Hiding Clients from Project managers

  • 1
  • Idea
  • Updated 3 years ago
  • Not Planned
Is it possible to hide clients from project managers who can set up projects?  For example, a project manager in the east should not see clients in the west as selections when they set up projects.

Note: This conversation was created from a reply on: Hide Customers from Employees.
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Dayton, Wendy

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Posted 3 years ago

  • 1
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

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New Post

Please reference the new conversation here: Hiding Clients from Project managers
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Aashnee Kamboj, Community Moderator

  • 1560 Posts
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Hi Wendy,

Thank you for using Replicon Community!

Currently this is not possible unless the employee is the Client Manager for the client and the Client Manager permission provides access to only My Clients. However, what I do understand from here is that you have a certain set of project managers who should have access to only few clients and not all. Let me have my product management team to look into this and see if this is feasible.

I am changing this to an Idea.

Thanks,
Aashnee