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.