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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.

 

Created by Aziza Israilova, 
April 2019

 

 

 

See also