System Preferences Settings
Client Portal Tab
Go to System Preferences > Client Portal tab.
Settings Tab
General Mailbox - enter an email address that all, or most, staff have access to. This is the address that will be used when a client enters a question or a comment on the portal. The expectation is that the lead designer for the project will respond to the client, but by sending all email to a general email address, if the designer is not available then other staff will be aware of the email and can respond to it.
Send client questions to the General email address? If your design firm does not want to be sent the client emails, then you can leave this switch off.
Show Invite Friends and Family? If your firm does not want your clients to invite friends and family to access the portal, then leave this switch off.
Portal title - this is the first line on the login screen on the portal under your company logo
Portal tagline - this is the second line on the login screen on the portal
Invite Button Label - This is what your clients will see if you allow them to invite “Friends and Family”. Commercial firms will want to change this to something like “Invite Colleagues”
Approval Proposal Dialogue - This is the text the client will see after they approve a proposal.
The above are system wide settings
Please note that these are system-wide settings that apply to all projects and all clients.
Client Tab
Client Welcome Message - This is the message the client will see the first time they log into the portal.
Client Email - this will be the text that is sent to the client when you send them the log in credentials for accessing the portal. As you can see this code is complicated, so send us the text you want to have in this field and we will set it up for you.
Don't worry about the gobbledygook
Just let us know what you want to write in the Client Email and we'll add all the geeky code for you!
Friend/Family Tab
Friend/Family Welcome Message - This is the message the person will see the first time they log into the portal.
Friend and Family Email - this will be the text that is client will use to send invitations to their friends.s
Contract Document Names
Go to System Preferences > Customizeable Lists > Attachments to add the names of your contract documents. These names will typically be something like: Contract, Contract Document or Scope of Work. You can have up to two contract documents.
Let DesignSmart Support Know These Names
It is important that you email DesignSmart support and let them know the names of these two documents as there are steps that they have to take with this information.