We’ve moved!
Our Help Center has a new home and our URLs have changed. Please update your bookmark to this page before April 30, 2026
Project Manager
Project managers can maintain specific account records including projects and related data.
A user whose Person record is linked to the Project Manager role of an account is able to maintain (add and edit) the following records of that account:
The Specialist role is a prerequisite for the Project Manager role.
Open Modal
