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). | 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 | 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. | ||
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Client managers do not have access to all project tasks. They only see the tasks they are directly involved in. | 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 see a project's tasks, you can make them a [[Default participant | project participant]]. | ||
*If an employee needs to manage a project's tasks (edit, complete, delete, etc.), you can make them a project auditor. | *If an employee needs to manage a project's tasks (edit, complete, delete, etc.), you can make them a [[project auditor]]. | ||
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.