In the Landing Card section, you can customize the card that appears at the top of the Client Portal dashboard page.
The landing card will only be displayed if both title and content are provided.

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1. 1. In the Display Landing Card section, decide whether you want the landing card to appear on the Client Portal.

1. 1. In the Title field, provide the card’s title.

1. 1. In the Content field, provide the desired content.

2. Click the Save button.

II. Configure the client groups and rights

Client groups are used to determine what rights clients can have on the Client Portal. When you create or modify a client group, you decide whether to allow access to the Client Portal to clients assigned to this group and which areas of the Client Portal they are allowed to access. Then you may manage the access rights for a particular client by assigning them to the desired client group.

To configure client group rights, perform the following steps:

1. Go to the Configuration menu → Portals → Client Group and Rights.

   

2. Select a group you want to configure and click the icon to open it in edit mode.

   

3. Check the Access Allowed box to grant access to the Client Portal to this client group.

4. In the permission matrix, assign the access rights to this client group. Select the checkboxes in domains relevant to your clients to assign the appropriate rights:

   • Browse - allows data filtering.

   • Display - simply displays data, but searching options are unavailable.

   • Create - enables the creation of new items in the system.

   • Edit - allows users to make modifications.

   • Delete - allow to remove items.

   • Export - enables the export of data, for example, downloading CSV files.

   • Customize - allow to customize the views.
     Click the All button to select all checkboxes in a column.
     Click the None button to deselect all checkboxes in a column.

5. Click the Save button. You have configured the rights for a client group.

III. Configure the Client Portal in the Client's Profile

Not all clients may be interested in all services your company provides. Therefore, to make the quote request process easier for a client, you can configure your Client Portal settings to match the requirements of a given client:

1. Go to the Clients module.

2. Locate the client in question in the list of clients using the filters on the top.

3. Open the client profile in edit mode.

4. Go to the Portal Settings tab.

   

5. In the Available Services section, decide what services you want to offer to this client. To select only specific services:

   1. Uncheck the Use default settings box.

   2. From the Add new service drop-down list, select the desired services.
      

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      Note: To change the default workflow of a service for this client, uncheck the Use default settings box in the Available Workflows/Process Templates column. Now you can select another workflow/process from the drop-down list for each service available for this client.

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6. In the Available Specializations section, decide what specializations you want to offer to this client. To select only specific specializations:

1. 1. Uncheck the Use default settings box.

1. 1. Move the selected specializations to the Selected Items list (double-click on an item or use the Add button).

2. In the Available Languages section, decide what languages you want to offer to this client. To select only specific languages:

1. 1. Uncheck the Use default settings box.

1. 1. Move the selected languages to the Selected Items list (double-click on an item or use the Add button).

2. In the Available Price Profiles section, you can decide whether you want to preselect a price profile for this client or let them choose the price profile on the Client Portal.

   • To preselect a price profile, uncheck the Let client choose price profile box and select the desired price profile from the drop-down list.

3. In the Show Information about Net Prices section, you can decide if the net prices should be visible for this client, regardless of the general settings.

1. 1. Uncheck the Use default settings box.

1. 1. With the radio button, select the desired option.

2. In the Show Resources section, you can decide if the resources should be visible for this client, regardless of the general settings.

   1. Uncheck the Use default settings box.

   2. With the radio button, select the desired option.

3. (For Classic projects only) In the Review section, you can allow this client to leave a review in the project’s workflow. It's only possible when the client has a vendor account, so you need to create one.

   1. Click the Enable Client Review button.

   2. In the Linked Vendor’s Name - Edit pop-up window, you can change the vendor’s name generated automatically for this client. 

   3. Click the Apply button.

   4. The Review section changes. Now you can see that this client has a linked vendor with an active status. You can change the name and disable the possibility of leaving a review by clicking the Change or Disable Client Review buttons.

4. Click the Save button. You have adjusted the Client Portal settings for this client.

IV. Share Reports in Your Client Portal

You can allow clients to get visual reports illustrating a specific aspect of their business activities with your company. The chart and the data can be adjusted to the needs of your client. As the Client Portal is linked directly with your Home Portal, any updates made to a client's report in your system are also applied automatically to the reports in the Client Portal. Thus, by simply visiting the Client Portal, a client can view his latest reports without having to ask your company to manually send or revise them in the Client Portal.

To share a business report in your Client Portal, perform the following steps:

1. Go to the Reports module → Business Reports display.

2. Locate the reports available on the Client Portal using the Categories filter.

   

3. From the list of all available reports, select the one you would like to share with your clients in your Client Portal.

4. Click the icon to open the selected report in edit mode.

5. In the Report Definition tab:

   1. Go to the Filtering Setting section.

   2. Check the Logged-in User box.

      

6. In the Execution Permission tab:

   1. Go to the Client Permission subtab.

   2. Check the This report can be viewed by clients box

   3. In the Shared with section, add the client groups you want to share the report with to the Selected Items list (double-click on an item or use the Add button).

      

7. Click the Save button. This report is now shared with the clients from the selected client group(s)on the Client Portal.