Enable users or customers to work on a project and at the same time ensure they don't have access to all projects / all data in your office (for instance your customer list). This access can be enabled via a new access level - Limited Project manager.
WHAT ACCESS DO LIMITED PROJECT MANAGERS HAVE?
This user has access to the same as those with the access level "Project Manager" excluding the following:
Cannot create projects.
Only has access to projects to which they are assigned to (in Project settings --> Project managers).
Has limited filter options in Project search (cannot see filters on: Customer, Contact person, Project manager, Office, Supplier.)
No access to Customers. (Cannot click onto a Customer from a project either.)
Cannot change Customer on Project settings
Cannot see Customer remarks under Project details
Cannot see Customer Search button inside Customer form invoice and Customer offer invoice
Only has access to the tasks they are assigned to or tasks which are connected to a project the user is assigned to.
Cannot click the product names, project names or offer names on Product search if the products do not belong to the user's projects.
No access to Suppliers. (Can view Suppliers but cannot add new suppliers.)
Cannot filter on Supplier and Supplier category in Product search
A Limited Project Manager user with another email domain than your domain, are not able to send e-mails from their own e-mail address in Qondor.
HOW CAN I ENABLE LIMITED PROJECT MANAGERS?
Set the access level in Users
Office or Super admins need to send a request to firstname.lastname@example.org first, so we can enable the access level in your office. Once enabled, Office or Super admins will see Limited Project Manager available in the Access Level drop down field 👇🏽
Simply select and save the new access level in the user profile.
Any user can then assign projects to project managers with the new access level.
For customers using Offers
The default option in Product search for Limited Project managers are as follows:
The user can find products from project templates in Product search
The user can find products from their own projects in Product search
Or the following search option can be enabled for the Limited Project Manager to use in Product search:
The user can find products from all projects within an office in Product search*
📌 *An Office or Super admin should send a request to email@example.com if all projects are required to be searchable for your Limited Project Managers in Product search.
BILLING AND TERMS & CONDITIONS
We will bill a new user for each month they are able to sign in to the system at the same price as an existing user if they are on a per user payment plan.
Terms & Conditions
The customer is responsible for ensuring that the Limited Project manager user uses Qondor in compliance with the Qondor agreement and the data processing agreement.
If the customer has enabled SMS-messaging, and a Limited Project manager-user abuses this service, the customer is liable for any costs.
A Limited Project manager user is able to send e-mails from the customers' domain name, so it is important to inform the user about what they can and can't do.
The customer is responsible for training and support for the Limited Project manager.