Client portal
From Protemos Wiki
Client portal page: https://cloud.protemos.com/client-portal/view
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:
- 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":
Change the necessary information and click "Update":
