The Microvellum Client Portal
When logging into Microvellum’s Client Portal, several features are available to help ease the purchasing and management of Microvellum products, the ability to find accurate information in a convenient and timely manner, as well as keep track of your account and details relating to it.
Landing Page
Upon successfully logging in, you will be taken to the landing page, which contains helpful links to other locations and interfaces that can assist you in finding necessary information. This includes:
- Account Settings- Settings for managing and accessing the information linked to your account, including personal contact information, the ability to reset or change your password, as well as management of information regarding your company (industry, demographics, software usage, company contacts who also have an account on Microvellum’s website, etc.)
- Knowledge Base- Directs you to the Microvellum Knowledge Network, giving access to the wide range of helpful articles regarding Microvellum, manufacturing, software usage, and more.
- User Forum- Opens the community forum, where you can communicate with other users of Microvellum’s software, seeking out advice, fielding discussions on an array of topics, or can openly inquire about subjects with Microvellum staff directly.
- Software Management- Takes you to an interface where you can manage and view the licenses, software modules, and add-ons that you own.
- My Cases- Takes you to the Cases page, where you can open new support cases, as well as listing out the various Microvellum support cases tied to your account, including active cases, resolved cases, and cases that have been cancelled. If you have permissions, you will also be able to view all cases linked to your company.
Knowledge Base & User Forums
The Knowledge Base and User Forum cards on the landing page open the Microvellum Knowledge Network and Microvellum Community Forums in a new tab (by default) when clicked.
Microvellum's Knowledge Network hosts a wide array of useful help articles (including this one) that address issues both broad and specific on the usage of Microvellum's software, the incorporation of Microvellum into your company's workflow, and much more.
Microvellum's Community Forums field a variety of discussions between users of the software through posts, showing announcements in a localized, easy-to-locate space, and generally giving Microvellum clients a space to connect and interact with one another.
It is required that you sign into the Knowledge Base/Community Forums separately from your signing-in to the Microvellum Portal. Being signed into the Portal will not carry over to these new tabs.
Micro Bot
When browsing through Microvellum’s portal page, Microvellum’s Knowledge Network, or Community Forums, you may notice a blue square icon with a light bulb symbol at the bottom right of your screen. Clicking this icon opens the menu for Microvellum’s Micro Bot, an interactive help bot available to assist you in finding specific information.
The bot provides a direct link to both the Knowledge Base and the Community Forums. You can access the Knowledge Base and Community Forums in a compact form within the interface of the Micro Bot, which can navigate the various categories of topics, open articles, and reply to comments or join discussions. It is relevant to note, however, that to access specific Knowledge Base articles (ones only available to registered users) or reply in the Community Forums through this interface, you must be signed into a registered account.
In addition to the ability to scroll the Knowledge Base and Community Forums, the Micro Bot is capable of being directly asked questions, in which case, it answers inquiries by directing you to a handful of relevant articles on the topic.
Notifications and the Activity Center
At the top right of the interface is the Notifications Button, which, when clicked, sends you to the Activity Center page, where you can view messages and other alerts requiring your attention, as well as your purchase history.
Account Notifications may include automatic notifications from Microvellum’s system, as well as messages sent by Microvellum staff members regarding a topic important to your account. Notifications are listed in 3 different fields: the subject of the message, the date/time the message was received, and a status indicating whether the message has been read or not (based on whether it has been opened). You can delete notifications, to ensure that the menu does not grow cluttered.
Purchase History tracks all purchases associated with your account. These purchases are listed according to the invoice number, as well as the date that the purchase was made. When opening an invoice, you can see the name of the item purchased, the quantity purchased, as well as the total cost of the purchase both with and without tax.
When viewing the cost of your purchases in Purchase History, the currency will be localized based on the region listed in your account.
Account Settings
Account Settings allow you to manage the information tied to your account. Clicking on this button will open a page listing out your personal contact information, such as your first and last name, phone number, and email address.
These details can be altered and updated to keep information accurate, though changing any of the details listed with an * at the end may require approval from the administrator listed in your company contacts.
Password Reset
Below the Account Settings section of the page, there is another editable field that allows you to manage and change the password used to log into Microvellum’s portal and website. Doing so may require not only permission from an administrator but also require you to sign in once again using the new password.
Company Settings & Contacts
The lower two interfaces of the Accounts Settings page display information about the company connected to your Microvellum account. This information is only able to be edited by accounts with the correct permissions (such as administrators). The section under the header of Company Settings contains basic information regarding the company associated with your account.
This includes fields such as contact details (the name and phone number for the business), the annual sale revenue and company size (measured via employee count), tax exemption status, as well as editable information on which industry the company operates within. Various details about the specific industry your company operates within are also listed here, including the general type of business the company falls under (general contractor or architecture, for instance), as well as the specific umbrella the products or services the company produces fall under. In addition, information on the hardware of the company is also able to be listed, including the specific software that is used in your business’s workflow, and the machine(s) that the company makes use of to create your products.
The section under the header of Company Contacts allows you to view a list containing all other users registered with your company within Microvellum’s system. Opening a specific contact displays the information associated with that contact’s account, including the contact’s name, email address, business and personal phone number (if entered), as well as their role from a dropdown list of available roles. Roles contain sets of permissions created by an administrator, altering the specific permissions a user has on the portal, which itself changes what features that user has access to.
At the top of the interface, administrators can select from the list of contacts associated with their company via a dropdown list or create new contact to associate with their company.
At the bottom of this section, a series of checkboxes allow administrators to appoint a company contact as the primary contact for your company (meaning all automated cases will be sent to that contact; there can be only one primary contact in a company), or a portal admin (which grants access to all permissions, the ability to change permissions on other contacts, and all other associated permissions in the Microvellum Client Portal). Permissions for the contact currently displayed can be manually modified at the bottom of this section, allowing administrators to selectively assign permissions to perform actions like download files from the portal, access company-associated cases, view purchase history, and more. Admins can also delete a contact from their company by clicking the left button at the very bottom of this section.
All this information can be edited at any time (provided your account has permission to do so) to ensure that any changes in the operations, priorities, or contact information of your company can be recorded and kept up to date. After information on the contact has been updated, simply click the "Update Contact" button at the bottom of the interface.
My Cases
The My Cases card on the landing page opens the My Cases page. This page is designed to allow you to submit support cases, wherein you can submit reports of issues, ask pertinent questions, offer feedback on features still in beta, and more. For more information on how to submit a case, case details, or any other case related concern, consult one of the many articles on the Microvellum Knowledge Network regarding the cases portal.
In addition, the My Cases page specifically allows you to view cases that are associated with your account. This includes cases that are currently active (as in, have yet to be resolved), cases that have been resolved by a Microvellum support official or by some other means, cases that have been cancelled by the user for any reason, as well as a general tab that lists all cases that have been submitted without any additional filtering of the case’s outcome or status.
If you have permissions to view them, an additional sub-page can be opened by enabling the “Company Cases” switch in the top right of the interface. This will change the page from displaying cases specific to your account to all cases that have been submitted by contacts within your company, separating information into the same structure.
Software Management
The Software Management page allows you to manage the various Microvellum products you or your company own, including different licenses within Microvellum’s SLS (Software Licensing System), software modules, library data, software maintenance plans, and more.
Licenses
Purchased software licenses are displayed in the upper interface of the Software Management screen, with each license that is available for use being listed. Licenses are listed according to the specific type of license and type of Microvellum product they fall under the umbrella of (such as a Floating License or FLA vs Single License or SLA, whether the license is for Microvellum OEM or another type such as Microvellum Server, etc.) The ID number of each given license is listed in this interface as well, along with the activation password for the license, the number of activations and deactivations associated with it (read this article to learn the number of activations each license offers), as well as the number of seats on the license (if using a Floating License).
The final 2 columns on the far right of this interface allows you to view and download the most recent build versions of Microvelum’s Toolbox software, offering you the option to either download and install the latest build via updating, or to download and install the full install of the latest version, which may be necessary when transitioning between different versions or if a situation results in the uninstallation of the software. From this section, it is also possible to download a previous build, but doing so requires you to submit a support case explaining the decision, in order to ensure that any issues arising from losing access to fixes or features in your current build are minimized.
In order to be able to download these executable updates and installs, you must have the Downloads permission assigned in the Portal. This is assigned by the administrator of your account. For information on updating your Toolbox Software, consult this article. For information on how to run a full install of Toolbox, consult this article.
Selecting the “Product Release Notes” or “Library Release Notes” buttons at the top right of the interface will open the pages of either the most recent Toolbox Release Notes or Foundation Library Release Notes.
If you click on the gear icons next to any of the licenses on this page, you will be taken to the License Portal interface for that specific license.
License Portal
The License Portal interface contains the same basic details regarding the associated Microvellum license as the Software Management page, including the license ID, activation password, number of activations and deactivations remaining, and the number of seats (sessions) associated with it (if using an FLA type license). In addition to this, other information is displayed such as the date/quantity the license was issued, the status of the license, and the number of seats actively in use out of the quantity of seats available. Beneath this information, the list of software modules enabled on the license being examined is displayed.
At the bottom of this page, the Additional Information section is displayed. This section will differ in appearance depending on whether you are managing an FLA or SLA (or WRT) type license.
If examining an SLA or WRT license type, this section will display only a single button, ‘Manage Installations’, which, when clicked, opens a page that displays your Installation History, which catalogs activated and deactivated installations of the license.
If examining an FLA license type, this section will additionally display a button labeled ‘Network Sessions’, which, when clicked, opens a page that allows you to manage the active sessions and seats being used on your FLA license. This includes viewing the number of seats currently taken, who happens to be occupying that seat (displaying the device or registered user within the shared network), and allowing for manual control over the session (allowing someone with control permissions over the license to remove individuals from the session). If no sessions associated with the license are active at the time of opening, no information will be displayed. If a session is active but not displayed in this interface, you may need to reload the page.
Software Access
The Software Access section of the Software Management page tracks the status of modules, expansions, add-ons, maintenance plans, and other utilities associated with your account, including the ability to download Microvellum Foundation Library data. If seeking to check which software modules, maintenance plans, or other utilities have been purchased (of the entire range available), this interface will display purchased modules and utilities as “True”, and unpurchased or unassociated ones as “False”. The expiration dates listed give the precise date that your access to any of these products may require renewal or repurchase.
Modules
The Modules tab of the Software Access section displays information on active software modules. Microvellum Software Modules are specific packages for Microvellum’s Toolbox software, that, when purchased, enable the use of new capabilities, tools, and processes to assist in the production process and expedite specific workflows (to learn more about Software Modules, visit this article.) The Modules tab lists all available software modules that are currently purchasable from Microvellum, listing them alphabetically by name, providing a brief description of the module, whether or not the module has been purchased and is able to be enabled on any of the licenses associated with your company (any of the licenses listed in the Licenses section), as well as the expiration date of the module.
Library Data
The Library Data tab of the Software Access section catalogs all Microvellum library data currently available for purchase, encompassing Microvellum’s Foundation Library and all its expansions and add-ons. Expansions are groups of library data that complement the basic Foundation Library, but specifically add products, hardware, variables, and more that are centered around a type or style of product outside of standard frameless cabinetry, such as Face Frame cabinets, Closets/Wardrobes, and Staircases. This section lists the name of the library data, offers a brief description of what the data package contains, if the product is currently registered as owned on your account, and, if it is, allows you to download packages of the data.
If you have purchased the Foundation Library, you are able to download update packages from this interface, which downloads the changes made across multiple builds simultaneously, and are intended to be used with the Library Update Utility within the software. Downloading a Foundation Library update package and importing it will essentially update your library from its current build to the final build listed in the title of the package. In addition, from this interface, you can download full installs of the most recent Foundation Library build, which are fresh databases able to be installed as though you are downloading the Foundation Library for the very first time. These full installs come in Metric and Imperial versions, while Update Packages specifically are designed to be compatible with whichever is the selected measurement configuration within the software.
Maintenance
The Maintenance tab of the Software Access section catalogs software maintenance plans that may be associated with your account. Microvellum’s Software Maintenance Plan enables clients using specific versions of the software to receive assistance with selecting specific versions of the software that they wish to use, consistent support and advisement on which build is best suited to their specific needs, and support regarding fixing bugs or issues they may be experiencing with their software. These plans grant you consistent access to updates in the software, as well as any associated updates for your data. Maintenance plans are listed, with a column for short descriptions, ownership status, as well as the expiration date of the maintenance plan.
Utilities
The Utilities tab of the Software Access section lists additional utilities that you can download as a supplement for regular software usage. These utilities will vary based on your account but will be downloadable from this interface. At the time of writing, the only utility currently listed is Microvellum’s SQL Viewer utility, which allows you to view your library data in the form of tables that one would find in SQL Databases.
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