Client Portal
In this section, you can configure the default settings for the Client Portal that will apply to all clients.
To configure client-specific settings, go to the selected client’s profile > Portal Settings tab. For details, see the Portal Settings tab article.
Make sure you are viewing this section in edit mode. If you cannot see the described fields or make changes, click the Edit button at the bottom of the page.
Important
To apply the changes, click the Save button at the bottom of the page.
With the Enabled checkbox, enable or disable the Client Portal.
In the Client Portal URL field, you can check the portal’s address.
To select specific services, specializations, or languages, deselect the Available Services, Available Specializations, and Available Languages checkboxes.
If you deselect any of those checkboxes, the Available Items and Selected Items lists will be displayed in the selected section. Double-click on an item in the Available Items list or select an item and click the Add button to add it to the Selected Items list.
To hide the Net Price field in the Client Portal, deselect the Show Information about Net Prices checkbox.
To hide the Resource Files tab in the Projects module in the Client Portal, deselect the Show Resources checkbox.
To hide the File Statistics tab in the Request a quote and Launch a project popups in the Client Portal, deselect the Show Approximate File Statistics checkbox.
(Only for Classic projects) To make the CAT analysis files visible in the Resource Files tab in the Projects module in the Client Portal, select the Show Log Files checkbox.
In the Disclaimer on Sign-in Page section, specify whether you want to add an informational disclaimer to the sign-in page. To change the disclaimer text, do the following:
For on-cloud XTRF, contact our Support.
For on-premise XTRF:
Go to the XTRF hosting server and follow the
/home-portal/resources/custom-localization/resources/path.Locate the file for the required language, for example, custom_en_US.properties for English (US), custom_de.properties for German (DE), etc.
Open the file and locate this key:
customerPortal.loginPage.disclaimer.Edit the string after the equation mark.
Save the file.