How to Set Up the Client Portal Defaults

Objectives

• Allow Client Portal features (Enable the client portal, multifactor authentication, allow clients to have controls...)
• Set Client Portal Default Values (Organization name, customize home page messages, Ticket pages names...) 

Steps

Client Portal Settings Configuration may include customization of the portal and setting up some default values.

To do so, go to the Setup & Configuration Settings, then to the Client Portal Tab:

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.

• Allow Attachment Controls: Client Portal users can have controlled access to attachments. Depending on your preferences, restrictions can be imposed to prevent them from uploading, editing, or deleting attachments. However, they retain the privilege of viewing attachments in a read-only mode. This restriction can be applied universally, regardless of the approval status, or solely before contracts are approved. 

• Allow feature "Client Portal": This is where you can enable the Client Portal feature from settings.
• Enable Multi-factor Authentication
• Allow Clients to Edit Milestones: You can also restrict client portal users from editing contract milestones.

Other features include setting the Default Person Category when creating a user, showing or hiding the approval and signature history from the portal, and so on...

You can also set Client Portal Default values and names from this page:

• Organization Name
• Tickets Page name

• Home Page Welcome Message

• Contracts/Documents Page name
• etc...

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 user name.

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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