Client manager: Difference between revisions

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A project's client manager is responsible for communication with the clients associated with the project. If a member of the client's company is connected to the task, they can only set tasks for the project's client manager. Other employees of your company will not be available to them (the client's employee wouldn't see them in the list when creating a new task).
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The client-project manager is responsible for contacting the client for whom the project is being implemented. If a client representative is connected to the project, then he can only assign tasks to the client-manager of his project, the rest of the company's employees are not available to him (he does not see them in the list when creating a new task).


Client managers can add files and data tags to existing comments, and they can notify others about them. They only have access to the tasks in a project where they are taking part.


The client-manager can edit the actions added to the project tasks by external users (contacts), except for the text of these actions (comments). This allows, for example, to add a file, an analytics, or to notify an added participant about it.


A project's client manager is set when creating or editing a project card. A project can have several client managers.


The project client-manager is specified when creating or editing a project card. The project can have several client managers.


==Important==


== Important ==
Client managers do not have access to all project tasks. They only see the tasks they are directly involved in.
 
*If an employee needs to see a project's tasks, you can make them a [[Default participant | project participant]].
The client manager does not have access to all tasks of the project - he sees only those tasks in which he directly participates.
*If an employee needs to manage a project's tasks (edit, complete, delete, etc.), you can make them a [[project auditor]].
 
* If the employee has a need to see the tasks for the project, you can assign him as [[Default participants | project participant]].
* If an employee has a need to manage project tasks (editing, stop, delete, etc.), you can assign him as [[Project auditor | auditor of the project]].




Latest revision as of 08:04, 23 September 2020

A project's client manager is responsible for communication with the clients associated with the project. If a member of the client's company is connected to the task, they can only set tasks for the project's client manager. Other employees of your company will not be available to them (the client's employee wouldn't see them in the list when creating a new task).


Client managers can add files and data tags to existing comments, and they can notify others about them. They only have access to the tasks in a project where they are taking part.


A project's client manager is set when creating or editing a project card. A project can have several client managers.


Important

Client managers do not have access to all project tasks. They only see the tasks they are directly involved in.

  • If an employee needs to see a project's tasks, you can make them a project participant.
  • If an employee needs to manage a project's tasks (edit, complete, delete, etc.), you can make them a project auditor.


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