Clients zone

List of paragraphs:

How to create login for a Clients zone user?

Select Customers.
Choose Contacts.
When creating a new contact or reviewing already entered one, mark Send SET password email. Set permissions, what information contact can reach in Clients zone.

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

What information can a customer see in Clients zone?

  • Knowledge base;
  • Invoices;
  • Pre invoices;
  • Contracts;
  • Opportunities;
  • Support;
  • Projects;
  • Files.

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