Client Competitors

What are client competitors?
The "Client Competitors" feature in Croud Control is designed to automate the process of managing potential conflicts between clients who are dire...
Thu, 5 Dec, 2024 at 1:30 PM
How do client competitors work?
Suppose a client has a conflict (e.g., Ferrari requires that no one who worked on Lamborghini can work on their account for 10 months). In that case, Croud ...
Thu, 5 Dec, 2024 at 1:30 PM
Why have we introduced this feature?
It was introduced to help Croud maintain compliance with client contracts by automatically managing conflicts, providing transparency, and improving the ava...
Thu, 5 Dec, 2024 at 1:30 PM
If a Croudie starts a task and then gets blocked, can they still complete it?
Yes, a Croudie can complete a task they've already started, even if they are about to be blocked. However, once the task is finished, the Croudie will b...
Thu, 5 Dec, 2024 at 1:30 PM
How will I know who can work on my tasks?
Only Croudies who haven’t been blocked will show for you in the Croudie Picker. You can also check what croudies have access on the client page by viewing t...
Thu, 5 Dec, 2024 at 1:31 PM
Can I journal against a blocked client?
No, you cannot journal against a client if you are blocked. If you need to work on a blocked client, please contact access@croud.com for further assistance.
Thu, 5 Dec, 2024 at 1:31 PM
The ‘Allowed’ and ‘Not allowed’ lists - clients
We’ve streamlined managing who can and cannot work on a client by introducing two clear lists: ‘Allowed’ and ‘Not Allowed’. You can easily search through ei...
Thu, 5 Dec, 2024 at 1:31 PM
Who can add client competitors?
Only users with the ‘client_gating_access’ role. Contact access@croud.com if you have a question.
Thu, 5 Dec, 2024 at 1:31 PM
How do I add a competitor for a client?
Only users with the ‘client_gating_access’ role. Contact access@croud.com if you have a question.
Thu, 5 Dec, 2024 at 1:31 PM
How do I edit a competitor for a client?
Only users with the ‘client_gating_access’ role. Contact access@croud.com if you have a question.
Thu, 5 Dec, 2024 at 1:31 PM