Help Center
User Setup
- Giving a user client management access
Giving a user client management access
Description
Describes how to give users access to manage clients. This gives the user the ability to add, edit, and delete projects and tasks associated with the client. Also specific client reports are enabled that show time logged against this client.
Who can access this page?
To give client manager access, a user must have User Management permissions. Click here to view how to setup user permissions.
Location
Menu Setup Users
Click Edit
Client Management Tab
Client Management (See screenshot below)
There are three management types.
- This user cannot manage clientsWhen this is selected the user cannot manage any clients.
- Allow this user to manage all clientsWhen this is selected the user can manage all clients.
- Allow this user to manage selected clients only.When this is selected the user can only manage clients that you have selected.
Screenshot
