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Setting Up the Client Contact Role
Setting Up the Client Contact Role

For recurring tasks to be easily set to your clients.

Soraya Brown avatar
Written by Soraya Brown
Updated over 3 months ago

Setting up the Client Contact Role on the Clients board will make the process of setting recurring tasks for your Clients so much easier.

  1. Invite your client in via the Client Console

  2. On your Clients board, go to the Roles page (the second-page option on the left-hand side of your screen) and locate the Client Contact column.
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  3. Click on the (-) dash icon to be able to select a Client User from the drop-down list.

What's Next?

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