Client manager

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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).

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.

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

Important

The client manager does not have access to all tasks of the project - he sees only those tasks in which he directly participates.

• If the employee has a need to see the tasks for the project, you can assign him as project participant.
• If an employee has a need to manage project tasks (editing, stop, delete, etc.), you can assign him as auditor of the project.

Go to

• Project roles
• Projects