Overview
The Enviz Portal is an online platform designed to simplify the management of your Enviz account, products, and billing information. It offers essential features for purchasing products, editing account details, and accessing advanced tools like project analytics for partners.
Key Features:
Purchase and manage Enviz products.
Edit account and billing information.
Upload files and resubmit models.
View project analytics.
Do I have to use the Enviz Portal?
No, the portal is optional, but highly recommended. The portal is where you can:
Resubmit your models
Edit teleport points and dollhouse view and,
Purchase more re-submissions
Accounts
How to Create an Account
Go to the Enviz Portal
Click Sign Up at the bottom of the login page.
Provide your name, email address, and create a password.
Fill out additional business details (optional for individual users).
Click Sign Up to complete the process.
How to Delete Your Account
To delete your account, contact us at [email protected]. Please note:
Deleting your account will also delete all owned experiences.
IMPORTANT! If you are the owner of an experience, it will be deleted alongside your account. If you are part of a larger business, include a note in your support request to retain shared experiences.
Functionality and Processes
Understanding Projects
A project serves as a high-level grouping of your experiences.
For Developers and CGI Partners: Use your project name to organise experiences.
For Individual Users: You can name projects after yourself or your client.
If you are only interested in purchasing a single experience this project name is not relevant and will not show in the app. However, for the functionality of the Enviz portal you will always be asked to set up a project first.
Helpful Tip: A project can host multiple experiences or be used for a single experience.
Purchasing an Enviz Space
There are two ways to purchase Enviz in the portal.
Purchasing via a New Project:
Log in to the Enviz Portal.
Select Projects from the left-hand navigation panel.
Click + Create Project and name your project.
Now give your experience a name
Click + Add Experience to add more
To remove an experience, click the trash icon.
Choose subscription terms (monthly or yearly).
Complete the checkout process.
Purchasing via an Existing Project:
Log in to the Enviz Portal.
Navigate to your existing project under Projects.
Click + Add Experience and follow the steps above to complete your purchase.
Done-for-you products are purchased through our sales team. Once purchased, you will be provided access to the Portal and its feature sets.
Uploading and Submitting Files
How to Upload Files
After purchasing an experience, navigate to the experience page.
Click Upload Files and select your files.
Confirm the files are correct and click Submit.
Important: Simply uploading files will not start the conversion process. You must click Submit to begin.
Returning to Upload Files
Log in to the Enviz Portal.
Navigate to your project under Projects.
Select the experience and follow the upload process.
Note: Each experience requires its own file upload.
Editing Information
The portal allows you to edit the following:
Project Information: Name and image.
Experience Information: Name, image, and details.
Important: Project names and images will only appear when you have more than one experience.
To Edit Project Information:
Navigate to your project.
Select Project Details.
To Edit Experience Information:
Navigate to your project.
Select the experience.
Go to the Details tab and make your changes.
Click Save Changes to apply.
Note: Refresh the Enviz app on your device to see changes live.
Billing Management
Billing information for Enviz can be managed within the Portal. Note: For billing information relating to Enviz Done-for-you products please reach out to your sales representative.
The floor plan visualizer does not have an associated payment as a Free Product. If you receive an email requesting payment please reach out to our Customer Support team.
Finding Your Billing Information
Navigate to your project and select the Billing tab.
Locate your experience under Active Listings and click View Billing Details.
Billing Actions
Cancel Your Subscription: Select Cancel Subscription and again, select Cancel Subscription to confirm.
Renew Your Subscription: Select Renew Subscription and again, select Renew Subscription to confirm.
Edit Billing Information: Scroll to Billing and Shipping Information and click Update Information.
Add or Edit Payment Methods:
Scroll to the bottom page to Payment Method
Add a new payment method by selecting the plus sign (+) or,
Edit or delete existing methods using the three dots next to the card.
Important: Cards linked to active experiences cannot be deleted. Contact [email protected] for assistance.
Invite Users
To share your account with your team, you will need to invite them through the portal.
You can do this at a global level or project level. Please note, we do not recommended you invite your clients to the Enviz Portal. Instead use the share functionality for areas like the Details page and Review Tool.
Important! Our system does not automatically detect email domains. If a user has created their own account without being invited they will not have access to your projects.
Invite a user to a project
Navigate to your project
Select Users
Select 'Add User'
Enter the users name and email address
Click 'Add user and send invite'
Invite a user to your account
Navigate to Settings in the bottom left
Select 'Add User'
Enter the users name and email address
Click 'Add user and send invite'
Important! This will give the user access to all of your projects and experiences.
Please note!
Experience's that have been shared with a client for access in the Enviz App are not automatically added to the users Client Portal account.