Difference between revisions of "Client portal"

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(Client portal settings)
 
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''Client portal page: https://cloud.protemos.com/client-portal/view''
 
''Client portal page: https://cloud.protemos.com/client-portal/view''
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Go to '''Settings⇾Client portal''':
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Go to '''Settings ⇾ Client portal''':
  
[[File:4.png|border|150px]]
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[[File:2020-08-26 145603.png|border|150px]]
  
 
This menu allows you to adjust client portal related settings.
 
This menu allows you to adjust client portal related settings.
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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 requests.
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*'''Payment method''' the method which will be added by default to all your invoices unless you don't indicate a different method for a specific client or invoice.
  
*'''Project manager'''—here you can define one of your managers as the default recipient of notifications when your clients create projects.
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*'''Payment terms''' — standard payment terms for all your clients. It defines how soon payments should be made after issuing invoices. You can set a different method for an individual client.
  
*'''Project creation by clients'''—here you can enable or disable the ability to create projects by your clients.
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*'''Project creation by clients''' — here you can enable or disable the ability to create projects by your clients.
  
*'''Invoice manager'''—here you can define one of your managers as the default recipient of system notifications about overdue clients invoices etc.
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*'''Default client manager''' — this person will receive notifications about quote requests and projects from clients. The default client manager should be provided with the corresponding role and should not belong to a client pool, if any. It can be specified individually for each client.
  
*'''Payment method'''—the method which will be added by default to all your invoices unless you don't indicate a different method for a specific client or invoice.
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*'''Invoice manager''' — here you can define one of your managers as the default recipient of system notifications about overdue client invoices, etc.
 
 
*'''Payment terms'''—standard payment terms for all your clients. It defines how soon payments should be made after issuing invoices. You can set a different method for an individual client.
 
  
 
To change any of the above-mentioned settings, click '''"Update"''':
 
To change any of the above-mentioned settings, click '''"Update"''':
  
[[File:3cient portal .png|border|900px]]
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[[File:Client portal settings.png|border|1070px]]
  
 
Change the necessary information and click '''"Update"''':
 
Change the necessary information and click '''"Update"''':
  
[[File:Por1.png|border|900px]]
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[[File:Update client portal settings.png|border|1070px]]

Latest revision as of 15:52, 15 August 2022

Client portal page: https://cloud.protemos.com/client-portal/view


Go to Settings ⇾ Client portal:

2020-08-26 145603.png

This menu allows you to adjust client portal related settings.

Client portal settings

Here you can define the following settings:

  • Payment method — the method which will be added by default to all your invoices unless you don't indicate a different method for a specific client or invoice.
  • Payment terms — standard payment terms for all your clients. It defines how soon payments should be made after issuing invoices. You can set a different method for an individual client.
  • Project creation by clients — here you can enable or disable the ability to create projects by your clients.
  • Default client manager — this person will receive notifications about quote requests and projects from clients. The default client manager should be provided with the corresponding role and should not belong to a client pool, if any. It can be specified individually for each client.
  • Invoice manager — here you can define one of your managers as the default recipient of system notifications about overdue client invoices, etc.

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

Client portal settings.png

Change the necessary information and click "Update":

Update client portal settings.png