Help Center

The email address set in this field will receive email notifications when vendor project requests are submitted.

Show pending and complete order in client center for your customers to review and approve. When disabled, customers can't see their order history or approve orders inside their portal.

Show proposals in client center for your customers to review and approve. Your customers won't be able to approve or view any proposals if this is set to no.

Show services tickets in client center for your customer to review. Customers can search for tickets, view the details, and upload assets to service ticket when this setting is enabled.

Display support tickets in Client Center. Customers can see the details of the tickets, discussions, and upload assets. You must have the support ticket configuration enable.

Enable to allow customer to view their artwork gallery in client center, search for ad tickets, and upload new assets to tickets and their gallery.

Display and manage invoices in Client Center.  You must have this enabled for customers to pay their invoices through client center. The invoice payment link will not display if you have this configuration turned off.

Allow users to view their statement in Client Center.

Allow users to view and interact with projects in client center. Even when enabled, you must associates contact with a project for the contact to see the projects tab.

Enable so a contact can change their company associate in the My Contact's section of Client Center. You should set this to NO if you want to make sure the contact stay on their current company. The contact will have to reach out to you if they need to be moved to an new company.

Enter a URL in the configuration setting so your contacts can view the details from the Artwork Tab in Client Center. Each URL will display in the Media Guidelines section of Client Center. The contact can click on the link to view the details. You can add up to seven different URLs. The link text in Client Center is based on the configuration name. Nothing will display in Client Center if you leave the field blank.

Client Center Artwork Guidelines URL -Ad Guidelines

Client Center Artwork Illustrator URL-Illustrator

Client Center Artwork Photoshop URL-Photoshop

Client Center Artwork Specs URL: Ad Deadlines/Sizes

Client Center Artwork Samples URL-Samples (Full Page, Half Page, and Third Page in PDF format)

Client Center Artwork InDesign URL-InDesign

Client Center Artwork PDF Preset URL-PDF Presets

The system will send an email to the listed Email address when a new contact registers through Client Center for an account. The email body will contain a link to view the Contact’s overview page and the Company’s overview page, when applicable.

Choose whether or not to show a message to your contacts who have registered with your Client Center, but have not been assigned to a company. We recommend turning this configuration on, since your contacts won’t be able to perform actions in their Client Center account until they are associated with a company. This message gives context to why they can’t perform actions.

This system configuration is used in combination with the configuration Display Unassigned Contact Client Portal Language. When that configuration is enabled, a message will display in the Client Center for contacts who are not tied to a company. This configuration allows you to customize the message that they will see. If you do not enter anything here, and the Display Unassigned Contact Client Portal Language configuration is turned on, your contacts will see a generic message. If you wish to customize or change this message, enter your text here.