Difference between revisions of "Client portal"

From Protemos Wiki
Jump to: navigation, search
Line 3: Line 3:
 
Go to '''Settings⇾Client portal''':
 
Go to '''Settings⇾Client portal''':
  
[[File:4.png|border|200px]]
+
[[File:4.png|border|150px]]
  
 
This menu allows you to adjust client portal related settings.
 
This menu allows you to adjust client portal related settings.

Revision as of 11:21, 2 March 2020

Client portal page:

Go to Settings⇾Client portal:

4.png

This menu allows you to adjust client portal related settings.

Client portal settings

Here you can define the following settings:

  • Quote manager—here you can define one of your managers as the default recipient of notifications connected with quotes and quotes request.
  • Project manager—here you can define one of your managers as the default recipient of notifications when your clients create projects.
  • Project creation by clients—here you can enable or disable the ability to create projects by your clients.
  • Invoicing manager—here you can define one of your managers as the default recipient of notifications when your vendors create invoices.
  • Payment method—here you can define one of payment methods as the default for your clients, if necessary you can specify payment method for some clients in theirClient profiles.
  • Payment terms—here you can define how many days your client have to pay you.

To change any of the above-mentioned settings, click "Update":

900px