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Début du sujet
Hi, good day.
One question, is it possible that I can create a project for a supplier? in the same way we do projects for clients.
Thanks!
Posté : 21/06/2021 6:54 pm
Yes of course.
Posté : 22/06/2021 12:58 pm
Début du sujet
Cool! And how can I create the project for the provider? I've been searching but I can't find the way, would I have to register my provider as a client to be able to do it or how?
Thanks.
Posté : 22/06/2021 6:15 pm
You must just create a Contact (The provider is the entity, the contact is the person) for the provider.
Check "is user" for this contact so that he can connect.
Allocate the contact/user to a project with a profile you wish to give him rights.
Posté : 22/06/2021 6:22 pm