We found out, that the from us given password of the client would be deleted after sending the invoice or quote to the client
can you explain the normal prozess and which of the both checkboxes is checked when we forgive the password?
our prozess was:
checked the first checkbox protect invoices with password
go to client and edit user and give him a password
tried to login in the client portal -> worked well
creating an quote and send it to the client
clicked the link and tried to login -> client not found
tried to login in the client portal -> does not worked
tried to request password -> client not found
go to client and edit user and give him a password again
tried to login in the client portal -> worked well
so the problem is that the password will be deleted by sending the email
thx for help
it would be fine when there is a logout button for the clients -> can you tell us the logout parameter?