Clients zone

There is a possibility to provide your customer logins to the self-service portal.

List of paragraphs:

How to create login for a Clients zone user?

1
Select Contacts.
2
Choose Contact persons.
3
When creating a new contact or reviewing already entered one, check Send SET password email. Set permissions, what information contact can reach in Clients zone.

4
Press Save. Contact will receive login information to Clients zone via email.

What information can a customer see in Clients zone?

  • Invoices;
  • Contracts;
  • Pre invoices;
  • Opportunities;
  • Support;
  • Objects;
  • Documents;
  • Files;
  • Calendar.

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