Don't automatically grant every client access
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We have a client company who assigns different project managers for different projects. It would be very good to have all these people default to “off” and check “on” only those who actually do need to see the particular project. Right now, I have to uncheck 8 or 9 boxes every time I open a new project for them! I thought we could do this…it appears to be the case when we set up a new person, but apparently only works for people inside one’s own company. (Yes, I am an adminstrator of the acccount.) Think you can implement this feature? |
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We’ve found that if you add the client company after creating the project, you can then add the required people one by one. Assigning the client company when creating the project adds all of the company contacts to the project. |
