Account Data tab (Client contact persons)
In this tab, you can grant the contact person access to the Client Portal by selecting the Client Portal Access Allowed checkbox.
The Last Login Date and Last Failed Login Date fields are filled automatically.
If you enable this contact person to access the Client Portal, additional fields are displayed.
In the Manage section, you can:
select the access rights for this contact person from the dropdown list:
Only related quotes/projects – grants access only to the quotes and projects from the contact person's default office, where this person is selected as the contact person.
Department – grants access to all quotes and projects from the contact person's department.
Default office – grants access to all quotes and projects from the contact person's default office.
All selected offices – grants access to all quotes and projects from all offices selected for this contact person. To find out more about offices, see the Manage client's offices guide.
with the radio button, set whether this contact person will be able to accept and reject quotes.
click Send Welcome E-mail to invite this contact person to the Client Portal.
click Send Password Reset E-mail to send a message with a password resetting temporary link.
The link is only valid for one hour.
in the access table, specify this contact person's rights in the Client Portal. Select or deselect the checkboxes to grant or deny access to the specific data.
The contact person’s rights depend on the associated client’s rights. Therefore, if a client is not permitted to add quotes, you cannot grant this right to their contact person.