Target audience: Home Portal's users

 

 

 

 

Contact Person - Account Data tab


In the Account Data tab you can grant access for the client's contact person to the Customer Portal. You can create a system login, allow FTP access, and configure which rights are available for the contact person in the Customer Portal.

Customer Portal Access Allowed checkbox

You can grant access to the Customer Portal for the contact person by selecting the checkbox. When the checkbox is selected, additional options become available.

FTP Access Allowed checkbox

Select the checkbox in order to allow the contact person to access the FTP server. If the checkbox is selected, the contact person can download files from the FTP server.

 Before you select the checkbox, first make sure you have an FTP server set up and configured.

Manage drop-down menu

You can select which reports are available for the contact person.

  • Only related quotes/projects option: the contact person has access only to the reports from quotes and projects, that they are associated with.
  • Default Office option: the contact person has access only to the reports from the office set as a default for the contact person.

  • All selected offices option: the contact person has access to the reports from offices selected for them.

     To learn how to assign the client's contact person to offices, please refer to the article on Managing Client Offices, Assign Client Contact Person to Multiple Offices section.

Username field

You can provide the contact person's username in the Customer Portal. The contact person can use this username to sign in to the Customer Portal.

Send Welcome E-mail button

Click to send an automated welcome e-mail to the contact person. If a contact person was given access to the Customer Portal, the welcome e-mail contains the URL to the Customer Portal and their username and password.

Send Password Reset E-mail button

If the contact person requested to change their password for the Customer Portal, you can click this button. The contact person receives an e-mail with a link to a page where they can enter a new password.

Please keep in mind that the link included in the mail is only valid for 1 hour.


Access table

The specific authorization the contact person has in the Customer Portal.

    • Select the checkbox in the correct row and column in order to give the contact person a specific right.
    • Click the All button in order to select the checkboxes of all available rights in the column.
    • Click the None button in order to deselect the checkboxes of all available rights in the column.

 

    • Which rights are available for selection is dependent on the authorization the client's user group has. The client's restrictions are applied to their contact person as well. 

       For example, a client belongs to a partner group which has the authorization to browse invoices, the checkbox in the Client Invoices row and the Browse column is selected, but is prohibited from creating a quote, the checkbox in the Quotes row and the Add column is not selected. When you specify the Customer Portal rights for the client's contact person, the checkbox for the Client Invoices – Browse is selected and unlocked, which means you can change the contact person's authorization if you want. However, the checkbox for Quote – Add is not selected and locked, which means that you cannot change the contact person's Customer Portal rights.

  • To see which rights a contact person's client has in the Customer Portal, go to the client's account details and select the Main Data tab and the System Accounts subtab.
Edit buttonClick to modify the tab.
Save buttonClick to apply any modifications.
Save and Exit buttonClick to apply the modifications and get back to the contact persons list.
Cancel buttonClick to discard any changes and leave the editing mode.
Exit buttonClick to get back to contact persons list.