...
via the client card pop-up presented upon completion of creating the client
...
2. via the resources module > resource default grid
Select the client > open the client card
...
...
GENERAL SETTINGS
There are a few key pieces of information to add in general settings.
Go to the client card and click on the client settings
tab > then select the general settings menu item at the top of the list
...
Be sure to complete the following field fields (other available fields are optional):
...
Go to the client card and click on the client settings
tab > then select the employee access menu item at the top of the listShift + select all users that should have access to this client and their jobs
Select further options
Click grant access and display to selected users
...
...
NEW EMPLOYEE ACCESS TO CLIENTS
...
For single company/agency clients, use the first tab to select any relevant client default settings to be applied to jobs created for this client. For example, a default price list or language
...
Company Defaults:
For global clients (for multi company databases) use the second tab, company defaults, to apply new job defaults to this client for each company/agency
...
...
CREATE JOB PERMISSIONS
Used to define which access roles in each company can create new jobs for this client.
Go to the client card and click on the client settings
tab > then select the create job permissions menu item at the top of the list. If you have multi company WorkBook database, for all companies within the database thatthis client is not applicable to, select blocked in the job set-up permissions column
...
...
PRICE QUOTE SETTINGS
Default key settings when creating new price quotes for this client.
...