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This documentation is currently in preview, therefore subject to change.

Use the Customer Portal

You’ll achieve: Familiarity with the key features of the Build a Doc customer portal.

Before You Start

You need:

Access the Customer Portal

Portal URL: INSERT PORTAL URL HERE

  1. Navigate to the portal URL
  2. Click Sign in with Microsoft
  3. Sign in with your Microsoft account

Success: You’re signed in and can see your dashboard.

Portal Overview

The customer portal provides these core capabilities:

View Subscriptions

See your current plan, billing status, and renewal date. You can also change your subscription plan from here.

For detailed subscription management, see Manage Your Subscription Plan.

Create and Manage API Keys

Generate API keys needed to authenticate the Power Automate connector and other integrations. You can create multiple keys and revoke them when needed.

For detailed API key management, see Manage API Keys.

Monitor Usage

View reports on document generation, API call counts, and success rates. Export usage data as CSV for analysis.

For detailed usage reporting, see View Usage Reports.

Invite Team Members

Add users to your subscription and assign roles (Admin, Member, or Viewer) with different permission levels.

For detailed user management, see Manage Portal Users.

User Roles and Permissions

The portal supports three user roles with different access levels:

  • Admin: Full control over subscription, users, and keys
  • Member: Can create API keys and view reports
  • Viewer: Read-only access to subscription and reports

For complete permission details, see Roles and Permissions.

What You’ve Achieved

You now know:

  • How to access the customer portal
  • The main portal features available
  • Where to find detailed guides for each feature

Troubleshooting

If you encounter issues with the portal, see Troubleshooting Guide for solutions to common problems.