Once you have created a client record in the system, it is important that you must continue to the client card to complete the set-up with additional client settings.
The menu 'new employee access to clientsensures that any ' menu automatically grants new employees setup after the creation of the client will automatically have access to this clientaccess to the client based on the company they are assigned to. This feature establishes a default only and access settings can still be overridden at the employee level.
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Click on the client settings
tab > then select the new employee access to clients menu item Check the grant access to client data box for your agency/companySelect any other relevant agency if this is a shared client (for multi company databases)each company where the employees should have access to the client record by default
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