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?
- Knowledge base;
- Invoices;
- Contracts;
- Pre invoices;
- Opportunities;
- Support;
- Objects;
- Documents;
- Files;
- Calendar.
