Client Management Add-on

Platform : Windows, Mac OS, Ubuntu, Cent OS, cPanel;

Advanced client management to simplify business dealings

Client Collaboration | Set Access Levels | Gain Client Confidence

$69 Buy Now
Pay Once for Life for Unlimited Users
Highlights
  • 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
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.

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About this Add-on

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.

  • 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

Features

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

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Installation & Support

What You Need
  • Apache with 'mod_rewrite'
  • Enable curl in php.ini
  • 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:-
  • Make sure to keep a backup of your existing "app" folder of your current working directory.
  • Extract the zip file(AddonInstaller-V1.6.zip) to your desktop.
  • 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.
  • 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.
  • Give write permission to "app/Config", "app/tmp", "app/Plugin" and "app/webroot" folders.
  • 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.
  • 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.
  • 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.
Congratulations !!Add-on Installation:-
  • Download the Add-on zip file.
  • Place the downloaded zip file(Ex. ClientRestriction-V1.0.zip) in the "app/webroot" folder.
  • Log in to the application.
  • 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)

FAQs