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Free client logins


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    Rashmi Likhite

    Celoxis offers free client logins. When you define a client account, you can choose these options

    “Allow client to view task information, excluding financial information”

    “Allow client to view details of progress update on tasks”

    “Allow client to do progress update on tasks”

     

    Additionally, you can create custom reports and choose to share those with your client. When you create a new report, there is an option <share with client>. Reports that are shared with clients appear on the dashboard of the client when they login to Celoxis.

     

    For eg you can create a project list with the name of the project, the deadline, the schedule status, % complete and share that with your client.

    Or you can create a project wise task list with status and % complete.

     

    You can also share the documents and discussion with clients by selecting the check-box “share with client” on the new/edit document/topic screen.

    Please refer to our client collaboration video for more details.

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