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From: Sales/Manager > Rolodex tables > Customers > Magnifying glass > Access links > Add customer link
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Exist
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To create a new customer upload link, click “Add customer link”.
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Existing Customer upload links are also displayed on this page. |
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Link configuration:
Set the following mandatory fields:
Link description
Email address- the Customer upload link will be sent to this address
Allow update- determines which fields the customer can update: Title and/or Duration, or none.
Display File/Folder upload- determines if the customer can upload files only, DRM folders only, or both
Additional configuration:
5. The available orders that the customer will be able to upload files to can be limited so that the customer can only upload files to tasks in these orders.
You can limit by:
Order number range
Project
Series
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If not limited, the customer will be able to upload to any enabled task in any of his orders (excluding orders in status “New”) |
6. Enhance security by requiring 2-factor authentication (by email or SMS) when opening the link.
When SMS is selected, a valid phone number must be entered.
7. Valid until- set an expiration date for the link. After this date, files can no longer be uploaded using his link
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