Difference between revisions of "Client portal"
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Here you can define the following 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 | + | *'''Quote manager'''—here you can define one of your managers as the default recipient of notifications connected with quotes and quote requests. |
*'''Project manager'''—here you can define one of your managers as the default recipient of notifications when your clients create projects. | *'''Project manager'''—here you can define one of your managers as the default recipient of notifications when your clients create projects. | ||
Revision as of 11:29, 2 March 2020
Client portal page:
Go to Settings⇾Client portal:
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 quote requests.
- 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":
