What are the client and vendor statuses used for?
Introduction
Both clients and vendors can be assigned different statuses on the Home Portal. Those statuses not only help you manage your partners by categorizing them but also affect their access to the XTRF Platform (clients) or the way they are presented for PMs (vendors).
Client statuses
Clients can be assigned the following statuses:
Active - clients are selectable on the Home Portal and have access to the Client Portal.
Inactive - clients are not selectable on the Home Portal and have no access to the Client Portal.
Potential - clients are selectable on the Home Portal but have no access to the Client Portal.
By default, new clients are assigned the Potential status. After the first quote or project is created for the potential client, their status automatically changes to Active.
Change the client's status:
Go to the Client profile β Main Data tab β Identification Data subtab.
Click the Edit button.
Select the desired Status from the drop-down.
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Click the Save button.
You can allow or forbid clients to access the Client Portal regardless of their statuses. To do so:
Go to the Client profile β Main Data tab β System Accounts subtab.
Click the Edit button.
In the Access Rights section:
Uncheck the Assign to Status box.
From the Assign to Group drop-down, select the group with the desired rights set.