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 progress 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.
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.
To assign multiple clients:
- On the Project click the action drop-down
- Navigate to Settings, and then click Set Role Memberships.
- Click the Users drop-down list, and select the Client(s).
- Click the Roles drop-down list, and select the role as Project clients.
- Click Assign. The selected client(s) is assigned the role of Project client for that particular project.
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You can add clients of the same hierarchy to play the secondary client role in the project.
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Go to your project and click on More option on the right side.
Now, click on Access Control.
- In the new pop-up, click the user icon besides Project Client role.
- In the new pop-up, search the client you wish to assign as client to this project.
NOTE: Only clients of same parent can be added to the project. So, from above example, if "Acme US" is the client, then only New York (Joe, Mary), Oklahama (Sandy, Martha) can be added as client to this project. - Click on Save. The new clients are added to this project.