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gcoterillo
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 Posted: Tue Mar 11, 2008 7:45 pm Post subject: Client acces to the files module (only) |
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Joined: 11 Mar 2008
Posts: 1
Location: Spain
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We have an important project and we want to share the files on the project with the client.
We create a new user and setup the permissions, but we want that the client only see the files of the project. It’s important that they can’t see the project details (the hours logged).
It's possible to setup the permissions in a way that they can only see the files? or the files and the project but without details?
Thanks, |
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Ben
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| Posted: Tue Mar 11, 2008 11:49 pm Post subject: |
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Attach the files to a specific task, and allocate the client to that task. That way they only see the task details in Springboard and can click through to get the files.
Some customers find it useful to have a 'Sign-off' task and upload concept/artwork/documentation there. |
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neron
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| Posted: Fri Mar 14, 2008 7:26 pm Post subject: |
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| Can you be more specific, how do you allocate a cliente to a task? do you mean a new user you create? what permission should you give him to only get to the files ... Remember there is no user manual and we are testing it. |
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Ben
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| Posted: Fri Mar 14, 2008 11:31 pm Post subject: |
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gozer
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| Posted: Wed Apr 02, 2008 2:42 am Post subject: General Files |
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Joined: 03 Sep 2007
Posts: 12
Location: Melbourne
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| Hi - with the Files, If I want to allow a client access to files only for their projects, but not to our General files, is this possible . We'd like to share our pricing docs for projects between ourselves in the studio, but not with clients. |
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Ben
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| Posted: Wed Apr 02, 2008 2:55 am Post subject: |
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Yes you'd just Deny the client user access to the Files module.
So in the project files tab they could see the project files, but not be able to click on the File module to see General Files.
Another option:
I always advise setting up a client for yourself (i.e. "mybusiness" so that you can create internal 'Administration' projects so that you don't need to upload General Files. |
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gozer
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| Posted: Wed Apr 02, 2008 3:40 am Post subject: file viewing |
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Joined: 03 Sep 2007
Posts: 12
Location: Melbourne
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Thanks Ben. - We did try to deny for File module, however this seems to remove any view they have of files within a project - I do like the 'administration' project though - so simple yet so far from my toughts..ta  |
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Ben
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| Posted: Wed Apr 02, 2008 3:48 am Post subject: |
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Actually you might be right, I think if the user has files module denied it respects that within Projects (a request from other customers, an example of the user base being split on requirements).
The General files really is suited for files accessible to ANYONE, so the admin project is probably your best bet.
For us, our clients are really broad initiatives (because our Copper is used for the development of, well, Copper), and projects become marketing, development, administration functions.. Works well, and will work even better over time.
For others using the product as an internal initiative tool, clients become departments. Or for consultancies clients are even used for, clients!
Plenty of ways to skin a cat  |
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