Help Center » Managing » Assign a manager to manage a client
Assign a manager to manage a client
Who can use this feature?
   Only Managers can use this feature.

Adding a person as a manager of a Client will allow them to:

  • Add new Projects to the Client
  • Archive and Activate existing projects for the client
  • Give all People access to log time to the client’s projects
  • View all time entries logged to projects for this client, including time logged and notes
  • Run reports on all active and archived projects for that client
  • Run a global “Client Report” on that client

This can only be done via the Manager’s person detail page.

Assigning a manager to manage a client via the person detail page

  1. Go to the People page in your Time IQ account
  2. Click on the name of the Manger you would like to remove from a project
  3. Find the ‘Manages These Clients And Projects’ dropdown menu, and click inside to open it.
  4. Search for the client you would like to give access to, and check the box.
  5. The Manager will now have access to manage that client.

Was this article helpful?