Clients zone

List of paragraphs:

How to create login for a Clients zone user?

1
Select Customers.
2
Choose Contacts.
3
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.

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;
  • Pre invoices;
  • Contracts;
  • Opportunities;
  • Support;
  • Projects;
  • Files.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.