Clients & Resources
Use the Clients & Resources module to manage business types, resource groups and resource profiles and grant new employees access to client data. It contains the Business, New Employee Access to Clients, Resource Groups, and Resource Profiles submodules.
- Related Topics:
- Business
Use Business under Settings to configure business types. You can create and remove business types. You can also create, remove, or update the codes of each business or industry type. - New Employee Access to Clients
Use New Employee Access to Clients under Settings to grant new employees access to the data of selected clients. You can also grant new employees access in . - Resource Groups
Use Resource Groups under Settings to configure resource groups. You can create and remove resource groups. - Resource Profiles
Use Resource Profiles under Settings to configure resource profiles. You can add, delete, and merge resource profiles and add and delete each profile type's corresponding profile subject. You can also determine which resource type you want a profile type to be available or unavailable.
Parent Topic: Settings