Is anyone having issues with Karbon auto-assigning Client Manager role to a client?
I have started noticing that I am Client Manager for many clients, when I shouldn’t be. This area should be blank for us as we don’t have a dedicated Client Manager for our clients.
Interesting! 
Are these recently created Clients?
If so, did you create them or someone else?
The most recent contact I created has no Client Team by default.
Do you have Karbon integrated with any other Tax/PMS (e.g. XPM)? If so, I wonder whether that is causing it.
No not recently created. Not created by me. No integrations.
I did actually think, if the Client Manager field is populated and that employee leaves and we re-assign all their work, does this also re-assign their clients in the Client Manager field?
No not recently created. Not created by me. No integrations.
Curious…
I did actually think, if the Client Manager field is populated and that employee leaves and we re-assign all their work, does this also re-assign their clients in the Client Manager field?
Good question, indeed it does
That explains it, thanks
Hi Imbi,
Justin stepping in here from Karbon Support. If reassigning due to archiving a colleague, it should update the Client Manager field as well as part of the “Client Team Roles”.
Please reach out to us at support@karbonhq.com if you would like us to investigate this further.
Best regards,
Justin
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