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Here, you can allow some client Portal features such as:
Allow Clients to Add Contacts and Companies through Requests: Clients requesting a contract will be able to add a new company/person related to the request if no matches are found.
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- Allow feature "Client Portal": This is where you can enable the Client Portal feature from settings.
- Allow Client Portal Users to Sign up: The administrator now has the flexibility to enable or disable the sign-up feature for Client Portal users through system preferences, and to specify the type of access granted to users signing up (client, collaborator, or both). During the sign-up process, the system will automatically verify the number of licenses available, and if the user is unable to create a new account, they will be notified and prompted to contact the administrator for further assistance.
- Enable Multi-factor Authentication
- Allow Clients to Add Comments in the Contract
- Allow Clients to Add Comments in the Matter
- Allow Clients to Edit Milestones: You can also restrict client portal users from editing contract milestones.
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You can also set Client Portal Default values and names from this page:
- Organization Name
- Tickets Home Page name
- Home Page Welcome Message
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Additionally, users can receive a notification to approve any sign-up before the activation of the client. Therefore, specify the approval type, if it should be approved by default, or by user, and specify the username.
Once a new client signs up for the Client Portal the selected user will receive an email notification to approve it.
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