Customer Portal Questions

Overview: The Customer Portal#126: Invite an unlimited amount of contacts to your company extranet to allow clients to collaborate on projects, manage support responses, and pay off invoices. Enable the customer support portal through your contact settings and then invite clients from their profile.
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Customer Portal
Custom Branding of the WORK[etc] Interface#23500:02:18: You can change the colour of the header menu bar and add your logo.
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Customer PortalInterface, Language, and Location
Email Alerts (Internal Notifications)#12500:01:53: Through the "Settings" tab, you can configure email notifications to be sent to yourself and other employees when new items are created and when items are updated. You can also send email alerts to clients collaborating through the customer portal.
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AlertsCustomer Portal
How to Enable Customer Access to your Project#8300:01:30: You can enable the option "Turn on Client Access to this Project and Sub-Projects" to allow your clients to login to the customer portal and view emails and files associated with a project. There are also advanced options which allow you to decide which projects you'd like one to have access to
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Customer PortalProject Collaborating
How do I Turn on Customer/Client Access for a Project?#76: You must first enable global customer access through "Settings" -> "Contact Settings", and then grant a specific customer access by going to the "Permissions" tab on their profile. Then just enable client access on that project when creating it.
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PermissionsCustomer PortalCompaniesProject Collaborating
How to Set Up Default Client Access Permissions#4400:02:03: You can set up your default client access and permissions by going to Settings > Contacts.
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Customer PortalContact Settings
How Customers Can Upload Documents to Support Cases#3200:02:09: Customers can login through the customer portal and attach documents to new or open support cases through the editor or the Create New menu.
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Customer PortalDocuments

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