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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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.