Difference between revisions of "Client portal"

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(Client portal settings)
 
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''Client portal page: https://cloud.protemos.com/client-portal/view''
 
''Client portal page: https://cloud.protemos.com/client-portal/view''
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Go to '''Settings⇾Client portal''':
 
Go to '''Settings⇾Client portal''':

Latest revision as of 17:02, 26 March 2020

Client portal page: https://cloud.protemos.com/client-portal/view


Go to Settings⇾Client portal:

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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 connected with 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—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.

To change any of the above-mentioned settings, click "Update":

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Change the necessary information and click "Update":

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