4.3. Client Accounts

Table of Contents

4.3.1. Adding Clients
4.3.2. Converting a Contact into Client.
4.3.3. Editing client information
4.3.4. Controlling Client Privileges
4.3.5. Client Hierarchy

Clients are people/organizations for whom projects are done. Client accounts are different from user accounts in that they are free and hence have limited functionality and Celoxis does not notify clients when their accounts are created. You must inform clients. Clients can view their projects, check project status, participate in designated project forums and upload/download documents from a designated project folder. You can further limit what the client can see/do.

A special client (Internal) is created for internal projects.

[Note]Note

Client accounts are FREE irrespective of whether thay have log in or not.