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An employee will automatically inherit access to clients, based on the settings:

  1. If you copy client access from another user, upon first creation

  2. If they have Full client access checked in their profile, in Employee basic settings

  3. If the client is set up to allow ‘new employee access’ for employees meeting relevant criteria, upon first creation

Access to specific clients can then be adjusted on a case-by-case basis* via Employee settings > Client access settings.

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