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Open Team or Team & Contacts in the grouped project workspace.
This page shows MSP staff how to see who is on a project and change their roles.

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Before you start

  • You need MSP staff access to the project. Company users do not get this view. They read shared project contacts on the Client Dashboard.
  • The team page appears for ConnectWise projects and for projects with a linked onboarding portal.
  • Changing a portal task role needs onboarding write permission. Changing a ConnectWise role needs project write permission and an active subscription.

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Open the team

1

Open the project

Open Projects and click the project.
2

Open Team

Click Team, or Team & Contacts when the project has a client portal.
The page has one Project team roster. Projects with a client portal also show Client Contacts beside it. A person’s ConnectWise and portal assignments appear together when their staff email matches. People without a matching portal account still show with their ConnectWise assignments.

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Change roles beside a person

The roster has shared Person, Portal task roles and ConnectWise project role column headers. Both role controls sit side by side. The portal column appears on linked onboardings; the ConnectWise column appears on ConnectWise projects.
  • Portal task roles sets the roles that person covers in portal tasks. Tick an unassigned role to give that person its unfilled tasks. Untick a role to unassign their tasks for it. Click Apply to save. Other people’s assignments stay as they are.
  • ConnectWise project role changes the role on an existing ConnectWise team assignment. Each assignment has its own selector. The change saves to ConnectWise right away. Pick the old role to put it back.
Project team with shared Person, Portal task roles and ConnectWise project role headers Phone view of the project team with portal and ConnectWise roles side by side These roles do not give portal access or change a user’s permission role. Admins manage users and permissions separately.

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Assign an unfilled portal role

1

Find the role

Look under Unassigned roles for the role that has open tasks.
2

Assign it

Click Assign… beside the role and pick an MSP staff member. They appear in the roster with their task count and role selector.
The person picker on a staff row moves that person’s portal tasks to someone else. Its remove option unassigns those tasks. Neither changes their ConnectWise team membership. Add or remove ConnectWise team members in ConnectWise. If you remove someone’s last portal role they can drop off the portal roster. Their ConnectWise assignments still show.

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Client contacts

Use Client Contacts to manage portal invitations and client roles on projects with a portal. They are separate from your staff assignments. For the contacts shown on the project summary, see Manage project contacts. On phones, contacts and the project team stack vertically, and each person’s two role fields stay side by side.

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Troubleshooting

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Frequently asked questions

No. These are project roles only. Permission roles are managed under Settings.
No. Add and remove ConnectWise team members in ConnectWise.