Change the Senior Client Manager of a Production Team

This article outlines the steps to transfer the leadership of a Production Team to a new Senior Client Manager.

There are occasions when businesses appoint a new Senior Client Manager to lead a Production Team. 

To transfer the leadership of a production team from one Senior Client Manager to another, go to Plan > Ideal Teams

  1. Click on the Production tab.
  2. Ensure the new Senior Client Manager has been added to the relevant team. If not, click on "+Add team member" to add them to the production team. 
  3. Click on "Transfer leadership".


     
  4. Select the employee from the dropdown list and click on "Update".