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The menu employee access is used to block/allow access to the client at a user (employee) level. There are two areas to manage here: employee access and company access.
ON THIS PAGE YOU WILL FIND: | ||||||
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EMPLOYEE ACCESS
Go to the resources module > resource default grid
Select the client > open the client card
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Click on the client settings
tab > then select the employee access menu item
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Employee Access Tab
Add/remove access to the client for individual users by checking/unchecking the ‘Access’ and Display’ columns
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OR… Use the shortcut keys (accessed via the hamburger menu) to grant or remove access and/or display by groups, i.e. team members, company, selected users (highlighted rows), or all users for example…
Shift + select all users that should have access to this client and their jobs
Select further options
Click grant access and display to selected users
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Company Access Tab
Company access, overrides the employee access settings, so if you deselect a company via this tab, no one within said company will have access to client (regardless of the ‘employee access’ settings).
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