read/view access, and will not be able to edit any documents in the database.

• Granting portal access
• Updating portal info