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Creating Accounts |
  
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Creating Accounts |
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Client accounts can be created for any of the existing clients by any user with Advanced access rights (must be set in Projetex Server Administrator).
There are two ways of creating a new client account for one of the clients in Projetex:
A — Using New... menu. To create a client account, on New... menu click Account, and follow the steps of New Client Wizard. This option may not be available to some of the users due to their access rights limitations.
B — Creating a client account on the Main tab of Client window. To create a client account, follow the steps below:
1. Open Main tab of Client window.
2. Select the client.
3. Click Accounts tab.
4. Click New button.
5. Enter properties of the new account in New Client Account window.
| • | Enter a name of the new account in Account Name field. |
| • | (optional) Select Default Account check box if you wish to make new account default one for this client. This step can be done at any time later. |
| • | (optional) Select Client's Project Manager for this account. Client PM will be automatically set as PM of each project of this account. This step can be done at any time later. |
| • | (optional) Assign account managers to the new account. This step can be done at any time later. |