Find answers, get started, and learn how to get the most out of Portal Worx.
Sign up with your email address, company name, and password. You'll receive a verification email to activate your account.
Create AccountOnce verified, log in and set up your organisation. Upload your logo, configure your profile, and customise your workspace.
Go to account settings and invite team members via email. Assign roles (Admin, User, or Client) to control access levels.
Start a new project with a name, description, and location. Then add documents, images, and begin generating reports.
Click "Forgot Password" on the login page and enter your email address. You'll receive a password reset link valid for 1 hour.
Check your spam/junk folder. You can request a new verification email from the login page if you try to log in with an unverified account. Verification links expire after 24 hours.
Yes. On the login page, switch to the "Magic Link" tab, enter your email, and we'll send you a one-click login link. No password needed.
Yes. If you're invited to another organisation, you can access both using the same email and password. You'll be prompted to select which organisation to log into.
When creating a document category, set the privacy level. Categories can be private (visible only to you) or shared with specific users or roles.
Yes. All deleted items go to the Trash, where they are retained for 30 days. Go to Trash in the sidebar and restore the item. After 30 days, items are permanently deleted.
You can upload most common document types (PDF, Word, Excel, etc.) and image types (JPG, PNG, etc.). File sizes are limited by your plan's storage quota.
New accounts receive a 14-day free trial with full access to all features. No credit card is required to start.
Your data is preserved and remains safe. You'll need to choose a paid plan to continue using the platform. You can upgrade at any time to restore full access.
Yes. You can upgrade or downgrade at any time. Upgrades take effect immediately. Downgrades take effect at the end of your current billing period.
You'll be notified at 80% and 90% usage. When you reach 100%, new uploads are blocked until you free up space or upgrade your plan.
We use database-level tenant isolation, TLS encryption, HTTP-only cookies, CSRF protection, and comprehensive audit logging. Learn more on our Security page.
Yes. You can request account deletion through your account settings. There is a 30-day grace period before permanent deletion. For GDPR erasure requests, contact privacy@portal-worx.com.
Our support team is ready to assist you.
