Q: Is there a way to customize the client's view.
Example, I have 1 PM who interacts with the client, the rest of the team, i don't even want the client to see. So can I choose who the client sees? Or disable it all together so they just see their tasks, without the assigned people?

Matt_Project.co
May 14, 2024A: Clients will only see people who are part of the same team as them in the people page. And within projects they will see the other people who are part of the project. So if you don't want them to see other people then you'd need to not add them to the same projects.
Thanks Matt, any plans on allowing the admin to customize the client view or choosing which employees, if any, they can see? Or in Roles and permissions, choose "Client facing" and choosing which role can be visiable for the client, chich role can chat with client". I imagine for many agencies, we want the entire team to be in the PM tool to track tasks, time and talk amongst themselves etc, but the client doesn't talk to designers, web devs, SEO, only a project manager. But removing the team (designer, web dev, SEO etc) from the project would mean missing out on all of the great features for agency management. Am I missing something? Or would love to see if you had any other solutions for this use case which I suspect other agencies also have.
Hey BP, good question but I'm afraid we don't have permissions this granular at the moment.