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This page shows MSP staff how to pick a client sponsor, keep a list of additional project contacts, and understand the synced project lead.

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Before you start

  • You need permission to edit project collaboration content (project overlay edit).
  • Company users can read contact details but cannot edit them. Their MSP manages users and permissions.
  • A client sponsor must be an existing Company user for the project’s company.

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Open the contacts form

1

Open the project

Open Projects and click the project.
2

Go to the Client Dashboard

Click Overview, then Client Dashboard.
3

Open Contacts

Find Contacts and click Edit Contacts, or Add contacts when none are set.

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Choose the right contact type

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Update and save

1

Review the project lead

Check the lead shown under Project Lead (Your Team). It reads Automatically synced when details are available. You cannot type over it here. Fix a synced lead in your PSA. If it reads No project lead was found in the synced project, set the lead in your PSA.
2

Select the Client Sponsor

Click Select a company user, search by name or email, and choose the person. To clear the sponsor, open the picker and click the checked person again. If nobody shows up, ask your MSP administrator to check the Company user record. Do not create a duplicate user.
3

Maintain Additional Contacts

Click Add contact, then fill in Organization, Name, Email, and Phone. You do not need every field, but an email must be valid. Blank rows are dropped when you save. Use Remove contact on a row to remove it.
4

Save Changes

Click Save Changes and wait for Contacts updated. Nothing is saved until you do. Reopen Contacts to check the sponsor and list.
Closing the dialog without saving discards your edits. Removing an additional contact does not delete a Company user. Choosing a sponsor does not assign tasks, send a notification, or grant access. Contacts saved here do not update your PSA. Everyone who can see the project sees this contact list, and there is no internal-only switch for a contact. Keep private notes somewhere else. MSP Additional Contacts form with synthetic organization, name and email details MSP contact editor with synthetic Demo content. Select Save Changes after finishing the form.

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Chat with the project manager in Teams

1

Turn the setting on

Open Settings > Projects > Project Settings > Display Configuration, turn on Chat with project manager in Teams, and save. You need project settings write access.
2

Open a project's contacts

In a project, open Overview > Client Dashboard. A small Teams icon appears beside Project Lead in Contacts.
3

Start the chat

Click the icon to open a direct Teams chat with the manager. Opening it does not send a message.
The manager’s email must match their Teams sign-in address. When no valid email is available, the icon is hidden. If Teams cannot find the person, ask your MSP to check the address and the Teams external chat settings. Turn the setting off and save to hide the icon again.

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Troubleshooting

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Frequently asked questions

No. It adds a project contact after Save Changes. User creation, access, and invitations are separate MSP workflows.
Choose an existing Company user from the picker. Use Additional Contacts for a person who only needs to be listed, or ask the MSP administrator to manage their user record.
The lead is read-only here and uses synced project information where available. Change it in the appropriate project-management system.
Remove an additional-contact row, or select the checked sponsor again to clear it, then Save Changes. This does not delete a user account.
No. Select Save Changes. Closing the form without saving discards its edits.
No. Use separate project requests for assignments and explicit notification controls.