Client Access

To enable access to customer contacts at kpi.com, perform the following actions:

• Go to  the Sales>>Companies module on the main menu.
• Go to the Customer View page. The account type should be set as Customer.
• Click Contacts from the top bar and click on the contact name.
• In the Contact View page click on the Actions and choose Enable Access.

The customer contact will receive an email notification to activate his/her customer account at kpi.com.

The customer contact will have access to the following:

• View access to Sales Quotes, Sales Orders and Sales Invoices.
• View access to the Customer Balance.
• Export options
• Approve options in Sales Quotes and Orders.
• View access to Cases.
• View access to Projects and Tasks

You can modify the customers’ access level from Settings>>Users and Privileges>>Permissions.

The below is the Customer Portal.