Apptivo provides the ability to add third-party customers to specific projects, so they can log in and view the progress of the project's details using their own account. In addition, you can set web portal actions for those customers from the Projects App.
Click here to know How to configure the Customer Portal in the Projects App?
Note: If the Customers have a project related to them, they can view only those projects in the Project Portal.
Please follow the steps to set the Actions for Project Portal
- Login and access the Projects App from Universal Menu.
- Click on More(...) icon and select Settings.
- Click on the Web Portal drop down from the left menu and select Actions.
- Here, you can view the Actions related to the Collaborations, App, and Object.
Collaboration Actions
- From the Collaboration Actions, you can enable access for activities like Notes, and Documents along with the Privilege access.
- Notes - It works the same for all the applications from Apptivo. Notes have different proper use depending on the business. Here, they can see a list of notes that are created along with the search and add button.
- Documents - It helps them to store documents, files in a sharable and organized manner. They can view the list of documents shared and who uploaded and when they uploaded.
App Actions
- With the App Actions, you can enable/disable the Global/Advanced Search options for the project portal
- With the Display Dropdown, you can enable/disable the Display Dropdown in the Project portal along with the Privilege options.
Object Action
- With the Object Action, you can give access to the project portal for the Milestone along with the Privilege access.
- By adding the Milestone for the project will give significant value to your project. In each milestone, you can break into the segments/no of tasks that also shows the deadline for the completion of the project. Through this, they can have access to view the Milestone that is created for those Projects as history and can print the Milestones as per their security privilege access.
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- With the "Privilege" access, you can set actions for the Tasks, notes, and documents. with this, you can show/ hide action for the portal and give Role-based security to the users/employe. For example, if the access is set for only the View projects, they will be having access only to view the projects.
- View Projects - To view the Projects
- Create and Manage Projects - To create and manage the projects
- View and update employee billing - to give access to view and update the employee billing details
- Project Management - To manage the projects that are assigned to the project portal
- Project Templates - To access the Project Templates
- Create Privilege - You can create a new privilege according to your business need.
- To view, the Milestone details click on the More Details(...).
- Here, the customer can view the Milestone details and the Tasks that are created for the Milestones.
