Client Access

D

Dale Howard

JB --

In PWA, do the following:

1. Create a new Group that includes only the client(s) in question
2. Remove the client(s) from any other Groups
3. Create a new Category that gives permissions to view only that
particular project and only the Views that you want the client(s) to see
4. Include the Group in the new Category

Voila! The client(s) can now see only the single project in PWA. Hope this
helps.
 
J

jb

Thank you Dale!

Anoter question: I guess I should just set up a project
server account for the client. Does this eat up a license
and should I make it generic or add to a specific client
level?

Also, I see that working for one client, but how do I set
it up for multiple clients only seeing their project?I am
a little confused on the security category piece.

thx
jb
 
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