Client Portal 2.0 configuration guides
Introduction
Enabling Client Portal 2.0 will disable the previous Client Portal automatically. That means any customization settings made in the previous Client Portal will be lost, and branding options will be set to the default values for Client Portal 2.0. However, data sourced from the Home Portal will not be lost.
We recommend testing the Client Portal 2.0 on the test instances before activating it on the production instances.
Client Portal 2.0 offers the following benefits to its users:
An intuitive user interface, similar to our Home and Vendor Portals.
Better project status and request history tracking.
Detailed quote and project displays.
Improved feedback functionality.
For you, it offers better control over the functionality you want to present to your clients. In the Home Portal, you can do the following:
Describe your services in detail, to help your clients select the correct service when requesting a quote or a project (for details, see the Manage the services displayed in the Client Portal 2.0 guide.
Permit or forbid the addition of links to source or reference files (for details, see the Configure the general Client Portal 2.0 settings guide).
Customize the ‘Request quote’ and ‘Request project’ forms by adding custom fields and creating dependencies (for details, see the Customize the ‘Request quote’ and ‘Request project’ forms and Create custom fields for Client Portal 2.0 request form guides).
Access the Client Portal 2.0 as a user
To check what the Client Portal 2.0 looks like, which functionalities and options will be available to its users, and ensure the changes you make in the Home Portal will be displayed properly, you can access the Client Portal 2.0 as a user. To do so, perform the following steps:
Create a dummy client in the Home Portal (for details, see the https://xtm-cloud.atlassian.net/wiki/x/h9XbwQ guide).
Give this client access to the Client Portal (for details, see https://help.xtm.cloud/xtrf/home-portal/modules/en/system-accounts-subtab--clients-.html).
Log in to the Client Portal 2.0 as a dummy client.
Alternatively, you can log in to the Client Portal 2.0 by selecting the Sign in as this Partner button in the client profile → Main Data tab → System Account subtab.
The Sign in as this Partner button is only displayed for users who have access rights to Client Portals. To assign those rights, Home Portal administrators need to select the Sign in as Partner checkbox for the relevant user group in the Configuration menu → User Management → User Groups and Rights section. For details about managing user group rights, see the Add a new user group guide.
Known limitations
The review option is not available for Phrase-integrated projects yet.
Client Portal 2.0 does not offer the reporting functionality.