New Employee Access to Clients

Use New Employee Access to Clients in the Clients & Resources submodule in the Settings module to grant new employee access to selected clients' data. You can also grant access to this data to new employees in Resources > Resource Information > Client Settings > New Employee Access to Clients.

To use New Employee Access to Clients in the Clients & Resources submodule, you must have access to Settings as defined in User Access Rights under Settings.