Permissions for the Clients Section
Who can create and delete companies?
- Only Administrators
Who can edit companies?
- Only Administrators
Who can view companies?
- Administrators can view all companies
- Project Managers can only view the companies that are attached to projects they manage
- Project Team Members cannot view the Clients Section, but they can see the names of the companies in projects to which they belong
Who can create and delete contacts?
- Only Administrators
Who can edit contacts?
- Only Administrators
Who can view contacts?
- Administrators can view all contacts
- Project Managers can view all contacts in companies that are attached to projects they manage
- Project Team Members cannot view the Clients Section, but they can see the names of the contacts in projects to which they belong
NOTE: Users can see additional contact information such as the email address and phone numbers by going to the Project Details » People tab.