The following rules apply to Teams for both full admin access and limited client access and how to-dos can be managed within your team.
When the permission is set to Full admin access:
- An internal to-do can be assigned to any member, regardless of their access level
- A client to-do can only be assigned to any:
- Full access member
- Assigned owner of the client
- Or the client themself
When the permission is set to limited client access:
- As a limited client access user, when creating a to-do, the to-do is by default assigned to them
- Limited users cannot view internal to-dos that are unassigned to them
- Limited users can view to-dos that are unassigned where they are the owner of the client
- An internal to-do can be assigned to themself
- An internal to-do can be assigned to any full member of the organization, however after assigning it to that member, they will lose visibility to that to-do
- A client to-do can be assigned to:
- Any full-access member of the
- Assigned owner of the client
- Or the client themself
As a client
- Clients can create a to-do and assign to themselves
- Clients can create a to-do and assign to the assigned contact owner
- Clients can create a to-do and assign to any full admin access user