Client scenario

Scenario: You operate a small ad agency with two clients. You want to give your clients access only to their projects and libraries. You do not want them to know about each other or see each other's projects.

The two clients are ABC Company and XYZ Incorporated. Only one user from each company needs to access Marketing Operations OnDemand.

Process overview

  1. The system administrator creates two companies: ABC Company and XYZ Incorporated.
  2. The system administrator creates one user for each company: ABC_user and XYZ_user.

    Neither user has any administrator privileges.

  3. The project manager creates a project for ABC Company, which you title ABC_project.
  4. The project manager adds ABC_user as a team member with read and write access to all work areas for that project.
  5. The project manager creates a project for XYZ Incorporated, which you title XYZ_project.
  6. The project manager adds XYZ_user as a team member with read and write access to all work areas for that project.
  7. ABC_user requests information about the project, so you give her access to reports.

Results

  • The project manager can see both ABC_project and XYZ_project.
  • ABC_user can see only ABC_project, including all work areas, tasks, and report data.
  • XYZ_user can see only XYZ_project, including all work areas and tasks.