celoxisppm

Welcome to Celoxis Learning! In this video, we’ll walk you through the process of sharing reports with users and clients in Celoxis PM software, ensuring you can manage access and visibility efficiently. Whether you’re a project manager or an admin, this step-by-step guide will help you share and customize report visibility for your team and clients. What You’ll Learn: - Sharing Reports with Users: Learn how to navigate to your Celoxis account, select a report, and access the “Sharing” tab. We’ll explain the three visibility options—None, All, and Custom Sharing—so you can choose the right level of access for your users. - Custom Sharing: Discover how to share reports with specific workspaces or job roles using the custom sharing feature, providing a tailored report experience for your team. - Sharing Reports with Clients: We’ll guide you through the steps to share reports with clients, showing the same visibility options: None, All, or Custom. This ensures your clients have access only to the data relevant to them. - Data Access Control: Learn how Celoxis automatically restricts data access even when reports are shared broadly. Users and clients will only see data they have permission to view, ensuring data security and relevance. By the end of this video, you’ll have a comprehensive understanding of how to effectively manage report sharing in Celoxis project portfolio management software, customizing access for users and clients to enhance collaboration while maintaining data integrity. For more info visit: www.celoxis.com Mail us at: support@celoxis.com Book A Demo: https://www.celoxis.com/demo Book A Free Trial: https://www.celoxis.com/trial For others: Mail us at: info@celoxis.com or sales@celoxis.com Refer to our knowledge base for more details -https://www.celoxis.com/kb/latest/reports/concepts/sharing #ReportSharing #ProjectManagement #ClientManagement #DataAccessControl #PMOTools #ProjectManagementSoftware #PPMSoftware