Documentation 19.0

Add and manage users

Update a portal account's details

3 min read Updated 2026-08-14 WindoorERP 19.0

What this does

Portal users maintain most of their own contact, security and payment details from the portal dashboard. A few changes need an administrator — this article covers both sides.

Steps

Name, email, phone and address are the only fields that must be filled in to save.

  1. 01
    The portal user signs in and lands on the portal dashboard.
  2. 02
    They click Edit information under their contact details.
  3. 03
    They update their name, email, phone, company name, mailing address, and invoice delivery preference. Extra fields may appear depending on their country and yours.
  4. 04
    They click Save Address — or Discard to go back untouched.

Payment methods

From the dashboard, Payment methods lists what they have saved. To add one, they pick a payment method, enter the details and save; to remove one, they click the 🗑 (Delete payment method) icon and confirm. Payment details cannot be edited — an out-of-date card is deleted and re-entered.

Connection & security

The Connection & Security page holds five sections:

  • Change Password — current password, new password, Change Password.
  • Two-factor authentication — an alert shows the current state, with a link to enable or disable it.
  • Passkeys — Add Passkey asks for the password, then a name, then hands over to the browser to create it. Existing passkeys can be renamed or deleted.
  • Revoke All Sessions — Log out from all devices ends every session except the current one, after a password confirmation.
  • Delete Account — irreversible. It asks for the password and the login name, and can add the email and phone to a block list so nothing is ever sent there again.

What an administrator does instead

  1. Go to Settings › Users › Manage Users.
  2. Clear the Internal Users filter and add Portal Users from the search panel.
  3. Open the portal user. The Email field is the address they sign in with, and you can correct it here.
  4. Use the Security tab on their contact to Change password or Invite to use 2FA.

Common mistakes

  • Trying to change a country after documents exist for that account — it is locked from then on, and only an administrator can help.
  • Confusing the Login with the email: editing the login changes the username, not where mail is delivered.
  • Editing a saved payment method. It cannot be edited; delete it and enter it again.

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