Client Access Tab

Use the Client Access tab in the Costing Codes submodule in the Settings module to enable or disable access to costing codes for specific clients.

Client Access Tab Toolbar

Action / Field / Button	Description
Context Menu	Left column: Clear All Clear Selected Right column: Apply Codes to All Clients Apply Codes to Selected Clients Revoke Codes from All Clients Revoke Codes from Selected Clients Clear Apply Settings from All Clients Clear Apply Settings from Selected Clients Clear Revoke Settings from All Clients Clear Revoke Settings from Selected Clients Clear All Settings from All Clients Clear All Settings from Selected Clients
Search Grid	Enter a keyword that relates to the costing code (left column toolbar) or client (right column toolbar) that you want to find.
Filter	For the left column filter, click to narrow down information by access type, status, level, or the last-used filter. For the right column filter, click to narrow down information by client group, client type, or the last-used filter.
Save	Click to save any changes.

Left Column

This column displays access code information.
Column	Description
Code	Displays the costing codes. Note: You can hover your mouse on a cell and click Information to open the Code Information card, which displays all of the clients that have access to the specific costing code.
Description	Displays the costing code description, if provided.
Parent	Displays the level 1 costing code that is associated with a level 2 (child) costing code. The cell is blank for level 1 costing codes.
Selected	Enables you to enable costing code access for a specific client. Tip: Selecting or deselecting the header check box selects all of the costing codes in the grid or deselects the selection.

Right Column

This column lists all of the clients within your organization.
Column	Description
Client	Displays all active clients in your WorkBook system. Note: You can hover your mouse on a cell and click Information to open the Client Information card, which displays all of the costing codes that are enabled for the specific client.
	Enables you to enable costing code access for a specific client. Tip: Clicking the header button enables costing code access for ALL VISIBLE clients in the grid. If you use the search field to narrow down the list, this option only selects items among those results.
	Enables you to disable costing code access for a specific client. Tip: Clicking the header button disables costing code access for ALL VISIBLE clients in the grid. If you use the search field to narrow down the list, this option only selects items among those results.

Information Cards

You can access the following information cards in the Client Access tab:

Code Information Card: Displays a list of all of the clients for which the costing code is enabled. You can also perform a search using the Search field.
Client Information Card: Displays a list of all of the costing codes that are enabled for a specific client (cell).

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Client Access Tab

Use the Client Access tab in the Costing Codes submodule in the Settings module to enable or disable access to costing codes for specific clients.

Client Access Tab Toolbar

Action / Field / Button	Description
Context Menu	Left column: Clear All Clear Selected Right column: Apply Codes to All Clients Apply Codes to Selected Clients Revoke Codes from All Clients Revoke Codes from Selected Clients Clear Apply Settings from All Clients Clear Apply Settings from Selected Clients Clear Revoke Settings from All Clients Clear Revoke Settings from Selected Clients Clear All Settings from All Clients Clear All Settings from Selected Clients
Search Grid	Enter a keyword that relates to the costing code (left column toolbar) or client (right column toolbar) that you want to find.
Filter	For the left column filter, click to narrow down information by access type, status, level, or the last-used filter. For the right column filter, click to narrow down information by client group, client type, or the last-used filter.
Save	Click to save any changes.

Left Column

This column displays access code information.
Column	Description
Code	Displays the costing codes. Note: You can hover your mouse on a cell and click Information to open the Code Information card, which displays all of the clients that have access to the specific costing code.
Description	Displays the costing code description, if provided.
Parent	Displays the level 1 costing code that is associated with a level 2 (child) costing code. The cell is blank for level 1 costing codes.
Selected	Enables you to enable costing code access for a specific client. Tip: Selecting or deselecting the header check box selects all of the costing codes in the grid or deselects the selection.

Right Column

This column lists all of the clients within your organization.
Column	Description
Client	Displays all active clients in your WorkBook system. Note: You can hover your mouse on a cell and click Information to open the Client Information card, which displays all of the costing codes that are enabled for the specific client.
	Enables you to enable costing code access for a specific client. Tip: Clicking the header button enables costing code access for ALL VISIBLE clients in the grid. If you use the search field to narrow down the list, this option only selects items among those results.
	Enables you to disable costing code access for a specific client. Tip: Clicking the header button disables costing code access for ALL VISIBLE clients in the grid. If you use the search field to narrow down the list, this option only selects items among those results.

Information Cards

You can access the following information cards in the Client Access tab:

Code Information Card: Displays a list of all of the clients for which the costing code is enabled. You can also perform a search using the Search field.
Client Information Card: Displays a list of all of the costing codes that are enabled for a specific client (cell).