Client Settings > Client Job 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 client job access allows you to give certain client contacts access to specific jobs in WorkBook.

CLIENT JOB ACCESS

• Go to the resources module > resource default grid

• Select the client > open the client card

Open

• Click on the client settings tab > then select the client job access menu item

• Click the + button to add the client contacts that have permission to view jobs via the client portal

Open

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