Client Settings > Employee Access

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. There are two areas to manage here: employee access and company access.

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

Open

Employee Access Tab

• Add/remove access to the client for individual users by checking/unchecking the ‘Access’ and Display’ columns

Open

• 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

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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