Client portal

From Protemos Wiki
Revision as of 11:29, 2 March 2020 by Aleksandra.d (talk | contribs) (→‎Client portal settings)

Jump to: navigation, search

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 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":

900px

Retrieved from "https://wiki.protemos.com/index.php?title=Client_portal&oldid=16560"