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 employee access is used to block/allow access to the client at a user (employee) level.
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
Click on the client settings
tab > then select the employee access menu item 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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