Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Every client account defined in Celoxis gets their own login. You can choose to share it with your clients or not. 
  2. You can setup a Client hierarchy in Celoxis. First add your top level client contacts, followed by the next level. Pick the appropriate parent group as you proceed to create your client hierarchy. 
  3. You can select what privileges you wish to grant your client. 
  4. By default, Celoxis defines a client called 'Internal'. If no clients are created, a new project is assigned this Internal client. This can also be used when executing Internal projects. 
  5. Celoxis creates 5 default reports that are shared with the clients (projects, tasks, documents, discussions and processes).

Image Removed

Image Removed