Client manager
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 edit actions added to project tasks by external users (contacts), but they cannot edit the text of actions (comments). This allows client managers to add a file or data tag to an action or to notify a participant about an action.
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.