Clients have accounts in the system. They can:
Work on documents in the specially designated client folder per project
Participate in discussion forums in the specially designated client forum per project
View tasks if given privilege
View status updates to tasks if given privilege
Do status updates if given privilege
Participate in project processes like approvals and issues. Clients can participate in a process if they have started the process, if it is assigned to them or if it is marked "client visible".
Clients can share Documents, participate in Discussion forums and start processes on their projects.
To assign client privilege
From the toolbar click →
Under general section click
Select a client and click from the action dropdown
Under Privileges section select the privileges you want to give to the client. Click
