Once you have created a client record in the system, it is important that you continue to the client card to complete the set-up with additional client settings.
The menu new employee access to clients ensures that any new employees setup after the creation of the client will automatically have access to this client.
ON THIS PAGE YOU WILL FIND: |
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NEW EMPLOYEE ACCESS TO CLIENTS
Go to the resources module > resource default grid
Select the client > open the client card
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/company
Select any other relevant agency if this is a shared client (for multi company databases)
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