Client Portal FAQ

Written By El

Last updated 4 months ago

General

Q: What is the new Client Portal?

Your Analytics will now be available on Prodify, a new platform designed to give you:

  • Streamlined Access to Your Data: The same trusted analytics, now delivered in a cleaner, more intuitive environment.

  • Future-Ready Tools: This is the first step toward a more unified experience, with billing, content management, and other enhancements on the way.

  • A Unified Experience: Your new portal is just the start—over time, all your CADdetails tools will come together in one seamless experience on the Prodify platform.

Q: What is Prodify? Prodify is a Digital Asset Management (DAM) + Product Information Management (PIM) platform designed to help building product manufacturers streamline content management, improve distribution, and deliver accurate product data to architects, designers, and specifiers.

Q: Is CADdetails rebranding under Prodify? No, CADdetails remains its own channel brand, powered by Prodify for relevant BPM channels like the client portal analytics.

Q: How is it different from CADdetails? CADdetails is a distribution & visibility platform (channel for reaching the AEC community). Prodify is a content management & publishing platform (organizing and managing product data, assets, and specifications).

Q: Is there an additional cost for this upgrade? No. The new Client Portal is included in your CADdetails subscription at no extra charge.

Account & Login

Q: How do I access the new Client Portal? You’ll receive an email with instructions to set up your Prodify account and password so you can log in to the new portal.

Q: What if I have trouble logging in and need assistance? If your login doesn't work, start the "Forgot Password" process to retrieve your access information. If you still experience issues, you can also contact analytics@caddetails.com.

Timeline & Notifications

Q: When will the Client Portal switch to Prodify? The transition is planned for mid to late November. No downtime is expected during the switch.

Q: How will I know when my portal has officially switched to Prodify? You’ll receive at least 7 business days’ notice by email before the change.

Access & Permissions

Q: Will my team’s existing user roles and permissions carry over? Users with access to CADdetails Analytics will be granted Admin access in Prodify. Admins can then assign Editor and Viewer access to other team members once logged in.

Q: What are the user roles in Prodify?

Admins

  • Manage company settings and user accounts.

  • Edit permissions for all content and folders.

  • Access billing and subscription information.

  • Set default views (table, gallery, form).

  • Create share groups.

  • Best for manager-level users.

Editors

  • Edit and organize content into folders.

  • Add favorites.

  • Share assets and folders externally.

  • Create share groups.

  • Best for marketing team members.

Viewers

  • View and download content.

  • Add favorites.

  • Share assets and folders.

  • Best for sales representatives and SDRs.

Data & History:

Q: Will my Analytics change?

  • Your CADdetails Analytics remain unchanged and continue to function as usual.

    • Access to Microsite Projects will no longer be available in the new Client Portal.

Billing

Q: Do I have access to my billing in Prodify? Yes. Admins can view all billing details in Prodify, including invoices, payment methods, and statements—accessible with single sign-on.