Agent Type 164: Add Employees with Client Access to Job Teams
Use Agent Type 164 - Add Employees with Client Access to Job to add resources who have client access to the job teams that are assigned to jobs.
For example, if there is a Job 1001 that has the All Employees team assigned to it, this agent automatically adds a newly created resource to the All Employees team that is assigned to Job 1001, provided that the resource also has access to the job's client.
You can check if a resource has client access in . Alternatively, you can set default client access for all new employees.
Parameters
| Field | Description |
|---|---|
| Add to Client Jobs | Select this check box to activate the agent for client jobs. |
| Add to Prospects Jobs | Select this check box to activate the agent for prospects' jobs. |
| Add to Internal PR/Marketing Jobs | Select this check box to activate the agent for internal PR and marketing jobs. |
| Add to Internal Administration Jobs | Select this check box to activate the agent for internal administration jobs. |
| Add to Holiday Jobs | Select this check box to activate the agent for holiday jobs. |
| Add to Illness and Absence Jobs | Select this check box to activate the agent for illness and absence jobs. |
| Billable/Non-Billable | Select this check box to activate the agent for billable, non-billable, or both types of jobs. |
| Add Only to Jobs on Displayed Clients | Select this check box to activate the agent only for clients that are enabled as displayed. |
| URL to Basic Version | Leave this field blank. |