Additionally, you can allow vendors to see the project and client names. If you select Yes, this data will appear in the job description on the Vendor Portal.
Note: This feature is optional. To enable it, please, contact our Help Desk or your Regional Growth Manager. 

Job Manager settings

In this section, you can configure some settings of the Job Manager space:

• Allow vendors to access files after the job is completed or canceled.

• Decide who can declare time spent on jobs:

  • Nobody

  • In-house vendors

  • All vendors

• Select the Job Types for which the vendors will be allowed to declare the time spent.

• Select the Calculation unit for payables based on the time spent.

Invoice settings

In this section, you can decide when the vendors can download your company’s invoices: never or when the invoice gets a specific status.

Vendor Profile Settings

In this section, you can select which changes in the vendor profile should be reviewed and accepted by the head recruiter specified in the Recruitment Contact section above.

Client Groups and Rights

In this subsection, you can manage access to the Client Portal areas for different client groups or specific clients.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected client group line to open it. Click the icon to open it in edit mode.

• Click the icon to delete a client group.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:
  

  

   

  • Click the Duplicate button to create one or several client groups with the same settings. If you select one group, you will be directed to the newly created user group page (see the section). If you select several groups, the new user groups will appear on the list marked with numbers.

Add a client group

1. Click the Add button on the top of the Group Rights table. You will be directed to the Add User Group page.
   

   

2. Provide a Name for the new group.

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

4. In the table below, decide on the access permission for the new group:

   • For each Client Portal area listed in the left-hand column, select the actions available for this group:

     • Browse - allows data filtering.

     • Display - displays data without searching options.

     • Add - allows the creation of new items.

     • Edit - allows editing items.

     • Delete - allows deleting items.

   • 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.

Now you can assign clients to this group in the Client profile > Main Data tab > System Accounts tab > Access rights.

Quote Request Form

In this subsection, you can create a separate Quote Request Form outside the Client Portal. This form will be available on a separate page, so you can link it on your company’s site or send the link in an e-mail to potential clients.

1. From the Reviewer drop-down list, select a Home Portal user to whom the quotes created in this form will be sent. This user will also be assigned as a project manager to those quotes.

2. From the Client Price List drop-down list, select the price list that will be applied to the new quotes.

3. From the Calculation Unit drop-down list, select the desired calculation unit for the new quotes.

4. In the Terms & Conditions section, you can upload a document with the terms of your contract with clients.

5. In the CSS Styles section, you can specify a CSS class or enter the desired styles.

6. In the Form Preview section, click the Open Quote Request Form to check how the newly created request form will be displayed for clients and copy the page URL.
   

   

7. Click the Save button.