Once you have created a client record in the system, you must continue to the client card to complete the set-up with additional client settings.
The 'New employee access to clients' menu automatically grants new employees access 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.
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 each company where the employees should have access to the client record by default
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