Client Management Add-on

Advanced client management to simplify business dealings

Client Collaboration | Set Access Levels | Gain Client Confidence

  • Add Client
  • Manage Client Privileges
  • Enable Client Collaboration

Description

Advanced Client Manager add-on is a powerful feature specially built to meet the needs of a freelancer, startup or small business. Its exceptionally easy-to-use and you can manage all your clients in a straightforward manner. Orangescrum community designers have put their brains on this to place all the essential features to manage customers and how they should interact with your projects, tasks, documents etc.

Features / Benefits

  • Critical internal data is safeguarded
  • Seamless collaboration with your clients
  • Clients are granted access at levels that are consistent with their role and responsibility for a project
  • Hide a comment within a task even if the client is part of the task or project
  • Restrict a client from creating a project, task or inviting a user
  • Choose what to show and what not with your clients

What do I Need?

Save your team from overbearing clients

Expedite Client reviews and approvals

Involve clients in project progress

Allow clients to easily contribute to the project

Prevent unwanted interference from clients and customers

Partner with Clients transparently

Maintain log of all client communication

My Problems

Client is able to add or invite other users?

You virtually don't have any control on your clients - on what they should be view and what not once they are inside your Orangescrum project!?

Like one of our orangescrum community user had the same kind of issue

Client is able to see the tasks, comments and documents in a project that you don't want him to?

What You Need
  1. Apache with 'mod_rewrite'
  2. Enable curl in php.ini
  3. Change the 'post_max_size' and 'upload_max_filesize' to 200Mb in php.ini
    • PHP 5.4 or higher and less than PHP 7
    • MySQL 4.1 or higher
    • If STRICT mode is On, turn it Off.
Installation Steps

Add-on Installer Installation:-

  1. Make sure to keep a backup of your existing "app" folder of your current working directory.
  2. Extract the zip file(AddonInstaller-V1.6.zip) to your desktop.
  3. Remove the existing "app" folder from your working directory then copy and paste the extracted "app" folder inside "AddonInstaller-V1.0" to your working directory.
  4. If you are using local machine as storage (excluding Amazon S3), please replace the folder, named "files" inside the "app/webroot" folder from the back up to the current "app/webroot" folder.
  5. Give write permission to "app/Config", "app/tmp", "app/Plugin" and "app/webroot" folders.
  6. Import the "installer.sql" files from the extracted files to your current database. If you have already imported installer.sql before then no need to import it again. Only exception is if you are finding any new version of installer.sql then import to your current database.
  7. Do necessary changes to "constants.php" and "database.php" inside "app/Config" folder again as you have done earlier. For Example SMTP email credentials in constants.php and database credentials in database.php.
  8. Run your website once. Ex.
    http://localhost/orangescrum (if you are using localhost)
    http://127.0.0.1/orangescrum (if you are using IP)
    http://myprojects.orangescrum.com (if you are using any valid domain)
    Note: if you are facing any issue or seeing any blank page after doing all the above steps, then just do the following once.
  9. Replace "Configure::write('debug',0);" with "Configure::write('debug',2);" in the app/Config/core.php. Run the web url once and restore the debug value to 0 again. i.e Configure::write('debug',0);
    Congratulations!!

Add-on Installation:-

  1. Download the Add-on zip file.
  2. Place the downloaded zip file(Ex. ClientRestriction-V1.0.zip) in the "app/webroot" folder.
  3. Log in to the application.
  4. To install the add-on (Ex. Client Management add-on) run below link once and follow the instructions.Ex. http://..../install/clientmanagement (for Client Management add-on)

  • Maintaining a logical understanding of the project before the Orangescrum was a
    task that was time consuming. With Orangescrum this is not a concern.

    Pedro Artur Oliveira Gestor de clientes (Manager) | CAIXA, Lda.
  • We used MS Excel for managing time log, now, we don't! We use Orangescrum's timelog feature to manage time. Further, we no more use MS word to export our invoices. We do it in a click :)

    Bala Consultant | IPneeti
  • OrangeScrum made our project management tasks and timesheets so much easier
    and support provided by team is awesome.

    Anil Kumar CEO, Saral Technologies
  • Orangescrum simplifies the process of project management for our organization with its power collaboration tools. We couldn't be happier with Orangescrum!

    Jamie Smith Director of Marketing Automation, SFCG, Texas, USA
  • By having a central tool for managing both my clients and project and also the ability to streamline business processes to match the goals of the company and deliver within budget and timelines, is the best thing a company can do.

    Khululekani Director | Thebe Media Solutions | South Africa
  • OrangeScrum helped us to be highly effective with - People & tasks planning, Tracking and Communication and updates with the complete team, Tracking of all projects,Resource utilization & Documentation management

    Sadanand Suresh Walte Delivery Head, Technex Technologies Pvt Ltd, Pune, India.
  • I work with Freelancers to get the CAD jobs done. Orangescrum provided me with a way for them to track and bill their time directly using in the project they are working on. This saves me a lot of administrational work. At the end of the month I just need to create the invoice for my customer

    Brent Kerr CEO, Kewico GmbH
  • The most beautiful thing about Orangescrum is easy in its approach which makes it a lot simpler to use. Orangescrum makes a complicated project way easier to run within my team.

    Kuda Msipa CEO Cutmec Group, Bristol, United Kingdom