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Guide - User Overview

A quick one-pager for Guides - feel free to share this with any new Guides in your organization

Stacey Hatch avatar
Written by Stacey Hatch
Updated this week

Guide - License type formerly known as Project Manager.

Note: The title change from Project Manager to Guide is strictly for the license type. Project Managers are still assigned at the project level.

FAQs

Can Guides see all projects? Only projects they own or are invited to!

Can Guides create and edit their projects? Yes!

Do Guides invite customers and internal users to projects? Yes!

Can Guides assign tasks? Yes, they can assign any tasks under any project that they are invited to.

Can Guides create a template? No, but they can save a project into a template so that's kind of a work around.

Can Guides View templates? Yes, but they do not have edit capabilities.

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