Client Setup (10 mins/10 clients)

Owned by Beena Wankar (Unlicensed)
Last updated: May 19, 2014 by Rashmi Likhite

Celoxis offers FREE Client logins. You can collaborate actively with your clients by sharing project and task updates, documents and inviting them to participate in project discussions. For a company with around 10 client accounts, you can set them up in 10 minutes. 
Some points to note:

  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).