PSA FAQs

How can we manage the roles of the Project Manager?

When projects are assigned to employees, project team members can now be granted permissions to manage tasks, teams, project health, and billing & invoicing, in addition to the project manager. The admin might need to change the project manager at any given point in time. Keka provides the option to manage the users and roles to anyone at any time.

Below is the path to do the same -


Click on the Global Settings (1) and go to Roles & Permissions (2). You'll be taken to the User Roles (3) tab. 


Now go to the Project Manager, and click on Manage Users (as highlighted).


Once you click on Manage Users, you'll be taken to the below-attached page. Search and select the name of the employee (1) and click on Save (2). 


This is how you can manage the Roles of the Project Manager. Additionally, when a user is assigned as a project manager, they will receive an email informing them of the assignment along with project details.