0

When assigning a Client to Client Review, how do you manage which individuals?

Donna Meyer 1 year ago in Client Portal updated by Mateusz Trzeciak (XTRF Deployment & Training Specialist) 1 year ago 1

We can only make Client Review enabled at the main Client level and that is what is automatically populated in the Job, but how do you ensure the correct contact person gets the notification and logs in to the portal to get the files for review? Can client-assigned reviewers see all of the clients projects if they go through the portal?

Default e-mail template notification for event E-mail/Text Message to Client's Contact Person: When client's contact person is assigned a task for review is sent to Contact Person as set on Project Main Data tab.

Link in this e-mail sends us to Customer Portal, so mentioned Contact Person must have Client Portal Access Allowed box checked on their profile under Account Data tab.

There's no Client Portal settings that allows to limit what contact person see on CP, so every contact person with access to CP will see jobs pending for review.

You can of course set another person as the e-mail notification recepient if you want it to be someone else than Contact Person from Project Main Data. To do this, take a look at Templates -> Notifications -> Templates -> E-mail/Text Message to Client's Contact Person: When client's contact person is assigned a task for review and change Expression in Recipient field.