Difference between revisions of "Client portal"
From Protemos Wiki
Aleksandra.d (talk | contribs) (→Client portal settings) |
Aleksandra.d (talk | contribs) (→Client portal settings) |
||
| Line 17: | Line 17: | ||
*'''Project creation by clients'''—here you can enable or disable the ability to create projects by your clients. | *'''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 responsible for the clients' 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 their '''Client profiles'''. | *'''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'''. | ||
Revision as of 11:30, 4 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 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 responsible for the clients' 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 their Client profiles.
- Payment terms—here you can define in how many days your clients have to pay you.
To change any of the above-mentioned settings, click "Update":
