Clients are the companies or individuals for whom projects are executed.
Clients provide opportunities to undertake projects, and expect tangible and predefined returns. In Celoxis you can create clients (unlimited) and assign them to projects. Client accounts are free and hence have limited functionality. The access is based on the privileges assigned to them by the administrator.
- View projects and their status.
- Update the progress of a task.
- Participate in designated discussion forums.
- Participate in Workflow processes.
- Upload and download shared documents.
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- On the New/Edit Project window, under Basic tab, click Client drop-down list.
- Select a client.
- Click Save. The client is assigned to the project.
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