Portal Overview

Portal Access

The InspectAll Portal is a feature that allows you to share all folders created in a particular Team with a non-Inspectall user.  Below are some key features of the Portal:

• You can purchase special "Portal Licenses" by contacting support. (the feature has to be turned on for you)
• A "Portal User" is defined as any user who's only role is set as "Portal".  If the user has any other role assigned (such as web, or mobile); that user is a full user and uses up one of your full licenses.
• A portal user's initial password can be set by you or autogenerated. The portal user has the ability to update their password at any time.
• When a portal user is created you can choose to email an invitation with username and password instructions to that portal user.
• A portal user has a special login at https://portal.inspectall.com.  If they try to login to the main app, they will be redirected to the portal.
• A portal user will have the ability to download any Folder Report (in PDF format) created under any account belonging to the team(s) assigned to that portal user.

• If you want to HIDE folders on the Portal website that aren't marked as "Closed" so that you can allow your portal users to see only completed folders, contact us to have the setting updated:

  support@inspectall.com

• A portal user has NO ability to change anything.  They are ONLY given read-only access to a list of the folders assigned to their team and download ability of the PDF reports.

The portal can be securely accessed at https://portal.inspectall.com.  Portal users can also log in from our main app login, they will just be redirected to the portal app after authentication when the API sees that they are a portal user.

Portal Features

The features of the portal are simple to use:

• Any folder shared with the portal user is listed from most recent to oldest
• Basic information about the folder is displayed such as:
  • Folder Type
  • Identifier
  • Number of Forms
  • Account
  • Date created and by whom
• Portal users can sort or search for folders.
• Portal users can download a PDF report of the folder.

The portal "view" will follow the same logic as your folder settings. If you want the folder description to show on the portal Folder Grid view for a particular folder type, then on the cover sheet of your folder report in folder settings, insert the “Description” option. 

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​ Once the folder setting is updated, the description will be visible to all customers who have portal access and that folder type.

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Portal Pricing

Portal pricing is simple and integrates as an add-on to your monthly billing.  Portal licenses are purchased in buckets:

* multiple bundles may be purchased and combined.  For example you could purchase (2) 10 license bundles for a total of 20 licenses @ $50/month; or combine a 100 license bundle with a 10 license bundle for a total of 110 licenses @ $125/month.