Difference between revisions of "Client portal"
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Go to '''Settings⇾Client portal''': | Go to '''Settings⇾Client portal''': | ||
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| + | [[ | ||
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| + | This menu allows you to adjust client portal related settings. | ||
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| + | =='''Client portal settings'''== | ||
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| + | Here you can define the following settings: | ||
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| + | *'''Quote manager'''—here you can define one of your managers as the default recipient of notifications connected with quotes and quotes request. | ||
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| + | *'''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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| + | *'''Project creation by clients'''—here you can enable or disable the ability to create projects by your clients. | ||
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| + | *'''Invoicing manager'''—here you can define one of your managers as the default recipient of notifications when your vendors create invoices. | ||
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| + | *'''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 their'''Client profiles'''. | ||
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| + | *'''Payment terms'''—here you can define how many days your client have to pay you. | ||
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| + | To change any of the above-mentioned settings, click "Update": | ||
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| + | [[File:3clcl.png|border|400px]] | ||
Revision as of 10:34, 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 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":
