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
- Click on the Production tab.
- 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.
- Click on "Transfer leadership".
- Select the employee from the dropdown list and click on "Update".