An employee will automatically inherit access to clients, based on the settings:
If you copy client access from another user, upon first creation
If they have Full client access checked in their profile, in Employee basic settings
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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*In line with other permissions, such as company access rights and access role permissions.
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For multi company WorkBook environments please refer to the following article /wiki/spaces/TGKB/pages/1884979201 |
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