How to organize the project tabs for both portal and client users?
ou can enable the project tabs visibility to both your portal users and client users by choosing the Project Customization at the top right corner of your projects page. In the PROJECT TAB ORGANIZE, enable the requisite tabs in the For Project Users section and enable the required tabs in the For Client Users section.
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Organize tabs
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Client users
A company or organization for whom the projects are done, is called a client company E.g., Bowman Furniture's is a client company. A user who can view the progress of the client company project, Eg: paul@bowman.com is the client user of that ...
Client Portal - An Overview
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Portal owner and admin permissions
Certain permissions are exclusive to the Portal Owner and cannot be shared with other users. Admins too have certain privileges not limited to the profile permissions. Permission Portal Owner Admin Settings Manage Subscriptions Y - Change Portal ...
Project and client timesheet report
Project Report Navigate to Home > My Timesheet. Click the drop-down action panel beside the Calendar view section. Click Project Report. Highlights of Project Report: Be it two months or two years, irrespective of the project span, a report is ...