Settings: client portal
What clients see when they sign in, and who in the firm is emailed when they act.
Choose the landing the client gets and the notification rules (who hears about an accept, a reject or a comment).
Project-level invites still happen on the project Client portal tab. This page is the firm default.
Examples
Who gets the ping
Route “estimate accepted” to the lead QS and the practice manager. Do not send every line comment to the whole office.