Client portal
From Protemos Wiki
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.
- Invoice manager—here you can define one of your managers as the default recipient of system notifications about overdue clients invoices etc.
- Payment method—standard payment terms for all your clients. You can set a different method for an individual client.
- Payment terms—here you can define how soon payments should be made after issuing invoices.
To change any of the above-mentioned settings, click "Update":
