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- View projects and their status.
- Update progress the progress of a task.
- Participate in designated discussion forums.
- Participate in Workflow processes.
- Upload and download shared documents.
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If you have a client hierarchy then, who the project is visible to depends will depend on who is assigned as the client for the project.
To know how to create the Client Hierarchy click here. The following table describes what the client can see :
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Now, let us assume a project is created "Project- Implementation".
| If Client is | then, the project is visible to |
|---|---|
| Acme | Acme, India, Pune (Rita, Mahesh), Mumbai (Neha, Amit), U.S., New York (Joe, Mary), Oklahama (Sandy, Martha) |
| India | Pune (Rita, Mahesh), Mumbai (Neha, Amit) |
| U.S. | New York (Joe, Mary), Oklahama (Sandy, Martha) |
| New York | Joe, Mary |
| Mary | Mary |
Multiple Clients
The project manager may specify multiple clients for a project. You can individually control permissions for each client. If for example Joe and John were set as the client for a project you can specify that Joe can view the project and update the progress of tasks while John can only view the project.
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