Alpha Getting buyers into the portal
The two routes a buyer gets access to the kopersportaal, and how to walk through both on a test project before going live
Getting Buyers Into The Portal
A buyer ends up in the kopersportaal along one of two routes: staff record them on a house and invite them, or they submit a configuration through the public configurator and the confirmation email carries them in.
Both routes end in the same place: a signed-in buyer looking at their own home, without ever having picked a password. Which one you use depends on where the sale came from, and most projects use both.
This page is the walkthrough. Use it to try the whole journey on a test project before pointing real buyers at it.
Before you start
Portal access is only minted when all of this holds:
| Requirement | Where |
|---|---|
The tenant is active and has the configurator scope | Tenant settings |
| The buyer portal is on for the tenant | Settings → Tenant → Configurator → "Buyer portal for configuration submitters" |
| The project does not override it to off | Project → Project info → Buyer portal (owner-only) |
| The buyer has an email address | The Buyer card, or the address they type in the configurator |
The tenant setting is on by default, including for tenants that predate it. The project setting starts at Follow tenant and wins over the tenant when set. See Configurations & drawings for the full precedence rules.
On a tenant that already has real buyers, run your test on a test project and use an email address you control. Both routes send real mail to whatever address you enter.
Route 1: invite from the sales module
Use this when you know who bought the house: a sale closed outside the configurator, a buyer who needs to be let back in, or any buyer on a private project, where the invite is the only way in.
- Open the project and go to the Sales tab, then Houses.
- Select the bouwnummer. The panel on the right shows a Buyer card.
- Fill in the buyer's email address (name and phone are optional) and choose:
- Save & invite to record the buyer and mail them a one-click link to their house.
- Save only to record the buyer without sending anything, so you can mail later.
- For a house that already has a buyer, the same card offers Send portal invite to re-send, plus Edit and Remove.
Every invite mails a fresh sign-in link, so re-sending is how you help a buyer who lost the email.
If the address already belongs to an Alpha user, no second account is created. The house simply appears in the portal they already sign into, and the confirmation tells you so.
A CRM client with the same email is linked automatically, so the house, the client record and the buyer's dossier stay one story.
Buyers recorded without typing them in
Assigning a submitted configuration to a house also records that request's client as the buyer, unless someone entered a buyer by hand first. A house sold through the configurator therefore needs no separate buyer entry, only the invite if the project is private.
Checking coverage
The Houses table has a Buyer column, an Assigned / No buyer filter, and an
x/y with buyer counter. That counter also sits in the bar at the top of the Sales tab, so you can
see at a glance how much of the project has a person attached.
When an invite cannot be sent
The invite reports the reason rather than failing silently:
- no email address on the buyer yet;
- the buyer portal is switched off for the tenant or the project;
- the address belongs to an account Alpha must not auto-provision, meaning a staff account or a signup that was never verified.
In each case the buyer is still recorded on the house; only the mail is skipped.
Route 2: the public configurator
Use this to test what a buyer coming off your own website experiences end to end.
- Open the project's house link or woningzoeker and configure a home as a buyer would.
- Submit the configuration with an email address you control.
- The confirmation email arrives in the tenant's branded layout, carrying the options summary, a "Bekijk mijn configuratie" button, a "Naar mijn kopersportaal" link, and a one-page PDF receipt with a QR code back to the configuration.
- Clicking the portal link signs the buyer in, with no password and no code to type, and lands them on their configuration.
- When the drawings are finished, a second email tells them so and the files appear in the portal.
What to check once you are inside
Signing in through either route lands on the portal dashboard. Worth walking through while testing:
| Where | What to look at |
|---|---|
| Dashboard | The Mijn configuraties and Tekeningen klaar tiles, and Mijn woningen, which lists every home the buyer can open and why they can reach it |
| Mijn configuraties | Bekijk in 3D shows the submitted choices rather than the base house; Verder configureren reopens the configurator seeded with them; Favoriet marks the preferred one |
| Wat ligt vast? | One badge per option-closing phase: green while open, orange with a countdown when closing soon, grey once the sluitingsdatum has passed. Per-bouwnummer overrides are respected |
| Dossier | The journey checklist and the message thread with the kopersbegeleider, where the buyerGuidance scope is on |
Trying to change an option in a closed phase is rejected by the server, and the submission form names which options are locked and since when. That is the quickest way to prove the sluitingsdata actually bite.
Which route for which buyer
| Situation | Route |
|---|---|
| Sale closed outside the configurator | Invite from the Sales tab |
| Private project | Invite from the Sales tab, the raw house link returns a 404 to everyone else |
| Buyer came in through your own website | Configurator submission, the confirmation email carries them in |
| Buyer lost their email | Re-send from the Buyer card, or let them request one at /portal/login |
| Buyer has no account on an external sales platform | Invite from the Sales tab, this is the route that does not depend on any other system |
Handling the sign-in links
The two kinds of link behave differently, which matters when you tell a buyer what to expect:
| Login form link | Invite / confirmation link | |
|---|---|---|
| Valid for | 15 minutes | 30 days |
| Reusable | No, one-time use | Yes, until it expires |
Because the invite link stays valid and reusable for 30 days, treat that email as sensitive. Anyone holding it can open that buyer's portal for the whole window.
A buyer whose link expired gets a new one themselves at /portal/login, and an expired link lands
on a page that asks for their address and mails a fresh one right there. The footer of the
confirmation email links to /portal/login?tenant=<code> with the tenant prefilled, so they never
have to know the company code the form otherwise asks for.