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ON THIS PAGE YOU WILL FIND:

Table of Contents
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NEW EMPLOYEE ACCESS TO CLIENTS

  • Go to the resources module > resource default grid

  • Select the client > open the client card

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  • Click on the client settings (blue star) tab > then select the new employee access to clients menu item

  • Check the grant access to client data box for your agency/company

  • Select any other relevant agency if this is a shared client (for multi company databases)

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Filter by label (Content by label)
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cqllabel = "clients-r13" and space = currentSpace ( ) and title !~ "\"Create a Client > Client Settings R13\""

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