Project Web Portal

The portal lets your clients and project team view current status of a project online.

People will only be allowed to see the projects in which they are a team member, and within the projects they will only be able to see the jobs for which they are set as a user or admin.

The web portal for the project management only shows the job notes and project notes that are set as “public”.

To link to your web portal, use http://www.yourpearlwebdomain.com/?p=project

Sending User Passwords

To reset the user’s password manually, you can either visit the web portal login page and request a new password on behalf of the user, or you can reset it using the admin area (see the Contacts training pack for more information on contact management).

Free 30 day trial

 

 

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