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  • Danielle West

    Module: Resource Management
    Client User Management
    Feature available from Friday 12 April 2019

    Client Users can now be permissioned to multiple clients using the same email address. Use this process to deactivate the Client User from a Project Portal or for all Project Portals for a Client.


    Process

    Project
    You will need to remove the Client User from the individual project portal:

    • Select the Project
    • Select the Portal menu > Client Members
    • Delete the Client Member record from the list

    The user is now removed against this project portal. You can navigate to the Client User record to view the permissioned Clients and Projects.

    Client Projects
    To remove the Client User from all client project portals:

    • Go to the User Record (Settings > Client Users)
    • Search for the client user > select
    • Find the Client that you wish to remove
    • Select the delete icon to remove the user from the Client and ALL of its projects.

    Related Articles

    Create a New Client User
    Link an Existing Client User to a New Client Project
    Deactivate a Client User


    Need more Help?

    posted in Manage Project Portals read more
  • Danielle West

    Module: Resource Management
    Client User Management
    Feature available from Friday 12 April 2019

    Client Users can now be permissioned to multiple clients using the same email address. Use this process to deactivate the Client User from all the Client's Project Portals.


    Process

    Client User Menu

    • Select the Settings menu (Gear icon) > Client Users
    • Search for the name and select the user record
    • Find the Client that you want to remove.
    • Click the trash can to delete the client user from all client projects

    The user is now removed against all Clients and Projects.

    To revoke the permissions to a particular Project, you need to remove access for each Project record individually. Refer to the article Remove Client User access to a Project Portal


    Related Articles

    Create a New Client User
    Link an Existing Client User to a New Client Project
    Remove Client User access to a Project Portal or Client


    Need more Help?

    posted in Manage Project Portals read more
  • Danielle West

    If you have an RFP to respond to and need to understand the technical aspects of the Project Portals (Digital Assurance Platform), navigate to Drive and review the available collateral

    We have

    • Past responses to RFP / Tenders
    • Technical documentation

    https://drive.google.com/drive/folders/1NSwLR9zPnstPIuIuF29XidrShtKyuV_K?usp=sharing

    posted in Selling Project Portals read more
  • Danielle West

    Demo Project Portals are available for your sales process. We have created demo user accounts which must be used during your demo. The demo users have access to all of the links and processes within the site - your own account will not.

    Demo System Link
    http://demo.netttalent.com/

    If you have trouble accessing this link, use the "Help!" tab on the right side of this page to log a support ticket.

    Demo Process

    1. Book the demo system
    2. Download the latest versions of the script, overview, pitch, etc.
    3. Book a demo project portal and demo customer login
    4. Prior to your demo, prepare and test access to the demo portal
    5. Run your demo
    6. Reset the portal to its original state if you changed any of the demo data

    You will need to create current data and log a support ticket for the Portal Administrator to assist you to create new project portal for your demo. You must give at least 5 days lead time for this to occur so your request can be prioritised with customer portal build work.

    How to test the portal before your demo

    • Reliable internet connection, Chrome recommended
    • Log out of your own account before demo
    • Log into the portal as the demo customer user
    • Open up smartsheets (select Google icon option)
    • Test launch of all smartsheets
    • Open up prepare and verify phase drive folders
    • Test all links in the portal to be demoed

    Demo Project Portal Collateral

    • We have created demo portals, demo users, demo script pitch and process.
    • Ensure you download the most recent versions of the collateral before each demo.
    • Access here.

    Note: this documentation has not been updated since 2015 and will need some tweaking by you.

    Book a demo

    • Bookings are made via the Digital Platform Bookings calendar.
    • Log a support ticket if you don't have access to this calendar

    When you book the demo project portal, be sure to:

    • Include subject: Demo of System/Product- Your Name - Demo Project Portal Name and Demo User Details
    • Book time before and after for custom changes to be applied and removed
    • DO NOT book out the "All Day" option as it is very difficult to see
    • Factor in the time zone

    How to add the Demo Calendar to your own Google calendars

    1. Log onto your Google Calendar and select the drop down menu next to ‘Other Calendars’
    2. Select 'Add a colleague's calendar' and paste this link in the 'Contact email' field: presenceofit.com.au_fbpt1sfi1j9nlpavv9iadf6pko@group.calendar.google.com
    3. Click 'Add'

    posted in Selling Project Portals read more